Glossary
Active membership: A member’s current enrolment status for a program. It is separate from whether the member has an active subscription.
Attendance: A record that a member attended a particular class session. Staff can also mark a member as a no-show for a booking.
Billing plan: A named group of prices used when setting up a member’s subscription. See Billing Plan Fields.
Booking: A reservation for a particular session. A booking is not the same as attendance.
Broadcast: One message sent to multiple recipients selected by a group, program, or filter.
Bundle: A saved pack of products sold together, such as a uniform and belts. Its component products keep their own stock and fulfillment records. See Product Bundles.
Class: A kind of class offered by a school, such as Adult Karate or Junior Ballet. A schedule uses a class to generate sessions.
Class variant: An optional subtype of a class, such as Sparring or Kata.
Contact: A person linked to a member, such as a parent or guardian. A contact can have permission to manage the member’s account.
Conversation: A message thread between staff and a member or contact.
Document template: A reusable document that can be sent to members to read or sign.
Evaluation: A form and response used to collect information during member onboarding.
Gallery: A place to store and organize images or other files for the school or an individual member.
Grading window: The inclusive date range during which promotions can be recorded for a grading. A window of zero extra days is a single-day grading. See Manage Gradings.
Group: A named collection of members used to organize people or target messages.
Interaction: A dated record of an event, incident, call, or meeting related to a member.
Kept level requirements: Earlier promotion rules and a next-level destination preserved for a membership when the program’s deferral setting is on. They clear when the membership changes level. See Keep level requirements until next promotion.
Kiosk: The check-in screen members or trial visitors use to sign in for a class.
KPI: A saved measure, such as a member or payment total, that can be displayed on the dashboard.
Lead: A prospective member whose inquiry or trial progress is being tracked.
Lead Page: A public page where prospective members can send an inquiry and, when configured, book a trial or complete a waiver.
Level: A rank or stage within a program, such as White Belt or Yellow Belt.
Member: A person with a profile in your school. A member can have memberships, subscriptions, bookings, attendance, documents, notes, and other related records.
Member number: A number assigned to a member profile. Members can use it to identify themselves at the kiosk.
Member Portal: The member-facing area where members can access information and actions made available by the school.
Membership: An enrolment record connecting a member to a program. It can include a status and level.
Note: A staff-maintained note on a member’s profile. Unlike an interaction, a note can be edited.
Outbox: A record of outgoing messages, including messages sent by staff and some system-generated messages.
Price: One billing option within a billing plan, such as an ongoing monthly price or a fixed-term option.
Program: A category of training offered by a school, such as Adult Karate or Junior Ballet.
Promotion: Moving a member to a higher level within a program.
Schedule: A named timetable containing recurring class entries, with optional effective and end dates. Activating it makes its sessions available.
Session: One occurrence of a scheduled class at a particular date and time.
Session block: A price option that provides a set number of sessions, sometimes with automatic reload.
Subscription: A member’s billing arrangement. It is separate from their program membership.
Sync: Applying schedule-template changes to an active timetable. Changes can reassign or cancel future bookings, so review the confirmation before syncing.