Platform Updates
One Connected Record, From First Inquiry to Member
June 11, 2026
Leads, customers, and members are now one continuous record, so a family's history follows them for life.A family's relationship with your club is a story, and it should read as one.
Leads, customers, and members are now one continuous record. When someone becomes a member, they aren't re-created from scratch — they simply become one. Their notes, activity, tasks, and original source travel with them, so you can always see how a family found you and everything that was said along the way.
Alongside it:
- Convert to Member — a guided flow that carries a customer's details straight across.
- Automatic promotion — a customer who enrolls in a program becomes a member on the spot.
- "Joined via" — every membership records how it came to be, whether that was a lead, a camp purchase, or a staff sign-up.
- Contacts, organized — your CRM contacts now split cleanly into Members and Customers.