Learn what Statuses and Quick links mean in the Program Overview, and what action is needed from you.
Program Overview
The Program Overview is meant to give you and your team an easy visual to see what actions you may need to take to get the most of out of your Check-in Reimbursement Programs.
Clicking the program name in the left navigation will open the Overview page.
Searching is the easiest way to find a participant. Use the search field at the top of the page quickly find an enrollment. Click here for more info on searching for enrollments in Welld.
There are 3 distinct buckets that represent enrollment statuses on the Overview page:
- New actions (active)
- Enrolled
- Post-enrollment
Each of these areas will be broken down individually below, including the Quick links typically found under each section.
The Quick links will take you directly to the List tab, but with a filtered view (e.g. clicking the "Total Referrals (last 30 days)" quick link in the red bucket will take you to a filtered list of all participants who have been registered via the Welld self-registration URL).
Note: Programs will have different quick links. Some of the quick links, such as Touchpoints, may not apply to CHIRPs!
Status types:
Needs Action: These are members that have been created in Welld but are not in your MMS. There may have been an issue "pushing" them into your MMS, or they were created by a staff member in Welld manually which does yet push to your MMS. See the article for more detail: What do I need to do when I see "Needs Action", "Push Failed", or "Membership Sync Issue" in Welld?
Enrolled: A valid ID means that the member has been successfully registered and pushed to the respective MMS.
Post-enrollment: The member was found ineligible, and as a result, their membership was deemed invalid. Alternatively, a staff member moved the member to post-enrollment status.
Total referrals (last 30 days) - This the total number of members that have registered via the Welld self-registration URL in the last 30 days.
Push failed - this is a list of member who did not "push" successfully from Welld to your MMS. These may require action from your team, so be sure to click here and review these. See the article What do I need to do when I see "Needs Action", "Push Failed", or "Membership Sync Issue" in Welld?
Invalid benefit ID - This means that in Welld the member's benefit ID to access the fitness program is now invalid.
Missing benefit ID - This means that in Welld the member's benefit ID to access the fitness program is missing.
Has not visited club (last 4 days) - This means that the member has at least one visit, but hasn't visited your studio within the last 4 days.
Membership Sync Issue - The scantag ID is not valid within your respective MMS. See the article What do I need to do when I see "Needs Action", "Push Failed", or "Membership Sync Issue" in Welld?
Unverified Benefit ID - The benefit ID for the member has not been verified. Navigate to the enrollment to run the Validation. Click on the "Revalidate". If the ID is no longer valid use the edit pencil icon to the right of the revalidate icon.
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