Members
Member types
Every profile in the Members list has a type that describes their relationship to your school:
Type
Who it is
Lead
A prospective student. You can choose this type when creating a profile. Lead-management tools require a Professional or Enterprise plan.
Member
A student. Creating a membership or subscription can change a Lead, Contact, or Staff profile to Member.
Contact
A parent, guardian, or other person linked to a member. Linking a Lead or Staff profile as a contact can change its type to Contact.
Staff
A person with a staff role. Staff access and roles are managed separately from member profiles.
Choose Member, Lead, or Contact when creating a profile. Creating a membership or subscription can change a Lead, Contact, or Staff profile to Member; linking a Lead or Staff profile as a contact can change its type to Contact. Accepting a staff-role invitation can change a Lead profile to Staff.
The Lead option is available with a Professional or Enterprise plan.
Lead-management tools, including the public lead page and lead pipeline, require a Professional or Enterprise plan. Compare plans →

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