Know the relationship
See plans, packages, add-ons, services, visits, notes, balances, and status from one member context.
Members & memberships
The full member relationship—without piecing it together.
Connect the profile, membership, packages, add-ons, visits, services, balances, access, and follow-through behind every member in one operating view.
One member record
Plans and services connected
Signals lead to action
Jordan MillerComplete member relationship
Active
JMJordan MillerMember since Jan 2024
Primary planUnlimited
Last visitToday
Next serviceThu 4:30 PM
Account balance$0.00
AccessActive
Visits this month11
Sessions remaining6
Engagement statusStrong
MBUnlimited MembershipRecurring monthly · access includedCurrent
PTPersonal Training Package6 sessions remaining · expires Dec 31Package
SGSmall Group TrainingRecurring membership add-onAdd-on
RCRecovery SessionBookable service · next visit scheduledService
ProfilesMembershipsPackagesAdd-onsVisitsServicesBalancesAccess
The member operating advantage
Make the whole relationship visible before the team acts.
A useful member record carries more than contact information. It connects what the member bought, how they use it, what they owe, where engagement is changing, and what should happen next.
Keep money and access aligned
Connect billing status, plan eligibility, service use, and access decisions instead of reconciling them later.
Act on behavior
Turn missed visits, declining activity, failed payments, and unused services into coordinated follow-through.
Member 360
Five views of the same member.
The profile stays consistent while the team moves between the relationship summary, what was sold, what is being delivered, how the member is engaging, and what is happening financially.
See a tailored member workflowMember overviewSample workspace · illustrative dataActive member
Visits this month113 more than last month
Active relationships4Plan, package, add-on, service
Current balance$0.00Account current
Engagement score86Strong activity
JMJordan MillerUnlimited membership
Member sinceJan 12, 2024
Home locationDowntown
Preferred coachCoach Maya
Next appointmentThu 4:30 PM
Access statusActive
Recent relationship activityLatest first
INMember checked inDowntown location · QR access verified
PTTraining session completedPersonal Training · 6 sessions remain
PYRecurring payment collectedUnlimited Membership · $149.00
BKRecovery session bookedThursday at 4:30 PM
NTCoach note addedProgress check-in completed
Memberships, packages, and add-onsSample workspace · illustrative data4 relationships
Unlimited MembershipPrimary recurring relationshipCurrent
Billing$149 monthly
RenewalSep 1
Access24/7 included
Start dateJan 12, 2024
Personal Training PackagePrepaid service packagePackage
Purchased12 sessions
Remaining6 sessions
ExpirationDec 31
Assigned staffCoach Maya
Small Group TrainingRecurring membership add-onAdd-on
Billing$49 monthly
Eligibility2 sessions weekly
RenewalSep 1
StatusActive
Recovery SessionBookable service add-onService
Duration30 minutes
Price$35 per visit
Next bookingThu 4:30 PM
EligibilityActive member
Service usage and eligibilitySample workspace · illustrative dataCurrent period
Six of twelve prepaid sessions remain.
50% used · next session Monday
Two eligible bookings each week.
3 of 4 monthly visits used
Bookable add-on tied to active membership.
1 of 3 recommended visits used
Quarterly assessment included with plan.
Completed July 12
Unlimited eligible classes under primary plan.
8 visits this month
One-time onboarding service completed.
Completed Jan 15, 2024
Visits and engagementSample workspace · illustrative dataStrong activity
Visits by weekLast 12 weeks
EngagementCurrent
86
Visits this month11
Last visitToday
Active bookings2
Unused services6
Billing relationshipSample workspace · illustrative dataAccount current
Recent transactionsLatest first
Unlimited MembershipAug 1 · Recurring payment$149.00Paid
Small Group Add-onAug 1 · Recurring payment$49.00Paid
Recovery SessionJul 24 · Service purchase$35.00Paid
Unlimited MembershipJul 1 · Recurring payment$149.00Paid
Membership architecture
Model the relationship the way the business actually sells it.
A member can hold a primary plan, recurring add-ons, prepaid packages, and individual services at the same time—without forcing every revenue relationship into one generic membership type.
Base memberships
Recurring plans that define the primary relationship, billing cadence, access, and included benefits.
Recurring add-ons
Ongoing upgrades such as small-group access, premium services, or additional recurring benefits.
Service packages
Prepaid sessions or service entitlements with quantities, expiration rules, and assigned delivery context.
Eligibility & access
Rules that connect plan status, service use, booking eligibility, check-in, and physical access.
The member lifecycle
The record should support the relationship from first commitment through retention.
Each stage adds context the next team member should not have to reconstruct.
Join
Create the member profile, agreement, primary plan, billing relationship, and initial access.
Onboard
Coordinate orientation, assessments, first bookings, staff handoff, and early member communication.
Engage
Track visits, service use, bookings, purchases, notes, milestones, and the active relationship.
Recognize risk
Surface changes in attendance, unused services, payment issues, cancellation signals, or missed starts.
Retain or recover
Coordinate the right staff, communication, billing, scheduling, or service action and track the result.
Signals in context
One status is not enough to understand the member.
Attendance, billing, service use, access, and follow-through can point in different directions. BuzOps keeps those signals close enough to guide a useful response.
Member signals · sample workspaceIllustrative data
MemberAttendanceBillingServicesStatus
Jordan Miller11 visitsCurrent6 remainingStrong
Alex Rivera2 visitsPast dueUnusedReview
Taylor ChenNo first visitCurrentOnboardingNew
Sam KellyDecliningCurrent1 remainingAt risk
Connected to the rest of the platform
The member record becomes more useful when the surrounding workflows share it.
Scheduling, money, communication, access, and reporting should add to the same relationship context instead of creating parallel versions of the member.
SCSchedulingBookings, appointments, classes, availability, and service delivery.
PYPaymentsRecurring billing, balances, transactions, and recovery workflows.
CRCRM & journeysOnboarding, communication, follow-up, and lifecycle coordination.
ACAccess controlCheck-in, eligibility, QR access, and member permissions.
RPReportingMembership movement, attendance, revenue, risk, and next actions.
Member management questions
What operators usually need to understand.
The right member structure depends on the business model, service catalog, billing rules, access requirements, and the way the team follows through.
Can one member have multiple plans, packages, and add-ons?
Yes. The relationship can include a primary membership, recurring add-ons, prepaid service packages, and individually purchased services at the same time, with each retaining its own billing, eligibility, usage, and expiration context.
How do visits and services connect to the member profile?
Check-ins, appointments, class bookings, package usage, completed services, and related staff activity can be associated with the same member record so the team can see how the relationship is being used.
Can billing status affect access or eligibility?
Billing, plan status, access permissions, and service eligibility can be evaluated together. The exact rules should be configured around the business policy rather than assumed from one generic status.
How does BuzOps help identify member risk?
The platform can bring attendance changes, unused services, failed payments, cancellations, missed first visits, and other operating signals into the same context. The response still depends on the workflow and staff action the business chooses.
Can different locations share a member relationship?
Multi-location setups can preserve shared member context while still applying location-level schedules, services, staff, access, and operating rules where needed.
How is existing member data moved into BuzOps?
The transition plan depends on the current software, data quality, memberships, packages, balances, history, locations, and required integrations. Those details are mapped before a specific migration sequence is recommended.
See your membership model in BuzOps
Bring the plans, packages, add-ons, access rules, and member workflows that make your business different.
A useful walkthrough should show how the real relationship fits—not only how to create a contact record.