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Prospects & Members Filters Overview

Barbara Gutwein
Updated

This article explains the filtering options available within the Prospects and Members/Customers lookup in ClubReady. Filters allow you to narrow down your client lists by a wide range of criteria — such as status, gender, communication preferences, and more — making it easier to find specific groups for reporting, exporting, or sending targeted blasts.

Content:

Before You Begin

Make sure you have the following before getting started:

  • Permissions required:
    • Prospect Management — Can Access Prospects Lookup

Accessing Filters

Within the Prospects or Members/Customers lookup, click the three bars icon located above the search box. This will open a window with a list of filter options on the left side. Select your desired criteria to narrow down your list. The more filters you apply, the more refined your results will be.

Exporting or Sending a Blast to a Filtered List

Once you have filtered your list to the exact group you want, you have two options:

  • Export to Excel — Click the Excel icon located underneath the lookup search box to download the filtered list.
  • Send a Blast — Send an SMS or Email Blast directly to your filtered list of Prospects or Members/Customers.

Prospects Filters Overview

  • Lead Assigned To - Filter by the staff member assigned to the prospect.
  • Lead Added - Choose a date range for when the lead was added to the system.
  • All Lead Types - Filter by the lead type assigned to the prospect.
  • All Contact Types - Narrow by how the prospect contacted the club: Telephone Inquiry, Guest (Walk In), Web/Email, or Guerrilla Marketing.
  • All Genders - Filter by Male, Female, or Gender Unknown.
  • Custom Category - If your club has created custom categories, a dropdown will appear to filter by those options.
  • Last Action on Lead - Filter by date range of when any action (such as a logged contact in Work It) was last made on the prospect's profile.
  • Last Change to Lead Type - Filter by date range of when the lead type was last changed on the prospect's account.
  • Lead Has Amenity - Filter by the amenity assigned to the prospect.
  • Communication Preferences - Filter by prospects who have opted in or out of business email notifications or SMS promotional messages.
  • No Misc. Filter - Filter by specific conditions such as: Has Never Logged In, No Email on File, Not Called Past 48 Hours, Not Called for a Week, Email Opt-Out, SMS Opt-Out, SMS Opt-In, Frozen, or Has No Open Tasks.
  • All Referral Types - Filter by how the prospect heard about the club.
  • Any Guest Pass Type - Filter by a specific Guest Pass Type assigned to the prospect.
  • Any Guest Pass Status - Filter by guest pass status: No Guest Pass, Issued (Not Yet Active), Active, or Expired.

Members Filters Overview

  • All - View all active and inactive members.
  • Only Active Members - Show only members with an active status (membership expiration date set in the future).
  • Only Inactive Members - Show only members with an inactive status (membership expiration date set in the past).
  • Buying Services - View all members (active or inactive) with unused paid credits, an open non-consult booking, or an upcoming service package payment.
  • Not Buying Services - Show members who are not currently buying services via invoice or agreement.
  • Has An Alert - Filter by members who have an alert on their account.
  • Is Associated Member - Filter by associated members, who are linked to a primary client and do not need a card or agreement on file.
  • Is Responsible Member - Filter by responsible members, who have a card on file that other associated members can use.
  • Communication Preferences - Filter by members who have opted in or out of business email notifications or SMS promotional messages.
  • No Misc. Filters - Filter by specific conditions such as: Card Expires Next 30 Days, Card Has Expired, No Pay Details on File, Past Due, No Email on File, No Visit Past 30 Days, Visited Past 30 Days, In 3rd Party Status, Only Cancelled Agreement, No Agreement, No Membership Agreement, Agreement Future Payments, Never Logged In, In Collections, Added Past 7 Days, Membership Expires Next 15 Days, Membership Expires Next 30 Days, Email Opt-Out, SMS Opt-In, SMS Opt-Out, Frozen, or Has No Open Tasks.
  • All Membership Types - Filter by the membership type assigned to the member.
  • All Primary Trainers - Filter by the primary trainer assigned to the member.
  • All Staff for Retention - Filter by the staff member assigned to a member for retention.
  • All Genders - Filter by Male, Female, or Gender Unknown.
  • All Ages - Narrow the list by age range.
  • Member Has Amenity - Filter by the amenity assigned to the member.
  • Custom Category - If your club has created custom categories, a dropdown will appear to filter by those options.
  • All Lead Types - Filter by the internal lead type assigned to the member.
  • All Referral Types - Filter by how the member heard about the club.

Frequently Asked Questions

Q: Can I use more than one filter at a time? 

A: Yes. You can apply a combination of filters on both the Prospects and Members lists simultaneously. The more filters you apply, the more refined your results will be.

Q: How many custom categories can I create? 

A: You can create as many custom categories as needed to support your filtering, blast, and export requirements.

Q: Can I save a filter setup so I don't have to re-apply it every time? 

A: Yes. After opening the Additional Filters, click Save to store a specific filter configuration in the My Saved Filters dropdown for quick access in future searches. You can also use the Pin Open option to keep the filter panel visible during every search session.

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