Insurance Memberships

Overview

An insurance-sponsored Membership is paid for by a Customer's insurance provider, and the provider usually requires proof of attendance before it reimburses the Club or the Customer. There are two ways for a Club to pull this verification, depending on whether the provider wants one Customer's history or a full list of everyone on a given Membership type.

Who Sends the Verification

Sometimes the insurance provider asks the Customer directly for proof of attendance. In that case the Customer handles the submission themselves. When the provider asks the Club for verification, the Club exports the records using one of the two methods below and sends them over.

Method 1: Export a Customer's Monthly Report

Use this when the provider needs the attendance and spending history for a single Customer.

1. Open the Customer's Profile.
2. Click the Purchases tab.
3. Under the MONTHLY EXPENSES REPORT drawer, press Generate. The report downloads for that Customer and can be sent to the insurance provider as the verification of activity for the month.

Method 2: Export the Purchase Page and Filter by Membership Type

Use this when the provider needs to see everyone on a specific insurance Membership, or when you need to count visits across multiple Customers.

1. Open the Purchase page of the Dashboard.
2. Export the desired month. Only the Owner role can export data.
3. In the exported CSV, filter for Customers who hold the relevant Membership type (for example, a "Wellhub" Membership).
4. Filter further by a Customer's email to find all of the Reservations or Events that Customer signed up for.

Not all wellness or "Wellhub" Memberships are the same. Different insurance programs run under different Membership names and different reimbursement terms, so confirm the exact Membership type before filtering.

Counting Visits for Per-Visit Reimbursement

Some insurance programs reimburse a flat amount per visit rather than a monthly subsidy. A "Silver and Fit" Membership, for example, is an insurance-sponsored option that reimburses $10 per visit, counting both private court Reservations and Open Play. To produce a monthly visit count for a program like this, use Method 2: export the Purchase page for the month, filter the CSV down to the relevant Membership type, then count each Customer's Reservations and Events to get total visits. There is no dedicated Tableau report for this, so the CSV export is the path to an accurate per-visit count. The exported records give you both the number of visits and the underlying Reservations and Events that back up the figure for the provider.

Common Issues

• Export button is missing or greyed out: Only the Owner role can export data from the Purchase page. Confirm the Profile running the export has Owner permissions.
• Customer's visits look incomplete: A single Customer's full activity is easiest to confirm through their Monthly Report (Method 1), which pulls everything tied to that Profile.
• Wrong Membership picked up in the filter: Membership names vary by insurance program. Verify the exact Membership type with the Customer or the provider before filtering the CSV.