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Contacts - Contact Details

Check your clients' complete information

How does this report help you?

  • View the complete detail of your contacts, including segment, source, and active memberships.
  • Check whether a client has already signed the liability waiver.
  • See whether a client has already purchased an intro offer.
  • Filter by birthday month, name, email, segment, or contact source.
  • Check any custom fields you've set up for your clients.

Information Available in the Report

Contact Details

  • Birthday month – month the client was born.
  • Name – client's name.
  • Email – client's email address.
  • Segment – segment assigned to the client.
  • Lead source – where the client came from.
  • Liability waiver status – whether the client has signed the waiver.
  • Purchased intro offer – whether the client has purchased an intro offer.
  • Active memberships – memberships the client currently has active.

Custom Fields

  • Any custom field you've set up for your clients will appear in this section.

Available Filters

  • Birthday month
  • Name
  • Email
  • Segment
  • Lead source
  • Liability waiver status
  • Purchased intro offer
  • Active memberships

Frequently Asked Questions

▶ What are "custom fields"? These are additional fields you configure in Fitune for your contacts (for example, studio-specific information), which automatically show up in this report.

▶ Can I see if a client has already signed the liability waiver? Yes, the report includes the liability waiver status for each contact.

▶ Can I filter for only clients with an active membership? Yes, you can use the "Active memberships" filter to see only those contacts.

▶ Does this report show each client's source? Yes, through the "Lead source" filter you can see where each contact came from.