This article will guide you through manually converting a prospect to a member in ClubReady. This process is used when a member needs to be manually set up rather than converted automatically through a sales package purchase.
Content:
Before You Begin
Make sure you have the following before getting started:
-
Permissions required:
- Prospect Management - Can Access Prospects
- Customer Management: General - Can Access Client Options
- Customer Management: General - Can Change Customer Status
How to Manually Convert a Prospect to a Member
1. Access the Client Profile: Navigate to the Members/Customers tab, search for and select the desired prospect, then go to All Detail > General > Edit Membership Status.
2. Complete the Membership Status Fields: Update the following fields to convert the prospect to a member:
- Member Since Date — Enter the date the prospect became a member.
- Membership Expiration Date — Enter the member's membership expiration date.
- Membership Prospect Type — This will display the prospect's current prospect type. After converting to a member, you will have the option to assign an Internal Prospect Type.
- Add A Note — A note is required to complete the update. Use this field to document the reason for the manual conversion so all staff are aware of the adjustment.
3. Save the Changes: Click Update Status to complete the conversion. The prospect will now appear under the Members tab.
Frequently Asked Questions
Q: Why would I need to manually convert a prospect to a member?
A: Manual conversion is typically used when a member needs to be set up outside of the standard sales package purchase process, such as when correcting an account or setting up a member whose agreement was handled outside of ClubReady.
Q: Is a note required when converting a prospect to a member?
A: Yes. A note must be entered before the update can be saved. This ensures there is a clear record of why the manual adjustment was made, which is helpful for all staff who may work with the account in the future.
Q: Can the membership expiration date be changed after the conversion is complete?
A: Yes. The expiration date can be updated at any time by navigating to All Detail > General > Edit Membership Status and adjusting the Membership Expiration Date field.