The Plan Cancellations report helps you track and analyze membership cancellations at your studio. This tool allows you to identify trends, understand why members leave, and develop strategies to improve retention.

To access the Plan Cancellation Report follow these steps:

Date Range: Default is the last two months and two upcoming months, Monthly selection.

Location

Reason

Fixable Reasons

Non-Fixable Reasons

Plan Changes are not included in this report because they are considered to be Upgrades and Downgrades, they are not considered cancellations. The Membership changes Non-Fixable Reason is manually selected

Report includes intro offers, class plans, appointment plans, and credit bundles.

These are cancellation reasons that you potentially have control over and could address through changes or improvements.

These are circumstances beyond your studio's control, typically involving personal life changes.

To message clients from a report,select one or more clients on the report and click on the "Message" button. This will open a new message window where you can compose your message and send it directly to the selected clients.

This feature is especially useful for following up with clients who have recently cancelled their membership. By reaching out to them directly, you can gather feedback and potentially retain them as clients.

Editing Cancelation Reasons

Once you put in a reason for cancellation, it's set in stone - you can't edit or change it later.

Your best friend here is the client profile notes system. Use it to write down everything about your follow-up efforts - when you contacted them, what they said, and any special circumstances. There is not a way to track follow ups on this report. Or, you can also create a tag system to help organize your win-back campaigns and prioritize who to follow up with first.