Before you leave, we recommend handing a few things and downloading some reporting. Here are some typical steps to follow when your site is impending deactivation:
Process any outstanding product purchases by going to Reports > Revenue based > Outstanding Product Purchases
Process any failed payments/overdue invoices by going to Reports > Revenue based > Failed Payments
Suggest your athletes to download their Performance Data. Athletes can export performance history by following the steps below. Log in to their Triib Dashboard (your-facility.triib.com/accounts/login), Click Performance Tracking and Click CSV
Remove any Triib URLs from your website that you may have integrated
Download reporting you may want: Here are a few suggestions:
Members >
- Active Members
- Other Members
Income Reports >
- Income Summary Report
- Income Invoice Detail Report
- Income Deposit Report
- Upcoming Payments
- Revenue Over Time
Reports > Attendance >
- Monthly Attendance by Member
- Upcoming Drop Ins
- Upcoming Free Trials
Reports > Revenue >
- Outstanding Purchases
- Failed Payments
Members >
- Active Members
- Other Members
These steps are not required but we suggest:
Terminate future autopays
Cancel future classes and personal coaching sessions
Deactivate future auto emails