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Guide to 100 members
Membership pricing guide
How to send automated receipts
This SOP outlines the steps to navigate and utilize the dashboard for managing users and events effectively.
1. Understanding User Metrics 0:00
Total Users: Represents everyone who has ever booked an event.
Current Members: Active memberships at present.
New Users: Users who booked an event in the current month.
Event Revenue: Total revenue from events booked.
Membership Revenue: Revenue from memberships purchased.
Total Bookings: List of all bookings for the month.
2. Identifying At-Risk Users 0:39
At-Risk Users: Users who have not booked in the last 2 to 8 weeks.
Completed Memberships: Users who completed their membership in the last 30 days.
3. Accessing User Details 1:05
Click on Total Users to view detailed information.
Check for memberships and bookings associated with each user.
4. Reviewing Revenue and Bookings 1:36
Review Event Revenue and Membership Revenue to track financial performance.
Note any bookings that have been cancelled or refunded.
5. Exporting Data 2:08
Use the export function to download data to Excel.
Export at-risk users or total users for further contact.
Ensure to verify the accuracy of user data before taking any actions based on it.
Be cautious when contacting at-risk users; personalize your communication to improve engagement.
Regularly check the dashboard to stay updated on user metrics and revenue.
Set reminders to follow up with at-risk users to enhance retention.
Utilize Excel exports for better data analysis and tracking.