members-and-crm
Members & CRM
Manage members, track contacts, and use CRM tools to grow your program
Members Overview
Central hub for managing memberships in your clubs, memberships or programs, with links to detailed guides on filtering, editing, bulk actions, statuses, notes, and how members heard about you.
Find and Filter Members
Search, filter, and navigate the members table to find specific memberships quickly.
Edit a Member
Open the member sidebar to view details, change tiers, switch clubs, pause, resume, cancel, and manage individual member settings, including staff attribution and how the member heard about you.
Kiosk Mode
Hand a tablet to customers so they can join a club, membership or program themselves at the counter: starting kiosk mode, the choices for each session, what customers see, session limits, leaving kiosk mode, and ending a lost tablet from Running kiosks.
Bulk Member Actions
Select multiple members to apply labels, activate staged members in bulk, and export member data.
Kiosk Settings
Customize the kiosk tablet under Settings > Kiosk: the welcome screen wording, the background image and text readability, the thank-you message, and the defaults staff start kiosk mode with.
Members Without a Card
What happens when a member reaches renewal with no card, the reminders they get beforehand and how to change them, card links and expired links, the daily "Members without a card" email, which charges need a card, importing members with a paid-through date, and how to activate members without a card and set or change their paid-through date.
Comps and Lifetime Memberships
Give a member a complimentary (comp) or lifetime membership that is never billed: where to grant one, ending on a date or never, changing the end date, ending a comp, pausing and tier changes, and how comps show up on People, in exports, in revenue and in the member portal.
Signup Questions
Ask people something when they join a program, such as a size, a preference or a date to remember, and use their answers on the People page, in exports, the Signup answers report, new-member emails, imports and at the register (Show at POS).
Member Statuses
What each membership status means, how members transition between them, and what happens during staged activation.
Customer Notes
Add, edit, and manage notes and alerts on member profiles for your team and POS terminal, and export them from the Notes page.
Inbox
Message your members two ways, reply with an AI draft you approve, and message the MemberZone team from one place.
CRM Overview
A unified view of everyone connected to your business - prospects, staged members, ecommerce customers, and active members.
Bulk Import Members
Use the import wizard to upload a spreadsheet of contacts, map columns, review data, and import in bulk, including paid-through dates, comps and updating members who are already staged.
Prospect Pipeline
Track and manage prospects through your pipeline - from first contact to club membership.