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Member Management

Every member, one clean timeline

Profiles, attendance, membership status, and history in one place — no more cross-referencing spreadsheets to answer a simple question at the front desk.

1timeline per member, not five tools
  1. 1

    Meera Iyer joined

    Signed up on the Growth plan

  2. 2

    18 check-ins this month

    Consistent, 4x a week

  3. 3

    Renews in 12 days

    Auto-billing on file

From a bare setup to a running member management workflow, in three moves.

01

Capture

A new member's details, plan, and payment method are entered once — at signup, a walk-in, or self-serve on the branded app.

Contact detailsPlan & pricingPayment methodEmergency contact
02

Track

Every check-in, class booking, and note lands on that same profile automatically, building a real history instead of scattered records.

DateActivityNote
MonCheck-in — 6:42 AM—
WedBooked HIIT classWaitlist cleared
FriMissed check-inFlagged for follow-up
03

Follow up

When attendance drops or a renewal is close, the member surfaces on a staff worklist instead of quietly slipping away.

At-risk members

12

no visit in 21 days

Renewals this week

9

A single source of truth per member

Contact details, plan history, check-ins, and notes live on one profile. Front-desk staff see the full picture in one tap instead of digging through old messages.

See member profiles

Active members

482

+18 this month

Avg. tenure

14 mo

At-risk

12

no visit in 21 days

Check-ins and follow-ups without the guesswork

Attendance logs feed straight back into the same profile, so a trainer or manager can spot a member drifting away before they cancel.

Set up follow-ups
  1. 1

    Joined

    Signed up on the Growth plan

  2. 2

    12 check-ins

    Consistent for 6 weeks

  3. 3

    Missed 3 visits

    Flagged for follow-up

Questions, answered

Yes. A profile stays intact even if a membership lapses, so a returning member's attendance and plan history are still there when they come back.

Yes, scoped to their role. Front desk sees check-ins and billing status; trainers see their own clients' session history — all from the same underlying profile.

Member Management | WellbeSync Features