CRM

Every student in one place. Tap a person to edit them — and stamp their crowns.

SUNMONTUEWEDTHUFRISAT

How it reads

Cooper City class every Mon + Wed · Kayla class every Tue + Thu (Miami Lakes)
Socials + Crown Testing Chela's = 1st Friday · Copper Blues = 3rd Thursday · Crown Testing = second-to-last Tuesday
Renewals from the CRM watch pile — the monthly anniversary of each member's joined date.

Passwords & Logins

Where each login lives. Passwords themselves are never stored here — each card says where the password is kept.

Add a login

Service

Username

Password lives in

Notes

Open flags first — tap Done when the person has been handled.

Edit person

Name

Phone

Plan

Status

Joined

Auto-renew

Legacy membership

Family discount ($100)

Crowns

×0

Notes

Lead temperature

Has a number and nobody's talked to them yet? They're Hot on their own. Once they've been talked to, tap Warm or Cold.

Privates

Messages for this student

Already drafted in their file — tap Copy, paste it to the student, send it yourself.

My task for this student

One tap — it reads the day and the action out of this record and puts the task on YOUR to-do list, ready that day.

Ticket for someone

This opens a ticket on their list, linked to this student — they get a Board ping with the ticket number.

Who should handle it?

What should they do?

Or tap one — no typing:

Next steps

When?

Also on this ticket:

Open a ticket

Reviewing this person? Put the follow-up straight on somebody's tickets with its day — no flag needed.

Whose list?

What is the ticket?

Or tap one — no typing:

Next steps

When?

Also on this ticket: