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Smart Retention Tool

Take action before members cancel — with real-time alerts and instant notifications

Updated this week

The Smart Retention Tool helps you identify members who may be at risk of leaving. When someone hasn’t been seen for a while, they’ll appear as a Red Alert — both on your dashboard and as a push notification in the Trainer App — so your team can act quickly and personally.


Package

This feature is available on the ClubRight Complete package.


Why Use This Feature?

With the Smart Retention Tool, you can:

  • Instantly spot members who haven’t attended in a while

  • Receive real-time alerts on your main dashboard

  • Notify team members via the App

  • Personally re-engage members when they return

  • Prevent cancellations by showing members you care

🟥 Red Alert = member not seen recently
When someone is flagged as a Red Alert, it's a chance to re-connect and make today's visit their best yet.


How to Set Your Red Alert Criteria

Every club is different, so you can define your own rules for when a member should be marked as a Red Alert.

  1. Go to Settings → Club Info → Club Access

  2. Set your own Red Alert Criteria (e.g. not attended in 14 days)

  3. Save your changes

From now on, any member who meets this rule will automatically trigger an alert and be added to the Smart Retention view.

Helpful Tip

Use the Trainer App to make sure your team sees the alert straight away — even if they’re not in front of the dashboard. This makes it easy to act in the moment and provide a positive, personal experience that improves retention.

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