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A: Please refer to the various ways to run the Member Retention Score Summary Report.

Q: Can I view my Reservation Dashboard within CMA? 

A: Yes, your Reservation Dashboard can be configured to show directly within CMA without the need to toggle between CRM and CMA. This dashboard allows you to view important reservation metrics which help ensure your club is operating within your State’s guidelines.

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Best Practices

  • Staff involvement and Member knowledge is important when interpreting score data. For example, a Member may be out of town for a month which would negatively impact their Dollars Spent and Reservations scores; but is not a reason for concern if it lowers their 30 or 60 day score. 
  • Membership Type typically shifts due to age at most clubs (i.e. - Junior or Associate Member to Full Member). This is a common time for Members to reevaluate their Membership at the Club, leading to some Member loss. This would be an ideal time to make contact with Members about to make this transition to ensure their happiness and engagement prior to their Member Type Shift.
  • For more information regarding Best Practices, specifically working with Reporting tools, At-Risk, and High Scoring Members, please view the fact sheet here

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