Member CRM · Pro & Elite

Know every member. Make them feel it.

Two small tools that add up to a members-first club: private notes your team keeps on each person, and milestones that recognize how much they actually show up. Both live right on the member's profile, and both are off until you turn them on.

Internal notes: your team's shared memory

Keep private context on any member right on their profile: a preference, a conversation, a follow-up, an accommodation. Notes are staff-only. The member never sees them, and they never appear in any email or member-facing screen.

  • Rich text, so a note can have bold, lists, and links, not just a plain line.
  • Every note is stamped with who wrote it and when, newest first.
  • Edit or delete your own notes; other staff's notes stay under their name.
  • Your note appears the instant you save it, with no page refresh.

Milestones that count what really happened

Recognize loyalty across the ways members actually engage, counted from real activity, not registrations. Set the thresholds that matter to your club and let the platform watch for them.

  • Seven signals: club visits, open plays, court reservations, events attended, lessons attended, reservations booked, and guests invited.
  • Attendance milestones count only confirmed check-ins, so a no-show never earns one.
  • Each threshold celebrates exactly once, and staff who opt in get a push the moment a member crosses it.
  • Every profile shows a Milestones and engagement panel: the count per metric and how far to the next threshold.
  • An approaching-milestone dashboard shows who is about to hit one, so your staff can make the moment in person.

Private by design, honest by default

  • Notes are staff-only and never leak to the member, in any surface.
  • Milestones respect real attendance, so the numbers you celebrate are true.
  • When you turn milestones on, we seed each member's history first and mark everything they have already passed as celebrated, so nobody gets a flood of retroactive alerts.
  • Staff with member view can read; member management is required to add or edit notes and configure milestones.

Part of Member CRM, available on the Pro and Elite plans.

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