Contacts & the funnel

Contacts are everyone your studio knows: leads, trialists, members and alumni, in one list. See Core concepts for how they connect to everything else.

The acquisition funnel

Contacts move through three stages. The stage only ever moves forward. It records the furthest point someone has reached, so it isn’t a status you switch back and forth.

Stage	What it means	Enters here from
Trial booked	They have reserved their first session but have not turned up yet.	Public booking page · paid drop-in · appointment booking · added by hand · “Place on funnel”
Trial attended	They showed up. Marking the first attendance promotes them automatically.	First attendance · walk-in at the desk · promoted by hand
Joined	They finished signup and are a member of the studio.	Completed signup · imported as an existing member · promoted by hand

Leads without a stage

Someone can also arrive with no stage at all. A shop purchase or a form submission captures them as a lead outside the funnel. They join the funnel at Trial booked with their first booking, or jump straight to Trial attended the first time they show up.

Members who don’t pay through Linyup

Not every member needs a subscription. Use an affiliation (member, trial, alumni) for people who belong but aren’t billed in Linyup, such as kids billed on paper invoices or a founder who trains free. They show up in the right lists and can book members-only classes, with no billing attached.