Members. Tiers. Renewals. Check-in. The membership registry.
Member directory with prospects, waitlist, and onboarding. Tier-based plans with pricing and entitlements defined in Purview. Subscription billing with dunning for failed-payment recovery. Renewal pipeline with automated reminders. Check-in with access log and guest passes. Family plans, corporate accounts, and roaming across locations. Retention scoring with churn analysis and win-back.
Members. Prospects. Waitlist. Onboarding. Member detail.
Searchable member registry with profiles, status, and tier. Prospect pipeline for pre-member inquiries. Waitlist with overflow management. New-member onboarding ceremony with stage pipeline. Member detail workspace. Waivers for liability documentation.
Every member. Every tier. Every visit. One registry.
The member directory is the core of Registry — searchable, filterable, and exportable. Each member profile carries their tier, join date, renewal date, visit history, billing status, family links, and engagement score. Create members individually, import in bulk, or let them apply through a membership application form.
Member Profiles
Name, contact info, tier, status, join date, renewal date, visit count, last visit, billing balance, engagement score, linked family members, and notes.
Search & Filter
Search by name, email, or member ID. Filter by tier, status, join date range, renewal status, or engagement level.
Membership Application Form
Public-facing application form powered by Calisto Forms. Prospects apply, you review.
Unlimited tiers. Per-tier pricing and entitlements. Plan reference from Purview.
Tier configuration with pricing, capacity limits, and waitlist overflow. Plan definitions and entitlements managed in Purview. Read-only plan reference surface in Registry with link to edit in Purview. Perks catalog per tier.
Unlimited tiers. Per-tier pricing. Capacity limits with waitlist overflow.
Create as many membership tiers as your operation needs — basic, premium, VIP, family, corporate, student, seasonal. Each tier has its own pricing, benefits, capacity limit, and waitlist behavior. When a tier is full, new applicants land on the waitlist automatically.
Tier Configuration
Name, description, pricing (monthly, annual, or custom cycle), benefits list, capacity limit, and auto-waitlist when full.
Base Pricing
Set the default pricing structure. Override per tier.
Capacity & Waitlist
Maximum members per tier. When a tier hits capacity, new applications queue in the waitlist with position number and estimated wait.
Five-stage renewal pipeline. Subscription billing. Dunning for failed-payment recovery.
Renewal pipeline with automated reminders — individual and batch. Personal staff renewal views. Subscription management with billing lifecycle. Dunning ladder for failed-payment recovery with escalation steps. Member folios with charges, payments, and balances. Revenue tracking. Freezes for temporary membership holds.
Upcoming. Overdue. Processed. No renewal falls through the cracks.
The renewal pipeline shows every member's renewal status — upcoming, due, overdue, processed, or lapsed. Automated reminders send individually or in batch. Revenue reporting forecasts renewal income. Personal renewal view lets front-desk staff see their own queue.
Renewal Pipeline
Five views: upcoming (within 30 days), due (renewal date passed), overdue (grace period expired), processed (completed), and lapsed (lost).
Automated Reminders
Individual and batch reminders via email and SMS. Configurable timing — 30 days, 14 days, 7 days, day of, overdue.
Revenue Forecasting
Projected renewal revenue by tier, by month. Actual vs projected comparison.
My Renewals (Staff View)
Each front-desk team member sees their own renewal queue — the members they're responsible for following up with.
Membership verification. Access log. Guest passes. Roaming.
Check-in with membership status verification. Access log with entry history. Guest pass lifecycle. Roaming across locations for multi-property operators. Usage tracking with check-in and access data.
Check in at the door. Log every visit. Issue guest passes.
The operational layer of membership — what happens when members walk through the door. Membership verification at check-in. Access log recording every entry and exit. Guest pass issuance for non-members visiting with a member. New-member onboarding workflow that guides the member through their first steps.
Check-In
Scan, tap, or search to verify membership status. Visit recorded automatically. Works at the front desk, a kiosk, or a mobile device.
Access Log
Every entry and exit recorded with timestamp, member, and location. Filterable by date, member, and time range.
Guest Passes
Issue guest passes to non-members. Track issuance, usage, and redemption. Configurable limits per member per period.
Onboarding
New-member workflow with progress tracking — orientation, facility tour, waiver signature, first check-in, profile completion. Configurable steps.
Individual. Family with linked accounts. Corporate with group billing.
Three membership models. Individual memberships. Family plans with linked accounts and shared billing. Corporate accounts with group billing and multi-member management.
Individual. Family. Corporate. Roaming.
Four membership models beyond the standard individual plan. Family plans link accounts with shared billing. Corporate accounts manage employee rosters with consolidated invoicing. Roaming lets members use their membership at any of your locations — for multi-site operators.
Family Plans
Linked family member accounts under one primary. Shared folio with consolidated billing. Each family member has their own check-in, visit history, and engagement tracking.
Corporate Accounts
Company-level accounts with employee rosters. Group billing with purchase orders. Volume pricing. Dedicated account manager assignment.
Roaming
Members access any location in your network. Visit data syncs back to the home location. For gym chains, coworking networks, and multi-property clubs.
Credit Eligibility
Membership credit assessment — payment history, tenure, and engagement score determine eligibility for credits, deferrals, and special terms.
At-risk identification. Churn analysis. Win-back. Engagement scoring. Surveys.
Retention dashboard with at-risk member identification. Churn analysis with trend data. Win-back campaigns for lapsed members. Engagement scoring with composite per-member metrics. Member surveys. Analytics dashboard with merged engagement data.
See who's leaving. See why. Win them back.
Three dashboards that tell you the health of your membership. Retention tracking identifies at-risk members by engagement drop-off and visit frequency decline. Churn analysis shows cancellation reasons with recovery paths. Win-back campaigns target lapsed members with re-enrollment offers. Engagement scoring rates every member on activity frequency, visit recency, and participation. Member surveys collect direct feedback.
Retention Tracking
At-risk member identification based on declining visit frequency, engagement score drop, and upcoming renewal with no recent activity.
Churn Analysis
Cancellation reasons with categories. Volume trends over time. Recovery rate tracking for win-back attempts.
Win-Back Campaigns
Target lapsed members with re-enrollment offers. Track campaign performance — contacted, re-engaged, re-enrolled.
Engagement Scoring
Activity-based score per member. Factors: visit frequency, recency, event participation, referral activity, survey responses.
Member Surveys
Collect feedback directly. Net promoter score. Satisfaction tracking over time.
Analytics Dashboard
Membership trends — growth, churn, net change. Demographics. Tier distribution. Revenue per member.
Tier-based benefits. What each membership level includes.
Perk catalog organized by tier. Each perk defines what the membership level grants. Distinct from Circle loyalty rewards — perks are entitlements, not points.
Perks. Referrals. Waitlist. The extras that make membership worth it.
Three program types that add value to membership and drive growth. Perks give members benefits tied to their tier. Referrals reward members who bring in new members. The waitlist manages demand when tiers are at capacity.
Perks
Benefits catalog configured per tier — discounts, priority access, free guest passes, early booking, exclusive events. Members see their perks on their portal.
Referrals
Member-to-member referral tracking. When a member refers someone who joins, both earn a reward. Track referral source, conversion, and reward fulfillment.
Waitlist & Inquiries
Pending applications with position, estimated wait, and capacity status. Inquiry tracking for prospects not yet ready to apply.
Full lifecycle membership management. Nothing extra.
Member Directory
Searchable member registry with profiles and status. Prospects pipeline. Waitlist. New-member onboarding with stage pipeline. Member detail workspace. Waivers. Bulk import.
Tiers & Plans
Unlimited tiers with per-tier pricing, capacity limits, and waitlist overflow. Plan and entitlement reference from Purview. Perks catalog per tier.
Renewals & Billing
Five-stage renewal pipeline with automated reminders. Subscription billing lifecycle. Dunning ladder for failed-payment recovery. Member folios with charges, payments, and balances. Revenue tracking. Freezes.
Check-In & Access
Check-in with membership verification. Access log with entry history. Guest pass lifecycle. Usage tracking. Roaming across locations for multi-property operators.
Membership Models
Individual, family plans with linked accounts and shared billing, corporate accounts with group billing. Roaming. Credit eligibility.
Retention & Intelligence
At-risk identification. Churn analysis with trends. Win-back campaigns. Engagement scoring with composite per-member metrics. Member surveys. Analytics dashboard.
Approvals & Reports
Tier-change approval queue. Reports with MTD KPIs and analytical surface catalog. Personal staff views (my members, my renewals).
Platform Integrations
Purview (plan definitions and entitlements). Circle (referrals and loyalty rewards). Sites (member portal, waitlist page). Ledger (revenue flow). Access (membership-gated entry).
High-Performance Ops. Zero Monthly Overhead.
Get all 15 Core modules at no monthly cost. You only pay 2% of processed revenue.