Member CRM: Internal Notes & Milestone Expansion

Private staff-only notes on every member profile, plus milestones expanded to count bookings and every kind of attendance, with a per-member engagement panel and a staff push the moment someone crosses one. This update is designed for club managers who want a better club operations experience — less manual work, more control, and a smoother workflow.

What's Included

Internal notes: private, staff-only rich text on a member's profile; the member never sees them and they never appear in an email

Notes are timestamped and attributed to the author; edit or delete your own

Milestones now count club visits, open plays, court reservations, events attended, lessons attended, reservations booked, and guests invited

Per-member Milestones & engagement panel: the count for each metric and how far to the next threshold

Staff who opt in get a push the moment a member crosses a milestone

Pro and Elite; off by default. Turning it on seeds member history first, so nobody gets retroactive alert spam

Why This Matters

Member CRM: Internal Notes & Milestone Expansion addresses a real need for club managers. Private staff-only notes on every member profile, plus milestones expanded to count bookings and every kind of attendance, with a per-member engagement panel and a staff push the moment someone crosses one. By building this directly into the platform, club managers save time and get a more reliable experience — no workarounds, no third-party tools, no spreadsheets.