Reading a member's history
Each member's profile keeps one timeline of their workouts, classes, payments, pauses and the messages you've sent them.
Open a member from Members to see their profile. Their history runs from the day they joined to today, in one timeline.
What's in the timeline
- Workouts and classes they finished, and the programs they're enrolled in
- Payments, and any pauses in their subscription
- Messages sent to them by push, email, text or in-app, and what happened after each one
- Intake steps and check-ins, if you offer telehealth
Using it
Read the timeline before you reply to a member or call them. If someone writes in to cancel, you can see whether they stopped coming three weeks ago or trained last Tuesday, and what you've already sent them.
Cortex uses the same history to choose what to send. A member who skipped three classes gets a different message from one on a 21-day streak, and you can see both the activity and the message that followed it.
Good to know
Each time someone on your team opens or changes a member's record, it's logged with their name. You can see these entries in the activity log.
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