What Client Status Does
Client Status defines how PushPress classifies anyone assigned to a plan. It determines how the person appears in the system, what workflows trigger in Grow, and how staff are prompted to engage with them.
A person’s status is driven by their most recently active plan.
Status Options
Status | Who it’s for | What it does |
Member | Recurring paying clients | Standard member access and tracking |
Lead | Trials, guest passes, intro offers | Displays a diamond icon in the Staff App and on Screens, flags them as a conversion target and prompts staff to engage |
Non-Member | Drop-ins, visitors, out-of-towners | Active in the system but not tracked as a conversion target |
Choosing the Right Status
Free trials and intro packages → Lead so staff knows to follow up and convert
Paid recurring memberships → Member
One-time drop-ins or visitors → Non-Member
Client Status is a required field when creating or editing a plan and when setting up appointment types.
How Status Is Assigned
The system assigns status automatically based on the plan a person is on:
Member: Has an active plan designated as ‘is a member’ plan, including paused plans
Lead: Has no active ‘is a member’ plan but has been added to the system
Non-Member: Has never had a plan designated as ‘is a member’
Ex-Member: Previously had a ‘is a member’ plan that is now cancelled or completed
Status is visible just below the profile photo on the client detail page.
Impact on Grow CRM
Client Status syncs directly from Core to Grow in real time — it is no longer recalculated in Grow, which previously caused inaccuracies.
Grow workflows referencing Client Status will reflect what is set in Core
Bulk-updating Non-Members to Member in Core can trigger member workflows in Grow — confirm workflow logic before making bulk changes
When a client exhausts appointment credits, they may automatically shift to Ex-Member and trigger the ex-member workflow; add filters to prevent unintended removals from active workflows
Setting Up Member Status Tags for Appointment Types
When creating or editing an appointment type, you will see a Client Status field.
Choose the appropriate status for that appointment type:
Member
Non-Member
Lead
This ensures accurate tagging and reporting across your system.Hybrid plans simplify the inclusion of appointment-only clients in the People list, streamline categorization, and enhance operational efficiency.For best practices, ensure clear categorization of client statuses, leverage filters and search functionalities to locate non-members, and optimize the use of Hybrid plans for client-specific needs.
