Examples

For: Owners, Managers & Front-desk Staff

Real-world situations from the front desk and the back office, showing how the Members area fits together.

1. Enrolling a new member at a yoga studio

Situation: A walk-in wants to start on your Unlimited Monthly plan.

Setup steps:

1. In the Directory, click Invite member, enter their Email, and choose Unlimited Monthly.
2. Click Send invitation — they get a link to confirm their details and sign your waiver.
3. Once they accept and sign, they appear as Active with a renewal date.

2. A member going travelling

Situation: A regular is away for two months and doesn't want to pay while they're gone.

Setup steps:

1. Open the member's profile → Overview → Freeze membership.
2. Billing pauses and access is withdrawn — their history stays intact.
3. When they're back, use Reactivate membership.

3. A family with two kids at a dance studio

Situation: A parent on a family plan is enrolling both children.

Setup steps:

1. Click Add dependent, choose the parent as Guardian, and enter the first child's name, date of birth, and Relationship.
2. Set Guardian permission to Manage (book, check-in, sign) and, if you use one, seat them in the family's group.
3. Repeat for the second child. The parent signs the waivers to activate both, then books and checks them in from their app.

4. Building a win-back list

Situation: You want to group members who haven't visited recently so you can follow up.

Setup steps:

1. On each member's profile, open Tags and add a tag like at-risk.
2. Later, filter or act on that group — tags pair with the directory and with automations.
3. Reach out, then remove the tag once they're back.

Tips for all studios

• Prefer Freeze over Cancel when a member is likely to return — it keeps their history and price.
• Keep internal context on the Notes tab; it's never visible to the member.