--- title: Release Notes November 13, 2026 description: This release adds First-Time Guest reporting to the Leads dashboard, a new PT Intro Show Count goal, and expanded PT intro performance comparisons. We’re also introducing the Easalytics connector for Claude and scheduled AI Analyst Alerts, updating homepage widgets, and improving ABC and Club Automation membership reporting. Select organizations will also gain access to the new Area Manager Report. --- [Skip to content](https://support.easalytics.com/release-notes-november-13-2026#main-content) [More support](https://support.easalytics.com/kb-tickets/new?hsLang=en-us) [![eas-logo](https://support.easalytics.com/hs-fs/hubfs/easa-logo.png?width=290&height=54&name=easa-logo.png)](https://support.easalytics.com?hsLang=en-us) Open main navigation Close main navigation - [More support](https://support.easalytics.com/kb-tickets/new) - [Email Us](mailto:support@easalytics.com) [Email Us](mailto:support@easalytics.com) What can we help you with? - There are no suggestions because the search field is empty. 1. [Easalytics Knowledge Base](https://support.easalytics.com/?hsLang=en-us) 2. [Release Notes](https://support.easalytics.com/release-notes?hsLang=en-us) November 3, 2026 # Release Notes November 13, 2026 This release adds First-Time Guest reporting to the Leads dashboard, a new PT Intro Show Count goal, and expanded PT intro performance comparisons. We’re also introducing the Easalytics connector for Claude and scheduled AI Analyst Alerts; updating homepage widgets, and improving ABC and Club Automation membership reporting.  Select organizations will also gain access to the new Area Manager Report. Below are the hightlights.  --- ### AI Analyst and Connected AI Updates — Limited Availability Easalytics AI features are available to accounts purchasing our AI features. #### Connect Easalytics to Claude You can now connect Easalytics to Claude through the **Easalytics MCP Connector**, allowing you to ask questions about your organization’s Easalytics data directly from your own Claude account. Explore membership, revenue, personal training, and other available reporting data through natural-language questions and follow-up analysis. #### AI Analyst Alerts: Scheduled Checks and Email Notifications Turn recurring business questions into scheduled checks with **AI Analyst Alerts**. Choose a question, set a schedule, and define when you want an email notification. For example, ask AI Analyst to check your month-to-date PT revenue against goal and notify you when performance falls behind your specified target. From the Alerts area in AI Analyst, you can: - Create scheduled checks with your question and notification conditions. - Review and edit existing alerts. - Test an alert using **Run Now**. - Enable, disable, or delete alerts as your reporting needs change. Alerts help you monitor the measures that matter without repeating the same questions manually. --- ### Lead Conversion Reporting Updates #### First-Time Guests and Conversions Understand how effectively your clubs turn first visits into memberships with new **First-Time Guests** and **First-Time Guest Conversion** metrics on the Leads dashboard, for users with our VFP EngagePro integration.   In the Lead Conversion dashboard you can now:  - Track first-time guest visits and how many guests join on the day of their first visit. - Compare results across clubs, lead sources, and reporting periods. - Review **First Visit Date** in Lead Details. - Explore the new metrics in the Trends and Data Table tabs, and add **First-Time Guest widgets** to your homepage Topline dashboards. These metrics will differ from VFP’s First Visited field, dashboard, and Daily Activity report because Easalytics combines VFP registration history with your MMS check-ins and linked historical identities. This helps distinguish new guest traffic from returning visitors. #### Updated Leads Homepage Topline Dashboard Widgets The **New Leads**,**New Lead-to-Tour Conversion**, **Lead Tour-to-Member Conversion,** and **Lead Conversion** widgets now provide clearer comparisons and more reporting options: - Month-to-date conversion widgets compare to the prior month instead of prior year. - New quarter-to-date versions are available for all four widgets comparing to the prior quarter. - Lead-to-Tour and Tour-to-Member comparisons retain the selected conversion windows. --- ### PT Intro Reporting Updates #### New Goal Metric: PT Intro Shows Set a monthly target for the **number of completed PT Intro appointments** with the new **PT Intro Show Count** goal.  Administrators can enter or upload monthly targets by club through [Goals Admin](https://support.easalytics.com/goals-administration?hsLang=en-us).  Track actual shows against daily and monthly targets in the **Goals dashboard**, where this new metric is initially available. Other available goal metrics include NMUs, PIF NMU Count, New Dues, Total Revenue, Revenue for individual Profit Center Groups, PT Revenue, New PT EFT Draft, Net PT EFT Draft, and PT PIF Revenue. #### Salesperson Performance dashboard: added PT Intro Shows **PT Intro Show Count** and **PT Intro Show %** have been added to Salesperson Performance, including the main dashboard, Data Table, and Monthly Data Table. These new metrics help managers evaluate introductory appointment attendance alongside member sales, tours given and converted, and PT Intro booking performance. #### PT Intro Sales Funnel dashboard: added Average Comparison Lines and Percentage Targets Compare PT intro performance with average results and adjustable **Book %, Show %, and Close % targets**. The default targets are **70% Book, 50% Show, and 25% Close**. Adjust them within the dashboard and save a view to retain your preferred settings. Additional tooltip and data-table fields show the selected targets and differences from target, helping identify which stages of the funnel need attention. These percentage targets are separate from the monthly **PT Intro Show Count** goal entered in Goals Admin. --- ### ABC Reporting Updates #### Returning Members: Rewrites and Renewals We improved handling of qualifying rewrites and renewals allowing previously inactive members returning to membership to be included in **New Member Units**.  This addresses cases where a member’s earlier inactive date prevented qualifying new membership activity from being counted. #### Duplicate NMUs for Reinstated Members We corrected cases where the same return to membership appeared as both a Reinstatement and a Rewrite on the same day.  A single qualifying return contributes one NMU, with corresponding corrections to associated new dues across membership reporting, Salesperson Performance, Goals, and related widgets. #### PT Members Coming Off Freeze We added retention of completed PT freeze dates so reporting can recognize packages returning to active billing.  This improves **Off Freeze** values and **Net PT EFT Draft** calculations that include freeze activity. --- ### Club Automation Reporting Updates: #### Agreement Join Source We improved **Online** vs **In Person** classification for agreements with incomplete source information.    This addresses cases where online agreements were incorrectly classified as In Person, improving join-source breakdowns in membership dashboards and homepage widgets. #### Cancellation Status and Lost-Member Timing We improved handling of cancellations that supersede previously scheduled membership changes.  This addresses cases where canceled members could remain Active or appear in the wrong month’s Lost Members, improving membership status and lost-member reporting. --- ### New "Area Manager Report" — Limited Availability The new **Area Manager Report** brings regional and club performance into one consolidated view, helping managers review results, compare locations, and identify where follow-up is needed.  “Region” refers to your organization’s **Primary Club Grouping**, which administrators can manage in the Easalytics Admin section. The new report organizes key measures into clear sections: - **Leads:** Lead conversion, online and in-person sales, first-time guests, and same-day guest conversions. - **Membership:** NMUs, progress toward membership goals, lost members, net membership growth, referrals, and payment-method measures. - **Revenue:** Projected revenue performance against goal, including remaining invoice amounts. - **Personal Training:** PT intro booking and show performance. Use the **All Regions** tab to compare each region side by side, or the **Region & Clubs** tab to compare clubs within a selected region.  Review month-to-date or prior-month results, with filters for club groupings, clubs, and membership type groups. The Area Manager Report is available to organizations with the Easalytics Goals product and access to this report enabled. --- ### Noteworthy Updates and Minor Fixes #### Goals and Dashboard Navigation | Dashboard | Update | | --- | --- | | **Goals** | Revenue and PT Revenue headline metrics, pace calculations, and differences from goal now respond consistently to the **Invoice Amount** display option across affected Goals dashboards. | | **Goals Lite** | Drill-through navigation retains applicable date selections and **Member Count Exclusion** settings. | | **Past Due → Member List** | Removed an extra day from the drill-through date range. | #### Membership Reporting | Dashboard | Update | | --- | --- | | **Expiring Memberships** | Corrected next month’s recurring renewal dollars. | | **Membership Trends** | Restored missing year-over-year information for Referred New Members. | | **Member Referral Analysis** | Corrected referrer counts when separate members share the same name. | | **Member Segment Analysis** | Corrected the Avg Lifetime Spend calculation. | | **Upgrades & Downgrades** | Preserved the actual signs of dues changes in Net Dues Impact and Average Dues Impact. | | **Attrition Trends** | Corrected chart calculations that displayed two attrition metrics under each other’s labels. | | **Membership Changes** | Corrected the positioning of flows in the Sankey visualization. | | **New Member Detail** | Corrected Agreement End Date sorting to use chronological order. | #### Personal Training Reporting | Dashboard | Update | | --- | --- | | **PT Usage** | Corrected period-end inclusion and excluded pending sessions from completed-session average calculations. | | **PT Usage Trends** | Corrected average session duration calculations. | | **Trainer Performance** | Corrected member tenure calculations to reflect time spent with the selected trainer. | | **PT Sales Trends** | Corrected the year-over-year direction of Net PT EFT Draft comparisons. | #### Check-ins, Classes, and Events | Dashboard | Update | | --- | --- | | **Check-ins by Day & Time** | Corrected average unique-member values in heat-map tooltips. | | **Class Attendance** | Corrected Cost Per Attendee when multiple instructors are grouped together. | | **Event Attendance** | Corrected average event utilization and average event minutes cacluations to exclude pending events. | - [Getting Started Guides](https://support.easalytics.com/getting-started-guides?hsLang=en-us#main-content) - [Guides](https://support.easalytics.com/getting-started-guides?hsLang=en-us#guides) - [Integrations](https://support.easalytics.com/getting-started-guides?hsLang=en-us#integrations) - [Easalytics Administration](https://support.easalytics.com/getting-started-guides?hsLang=en-us#easalytics-administration) - [AI connections](https://support.easalytics.com/getting-started-guides?hsLang=en-us#ai-connections) - [Tutorial Videos](https://support.easalytics.com/tutorial-videos?hsLang=en-us) - [Dashboard Overviews](https://support.easalytics.com/dashboard-overviews?hsLang=en-us#main-content) - [Overall](https://support.easalytics.com/dashboard-overviews?hsLang=en-us#overall) - [Membership](https://support.easalytics.com/dashboard-overviews?hsLang=en-us#membership) - [Revenue](https://support.easalytics.com/dashboard-overviews?hsLang=en-us#revenue) - [Check-Ins](https://support.easalytics.com/dashboard-overviews?hsLang=en-us#check-ins) - [Personal Training](https://support.easalytics.com/dashboard-overviews?hsLang=en-us#personal-training) - [Events](https://support.easalytics.com/dashboard-overviews?hsLang=en-us#events) - [Acquisition](https://support.easalytics.com/dashboard-overviews?hsLang=en-us#acquisition) - [Retention & Attrition](https://support.easalytics.com/dashboard-overviews?hsLang=en-us#retention-attrition) - [SmartSights](https://support.easalytics.com/dashboard-overviews?hsLang=en-us#smartsights) - [Goals](https://support.easalytics.com/dashboard-overviews?hsLang=en-us#goals) - [Member List & Saved Cohorts](https://support.easalytics.com/dashboard-overviews?hsLang=en-us#member-list-saved-cohorts) - [Forecasting](https://support.easalytics.com/dashboard-overviews?hsLang=en-us#forecasting) - [FAQ](https://support.easalytics.com/faq?hsLang=en-us#main-content) - [Metrics Questions](https://support.easalytics.com/faq?hsLang=en-us#metrics-questions) - [Functionality Questions](https://support.easalytics.com/faq?hsLang=en-us#functionality-questions) - [Troubleshooting](https://support.easalytics.com/troubleshooting?hsLang=en-us) - [Release Notes](https://support.easalytics.com/release-notes?hsLang=en-us) [![easa-logo](https://support.easalytics.com/hs-fs/hubfs/easa-logo.png?width=150&height=28&name=easa-logo.png "easa-logo")](https://support.easalytics.com/?hsLang=en-us) [Request Support](https://support.easalytics.com/kb-tickets/new?hsLang=en-us)