This article will guide you through assigning and tracking referred members in ClubReady. Tracking referrals allows clubs to reward members for bringing in new clients and measure the success of their referral program. This article covers how to add a referring member, view referral relationships, and run reports to track referral data.
Content:
Before You Begin
Make sure you have the following before getting started:
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Permissions required:
- Prospect Management - Can Access Prospects
- Member Management: General - Can Access Client Options
- Member Management: General - Can Edit Client Profiles
How to Add a Referring Member
Option 1 — Through the Add New Prospect Form: A referring member can be captured at the time a new prospect is added to ClubReady.
Navigate to Prospects > Add A New Prospect. The form can be customized to include the Referred by Member field. Type at least 3 characters to search for the referring member's name. The referring member must already exist in ClubReady.
Option 2 — Through the Client Profile: If the referring member's name was not captured when the prospect was added, it can be updated directly on the client's profile at any time.
Look up the referred member and navigate to All Detail > General > Edit Profile. Use the Referred by Member field to search for the name of the referring member. They must already be entered in ClubReady.
Referral Reports
Report 1 — Referred Members (General): Navigate to Reports > Members > Referred Members. This report provides a general overview and lists members by name, date, and membership type, along with the name of the referring member.
Report 2 — Referred Members (By Specific Member): Look up the desired member and navigate to All Detail > General > Referred Members. Select a date range to view all members referred during that period, then click Run Report. The report will download as an Excel file and will include the following information:
- User ID and name of the referred member
- Date the referred member was added to ClubReady
- Membership start date
- Membership type
- User ID and name of the referring member
Report 3 — Cancelled Agreements Log: The Cancelled Agreements Log export includes a Referred By column, allowing you to track referrals among cancelled members. To run this report, navigate to Reports > Sales > Agreements Log > Cancelled > Generate Cancelled Agreements Report > Export.
Frequently Asked Questions
Q: Does the referring member need to already be in ClubReady before I can assign them?
A: Yes. The referring member must already have a profile in ClubReady before they can be selected in the Referred by Member field. This applies to both the Add New Prospect form and the client profile.
Q: Can I add a referring member after the prospect has already been added to ClubReady?
A: Yes. If the referring member's name was not captured at the time the prospect was added, it can be updated at any time through the client's profile by navigating to All Detail > General > Edit Profile and using the Referred by Member field.