People
The People list is your CRM. Each record represents someone you are caring for — a guest, member, or contact — whether or not they have a login.
Open People
Go to Admin → People (People CRM section).
Find someone
Filter and search by details such as status, source, SMS reply state, or archived records.
Create or edit a person
- Choose create, or open an existing record → edit.
- Fill in contact details and custom question answers.
- Save.
Archive people you no longer need in the active list; restore later if needed.
Person tabs
| Tab | Use it to… |
|---|---|
| Profile | View details, custom answers, follow-up checklist, enrollments, timeline |
| Text | Send and read SMS (Twilio required) |
| Work email history / mail |
Follow-up checklist
On the Profile tab, toggle checklist items defined under Follow-ups. Require notes when an action is configured that way.
Enrollments
Enroll the person in sequences or recurring campaigns from their profile when available.