People Page

What this page is for

People is the master registry of humans. It contains prospects, trial users, members, ex-members, irregular clients, and restricted clients.

Who should use it

Front desk, sales, manager, trainer, finance

Where to find it

/people and People aliases

Before you start

• People flow completion gate: finish People documentation by proving duplicate-safe search, prospect creation, profile service, tasks, transactions, bookings, forms, and duplicate merge are all explained from current staff-app source.
• Duplicate-safe search before creating a person: search by phone first, then email, client ID, or exact name before clicking Add New Prospect or creating a trial/POS record.
• People list shell is the first working surface. Staff should land directly on the operational list with header actions, view tabs, filters, rows, and pagination instead of a marketing-style hero.
• People view tabs split the same registry into workflow queues: All, Prospects, Active, Ex, At Risk, Check-in, Freeze, Transfer, and Upgrade. Switching tabs changes the queue, not the underlying identity rule that one human should have one profile.
• People filter row controls location, owner, and duplicate-safe search. Use location/client-rep filters to narrow responsibility, then search by phone, email, client ID, or exact name before creating anything new.
• People table row actions open profile, activity, tasks, and more actions without creating duplicates. Open Profile is the normal handoff for full history; quick row actions are shortcuts on the same person record.
• People pagination changes visible rows without changing filters. If a person is not visible, check active tab, location filter, owner filter, search text, and page number before assuming the record is missing.
• Route alias completion gate: finish stale route cleanup by documenting redirect aliases, canonical destinations, and focused deep-link behavior so bookmarked staff URLs do not create hidden undocumented workflows.
• Legacy contacts route /crm/contacts-list redirects to /people and uses the same People registry, filters, and duplicate-safe profile actions.
• Search before creating. Phone number is the strongest matching key in day-to-day operations.
• Name of the person to contact in an emergency.
• Fill source, client rep, expected plan, and next task when creating a prospect so CRM follow-up starts correctly.
• Use profile drawer actions for subscriptions, invoices, bookings, documents, notes, waivers, and payment links.
• Use duplicate tools only when you are sure two records represent the same human. Keep the profile with stronger payment/subscription history as survivor.
• Use Upload image when staff already has a file/photo, and Take photo when the device camera should capture the prospect image live.
• Add New Prospect field-by-field operating reference: full name identifies the human, phone/country code prevents duplicate records, source records attribution, client rep owns follow-up, expected plan forecasts the likely sale, medical condition protects service safety, GST fields support invoice identity, pinned note stores only high-signal staff context, and opportunity/task fields create accountable sales work.
• Phone country code defaults to India +91 for normal Indian gym operation; change it only when the customer gives a non-India number.
• Gender accepts only Male, Female, or Others. Leave it blank when the gym does not need it or the person has not provided it.
• Date of birth is displayed and checked as DD-MM-YYYY so staff verify day and month in the Indian date order before saving.
• Source combines lead source and lead channel into one staff dropdown. Pick the option that matches how the person actually came in, such as walk-in, referral, Instagram, WhatsApp, website, phone, or campaign.
• Expected plan is selected from active rate-card plans, not typed manually. If the prospect changes interest, update the expected plan on the opportunity before forecasting.
• Upload image uses an existing image file; Take photo opens live camera capture. Use upload for a saved file and take photo for a real-time counter/device camera picture.
• Captured photo stops the camera stream and replaces the pending profile image before upload/save. Retake or upload again if the image is wrong.
• Fill GST info reveals GST number and GST name / company name. Keep it off for normal consumer walk-ins and turn it on only when the invoice needs customer GST identity.
• Create this prospect as an opportunity controls whether opportunity and task fields appear. Turn it off only for records that should not enter the sales pipeline.
• When opportunity creation is enabled, follow-up action, date, and time are mandatory because every live lead needs a next accountable action.
• Opportunity title defaults from the person name and can be edited when the sales conversation needs a clearer label.
• Opportunity stage defaults to the first configured board stage so new walk-ins start at the top of the sales pipeline.

Daily workflow

• Start from the People list shell: choose the correct view tab, apply location/client-rep filters if needed, then search before creating a new person.
• Use Refresh to pull the latest people after another staff member creates or updates records, Export only after filters are correct, Add New Prospect for real new leads, and More Actions for secondary list tasks.
• For a walk-in lead, click Add New Prospect, fill identity, phone country code, source, expected plan, and create opportunity with mandatory follow-up task.
• For an existing person, open profile instead of creating another lead.
• For a member service request, open profile and use the relevant tab: subscriptions, transactions, booking, notes, documents, waiver, or payment method.
• If Create this prospect as an opportunity is off, save only the person/prospect details and do not expect a follow-up task or pipeline card to be created.
• If Create this prospect as an opportunity is on, confirm opportunity stage, expected plan, opportunity title, follow-up action, follow-up date, follow-up time, and follow-up notes before creating the prospect.
• After saving a prospect, open the profile or Opportunity board to confirm the same person record owns the profile history, opportunity, and next task.

Watch out

• GST fields should be filled only when the client needs GST invoice identity. Use legal GST number and company/trade name.
• Medical condition/history, also called Medical History in some gym operations, is staff safety context. Keep it factual and avoid diagnosis language unless provided by the customer.
• Pinned note is for high-signal context. Do not put routine follow-up logs there; use task outcomes or activity notes.
• View-tab counts are queue counts, not revenue or final membership proof. Open the person profile, opportunity, or transaction before making service or finance decisions.
• Exports reflect the current tab, search, and filters. Clear filters before exporting a full registry list.
• Do not use online booking stopped, expected value, separate lead channel, or manual opportunity value during new prospect capture; those older concepts are replaced by source, expected plan, opportunity stage, and task ownership.
• Duplicate merge keeps the survivor profile and relinks history before deleting the losing duplicate. Choose the survivor with stronger phone/payment/subscription history and review invoices, tasks, trials, notes, and bookings before applying merge.

Related help

• Use the left menu to open related pages in Sales and Trials.
• Use Ask Docs for questions that are already covered in this public documentation.