Glossary

What this reference is for

Use this page to understand common Staff app terms in plain language.

One human record in the system. A person can be prospect, trial user, member, ex-member, staff-linked contact, or payer.

A person who has not yet purchased an active membership but is in sales follow-up.

A sales deal or commercial conversation linked to a person.

A scheduled action that staff must complete, such as call, WhatsApp, email, visit, tour, renewal, or collection.

A limited access offer that tracks session allowance and trial outcome.

A sellable membership product with duration, price, tax group, and service behavior.

An extra sellable item such as locker, PT session pack, dance pack, or nutrition consult.

One-time extra charge collected during sale, separate from base plan price.

How the customer pays for the sale: paid in full, recurring contract, or EMI/installments.

The recurring billing anchor such as signup date, 1st, 5th, or 15th of month.

Partial first-cycle billing when membership starts mid-cycle.

A sale where total contract value is collected in multiple scheduled payments.

Tax configuration applied to invoice lines, such as CGST + SGST.

Customer-facing link to pay an invoice from their own device.

Payment collected on a registered POS/terminal device.

Usable entitlement count for PT or eligible session-pack services.

Temporary pause of a subscription according to reason, fee, and dates.

Movement of membership between locations or gyms.

Change from current plan to a higher or different plan with effective date and fee/credit.

System record of who changed what, when, and from where.