Pass and Plan Conversions Report

The Pass and Plan Conversions report provides comprehensive data about client conversions to another pass or plan.

• Free Single Visit Pass Conversion - Provides you with conversions from a free first visit to a purchased pass/plan.
• Complimentary Pass Conversion - A report showing clients who started with a complimentary pass and purchased a pass/plan afterwards.
• Started Last Month but No Visit - A report showing passes/plans with a start date in the previous month but 0 completed visits for that pass/plan.
• First Plan Conversion by First Visit Staff - A summary report showing how often a client purchased a pass/plan after their first visit with a specific staff member.

Summary View

• Count - Count of all client passes and plans.
• Visited - Total number of visits on a pass/plan.
• Purchased Another Plan - Total number of records where another pass/plan was purchased.
• Visited % - Percentage of passes/plans that had a visit used.
• Purchased Another Plan % - Percentage of additional passes/plans. purchased
• Purchased Another Plan as % of Visited - Of the completed visits, this percentage of people purchased another pass/plan.
• Average Days between Start Date and First Visit - Average time it takes to for the first visit to be deducted from the pass/plan after its start date.
  • Example: How soon the client came for their visit after purchasing the plan.
• Average Days between Start Date and Next Plan - Average days between the start date of one pass/plan and the start date of the next pass/plan.
  • Example: How quickly did the client buy their next plan.
• Average Days between First Visit and Next Plan - Average days between the first deducted visit date of the current pass/plan and the start date of the next pass/plan.
• Average Days between Last Visit and Next Plan - Average days between the final completed visit date of the pass/plan and the next pass/plan's start date.
  • Example: How long was it between the last time the client came in and the start of their next pass? 
• Start Next Plan on Visit Date % - Percentage of plans where the start date and first completed visit on that plan is the same date.
  • Example: How many people bought a plan the day of their first visit? 
• Start Next Plan Within Week of Visit % - Percentage of plans where the start date and first completed visit on that plan were within seven days.
• Next Plan Is Membership % - Percentage of the next pass/plan purchased being a membership.

Key Dates

Details

• Client - Full name of the pass/plan participant.
• Plan Name - Name of the pass/plan.
• Start Date - The start date of the pass/plan.
• End Date* - The end date when the pass/plan was scheduled.
• Last Usable Date - Last date when the pass/plan can be used.
• Available? - Yes or no based on whether it is currently usable by the client.
• Allowed Visits* - Number of visits the pass/plan can be applied to in the time interval.
• Total Completed Visits - Number of completed visits on the specific pass or plan.
• Used for Client's First Visit? - Yes or no based on whether this pass/plan was used for the client's first visit.
• Plan Location - Location where the pass/plan can be used if designated to one location.
• Membership? - Yes or no based on whether this pass/plan makes someone a member.
• Canceled? - Yes or no based on whether the pass/plan was cancelled manually.
• Latest Invoice Due Date - Due date of the latest invoice for the pass/plan.
• Client's First Pass/Plan? - Yes or no based on whether this pass/plan was the client's first.
• Client's First Membership? - Yes or no based on whether this was the client's first membership.
• Plan Type - Type of the pass/plan: pass, prepaid, membership, or single-visit pass.
• Complimentary Pass? - Yes or no based on whether this pass was the system's complimentary pass.
• Revenue Category - Business defined revenue category assigned to the pass/plan.
• Base Price - Original price of the pass/plan (prior to discounts or adjustments).
• First Visit Staff - Staff member assigned to service for the first visit on the pass/plan.
• First Visit Date - Date of the first completed visit date for that pass/plan.
• First Visit Day - Day of the week for the first completed visit date of the pass/plan.
• Days between Start Date and First Visit - Number of days between pass/plan's start date and first completed visit date of the pass/plan.
• Last Visit Date - Last completed visit date of that pass/plan.
• Last Visit Day - Day of the week for the last completed visit date of the pass/plan.
• Start Date of Next Plan - The start date of the next pass/plan.
• Days between Start date and Next Plan - Number of days from the start date of the current plan to the start date of the next plan.
• Days between First Visit and Next Plan - Number of days from the first visit date to the start date of the next plan.
• Days between Last Visit and Next Plan - Number of days from the last visit date to the start date of the next plan.
• Next Plan Type - Type of next pass/plan: pass, prepaid, membership, or single-visit pass.
• Next Plan Name - Name of the next pass/plan.
• Next Plan Membership? - Yes or no based on whether the next pass/plan is considered a membership.
• Next Plan Revenue Category - Business defined revenue category assigned to the next pass/plan.
• Client's Home Location - The home location assigned to the participant of the pass/plan.
• First Name - Participant's first name.
• Middle Name - Participant's middle name.
• Last Name - Participant's last name.
• Email - Participant's email address.
• Client ID - Unique ID across all people for the participant of the pass/plan.
• Plan ID - Unique ID across all passes/plans.
• Next Plan ID - Unique ID across all plans. ID of the next pass/plan.
• Primary Participant? - Yes or no based on whether the participant was the first one added to the pass/plan.

*Does not apply to unlimited plans.