To access the Client Type Changes Report, click the App Drawer button 
then click View All > Reports > Clients > Client Type Changes.
The Client Type Changes Report shows all client type conversions within the selected date range, including details like original and converted purchase options, conversion dates, and more
A client’s type changes depending on the status of the memberships or session passes they have purchased. For example, when a client purchases their first membership, their client type changes from Prospect to Active Member.
Summary cards in the Client Type Changes Report
Summary card | Description |
Total | The total number of times that clients were converted to a different client type during the selected date range. |
Headings in the Client Type Changes Report
Heading | Description |
Client | The name, email, member ID, and profile image of the client is listed in this column. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more. |
Start Date | The date and time when the client type of the client changed to the client type listed under Original Client Type. |
Original Client Type | The previous client type of the client. |
Original Purchase Option | The previous Purchase Option that the client had, if any. |
Conversion Date | The date and time when the client type of the client changed from the client type listed under Original Client Type to the one listed under Converted To Client Type. |
Converted To Client Type | The current client type of the client. |
New Purchase Option | The current Purchase Option that the client has. |