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Exporting & Printing History of Contacts .......................................................................................... 34
Viewing History of Program Changes .............................................................................................. 35
Customer Correspondence ............................................................................................................... 36
Daily Management from the Management Screen ......................................................................... 37
Marking items as completed ............................................................................................................. 37
Non-Attendance .................................................................................................................................. 37
Bulk E-Mails, SMS and Letters .............................................................................................................. 38
Viewing Customer Records ................................................................................................................ 38
Current & Missed Appointments ....................................................................................................... 38
Reporting on your programs .................................................................................................................. 39
Sales Report ........................................................................................................................................... 39
Average Time as a Member .............................................................................................................. 39
Average Time of Cancelled Members ............................................................................................ 40
No Sale Return Report ......................................................................................................................... 42
Program Usage Analysis...................................................................................................................... 42
Retention Prospect Conversion Performance ................................................................................ 43
Sales Person Performance Report .................................................................................................... 43
Glossary ...................................................................................................................................................... 44
Retention User Guide
January 2013
2