About this report
This report shows how many people are showing up for their scheduled Orientations, whether or not PT is being sold during that Orientation, and the total amount of PT sold.
Are your new members showing up for Orientations? Is your Orientation Staff selling Personal Training at that Orientation? This report is a great tool to create and track goals for Orientation staff and perhaps use as part of an incentive program.
Note: Orientations are not the same as as the new PT Sales Appointment option. (Orientation appointments are not commonly used in InTouch Drive).
To access this report
- Log into Drive and select the Reports menu
- Select the Live Reports section
- Find (or search for) the report named Orientation Show Rate, Orientation PT Sales and Total PT Purchases
- Select View
- A new window should appear allowing you to enter your report parameters
- Select a Club (this legacy report is available in single-club format only)
- Select a date range (one-year max)
- Select from a PDF or CSV format
- Select Run Report