Plan Member Status Tag
PushPress Core automatically assigns a Status Tag to every person in your system. These tags help you quickly understand where each individual stands in your client lifecycle and ensure accurate reporting across Core, Appointments, and PushPress Grow.
You can view a client’s status tag on their profile page directly beneath their profile photo.
Status Tags & the Rules:
Available Status Tags
Lead
Member
Ex-Member
Non-Member
Each tag is applied based on very specific business logic outlined below.
Lead
A person is tagged as a Lead if any of the following are true:
They have no assigned plans
They have a plan categorized as a Trial
They were added via:
Add New Lead in the Control Panel
Lead Capture Form
A sync from PushPress Grow (a seperate PushPress product)
They attend appointments without a plan, and a status tag can be added manually
Member
A person is tagged as a Member when:
They have an active plan with the setting “is a member”
They have a paused plan that is also marked “is a member”
Important:
Members with pending cancellations are not considered active and are excluded from active member counts.
Ex-Member
A person is tagged as an Ex-Member if:
They do not have any active, paused, alert, pending-pause, or pending-cancel plans marked “is a member”
They have at least one plan that is cancelled or completed
They have had, at any time in the past, a plan designated as “is a member”
Non-Member
A person is tagged as a Non-Member if:
They have never had a plan marked “is a member”
They are a disqualified lead
They are deleted (deleted profiles are automatically classified here)
Staff Visibility Rules
Staff members are excluded from active member lists unless they have a plan designated as an “is a member” plan.
Appointment-Based Member Status Tags
Appointment-only clients can also receive a Member Status Tag. The rules below determine how appointment credits and appointment types influence status.
Which appointment types impact member status?
Any unexpired appointment credit
Any scheduled appointment
When a client uses or loses all credits
If all credits expire or are used, the client becomes an Ex-Member, unless they also hold a plan that would assign them another status.
Existing appointment types without a status
Older appointment types without a designated “client status” will continue to count as Non-Member until edited and updated.
Is selecting a client status required on appointment types?
Yes. The client status field is now required when creating or editing any appointment type.
Grow Impact (PushPress Grow)
Because Core data can sync into PushPress Grow, changes to Member Status Tags may affect workflows.
Important Notes:
Updating many profiles from Non-Member → Member can apply the Member tag in Grow as well.
Lead, Member, and Non-Member workflows will not trigger automatically unless a workflow is specifically built to use the “appt type” field or Member Status criteria.
Ex-Member Workflow Risk:
When appointment-only clients run out of credits, they become Ex-Members immediately, which:Applies the Ex-Member tag
Triggers the Ex-Member Workflow
Removes them from any other workflows they were in
→ To prevent this, add filters to exclude appointment-only clients from the Ex-Member workflow.
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.
Need More Help?
For further assistance:
Check out other Help Articles.
Use the PushPress Messenger (blue box in your CORE account).
Email us at support@pushpress.com.
About PushPress
PushPress is a gym management software that can help you a lot in managing your gym. We've helped thousands of local gyms streamline and professionalize their businesses with our intuitive, powerful solution for managing fitness facilities - all from the palm of their hands!