 | Membership | |
 |
The Membership tool is only applicable to memberships, not leads or resources. If a lead has not paid, they will not be listed in this area. Like Leads, there are member colors as well. These must be assigned to e |
|
 |
 | Pending Members | |
 |
Pending MembersA Pending Member consists of a person that has paid for their membership, but have not completely processed. For example, their check may not have |
|
 |
 | Active Members | |
 |
Active MembersThe Active Members tab features all of your active members currently in the database, regardless of matchmaker. These are your primary clients, who |
|
 |
 | Free Members | |
 |
Free MembersThe Free Members table displays all of your memberships that were not obligated to pay, regardless of matchmaker. Perhaps you had a member who was ve |
|
 |
 | Inactive Members | |
 |
Inactive MembersThe Inactive Members table features all of the paid members who are currently not participating in dates. There are a variety of reasons why some |
|
 |
 | Frozen Shelf | |
 |
Frozen ShelfThe Frozen Shelf features all members that are currently on a hiatus from using your dating services, placed aside for future use. If you have members who inform you that they not in a dati |
|
 |
 | Selections Admin | |
 |
Selections Admin
The Selections Admin shows the progress of all dates in your system. They are divided by days of the week, past dates, upcoming, and pending dates.
|
|
 |
 | Selections/Date Archive | |
 |
Selections/Date ArchiveThe Selections/Date Archive is similar to the Selections Admin tool, except that it is displayed differently. |
|
 |
 | Date/Meeting Engine | |
 |
Date/Meeting Engine
The Date/Meeting Engine is a quick tool to set up members on a date. However, dates can only be created here with the user's ID number. We recommend you create dates from within the member record. |
|
 |
 | Dateless Members | |
 |
Dateless MembersThe Dateless Members tool shows active members that have not been on a date in a certain amount of time. The time frame can be altered at the dro |
|
 |
 | Member Matrix Scores | |
 |
Member Matrix Score
The Member Matrix Score displays the scores of the member's answers under the Matrix column in their profile. The page is blank upon viewing.
|
|
 |
 | Matchmaker Sheet | |
 |
Matchmaker Sheet
The Matchmaker Sheet displays the details of every matchmaker's business trends. There are five tabs that segment the data into further analysis.
To View a Diffe |
|
 |
 | Matchmaker Colors | |
 |
Matchmaker ColorsMatchmaker Colors represent the different standings of members. Upon first using your system, there are no set standings. |
|
 |