The front desk CRM
for multi-location gyms
The Workspace pipeline board for one location.
The Workspace pipeline board for Northside: columns New Lead, Called, Trial Booked and Joined with a card per lead. A new lead arrives waiting for a call, is called from its card and dragged to Called, and another card moves from Trial Booked to Joined.
The Workspace pipeline on a phone's browser for Northside: one stage at a time with full-width cards, and a bottom bar with Pipeline, Contacts, Inbox, Calls and a green Dial button. A new lead is called from its card, then the next stage slides in.
The front desk's whole day,
in one place
Work leads on boards and records, then call and text them, every call and text kept on their record.
- InboxTexts from the location's own numberDelivery status on every messageSTOP, HELP and START handled
- CallsBrowser phone on every pageRecorded, with a live transcriptRings your own cell on a phone
- Calendar · GoHighLevel locationsNewDay, Week and Month viewsBook trial from the cardWritten to GoHighLevel, read back
A front desk layer on top of
your gym software
It reads members from your gym software, mirrors GoHighLevel boards, calls and texts through Twilio, and feeds your funnel numbers.
Workspace · one per locationPushPressReads members
MindbodyReads members
GoHighLevelBoth ways
TwilioCalls and texts
- DesktopBrowser phone
- PhoneRings your cell
Set up the same way,
at every location
- workspace per location
- 1
- default pipeline stages
- 8
- apps to install
- 0
- per location, monthly
- $75
WHY FRONT DESKS WORK HERE
Built for the desk that
calls the leads
Every lead lands on a card
Forms, ad leads and CRM contacts open a card on their location's board.
Follow-ups that refuse to slip
Due follow-ups rise to the top and turn red when they are missed.
A member is not a lead
A member your gym software mirrors into the CRM opens no lead, so the board stays honest.
- New
Speed to lead, on the clock
Every new lead shows its wait for a first call against your target.
WORKSPACE
Six tools that keep
every lead moving
The Workspace pipeline board for Northside: columns New Lead, Called, Trial Booked and Joined with a card per lead. A new lead arrives waiting for a call, is called from its card and dragged to Called, and another card moves from Trial Booked to Joined.
The Workspace pipeline board for Northside: columns New Lead, Called, Trial Booked and Joined with a card per lead. A new lead arrives waiting for a call, is called from its card and dragged to Called, and another card moves from Trial Booked to Joined.
A Workspace contact record for Jordan Avery: the sign-up form, a call, texts both ways, an intro class booked and attended, and the membership that made them a member, each on the activity timeline.
- Program
- Adults Gi
- Experience
- Never trained
- Best time to reach you
- Weekday mornings
Submitted Oct 13, 9:31 AM
- Source
- Location
- Northside
Jess Morgan · SMS · 9:37 AM
SMS · 9:52 AM
Moved to Joined
Oct 15, 7:20 PMMembership started · Adults Unlimited
Moved to Trial Done
Oct 15, 7:04 PMShowed for the intro class
Trial booked
Oct 13, 9:53 AMAdults Intro · Thu, Oct 15, 6:00 PM
Text received
Oct 13, 9:52 AMSee you Thursday!
Text sent
Oct 13, 9:37 AMIntro class details · by Jess Morgan
Outbound call
Oct 13, 9:34 AMAnswered · 2m 14s · by Jess Morgan
Contact created
Oct 13, 9:31 AMLanding page form · Google
A Workspace contact record for Jordan Avery: the sign-up form, a call, texts both ways, an intro class booked and attended, and the membership that made them a member, each on the activity timeline.
- Program
- Adults Gi
- Experience
- Never trained
- Best time to reach you
- Weekday mornings
Submitted Oct 13, 9:31 AM
- Source
- Location
- Northside
Jess Morgan · SMS · 9:37 AM
SMS · 9:52 AM
Moved to Joined
Oct 15, 7:20 PMMembership started · Adults Unlimited
Moved to Trial Done
Oct 15, 7:04 PMShowed for the intro class
Trial booked
Oct 13, 9:53 AMAdults Intro · Thu, Oct 15, 6:00 PM
Text received
Oct 13, 9:52 AMSee you Thursday!
Text sent
Oct 13, 9:37 AMIntro class details · by Jess Morgan
Outbound call
Oct 13, 9:34 AMAnswered · 2m 14s · by Jess Morgan
Contact created
Oct 13, 9:31 AMLanding page form · Google
The speed to lead feed: the newest leads with how long each has waited for a first call against the contact target, amber while waiting, red past the target, green when called in time.
Speed to lead
Median wait 12m|232 waiting
The Workspace inbox: two-way texts with a lead from Northside's own number. A question arrives, the front desk types and sends the answer, another text lands in the list, and the lead replies.
- Owen PatelNowSMSHi, do you have parking at the gym?
- Maya Thompson9:58 AM10:01 AM10:04 AMSMSHi Maya, this is Jess from Acme Jiu Jitsu…He's 7. Is the kids class on Saturdays too?Yes, Saturdays at 10:00 AM. Want me to save him a spot?Yes please! Saturday works for us.
- Liam Carter9:48 AMSMSThanks! What should I bring to the intro?
- Zoe Bennett9:20 AMSMSPerfect, see you then
- Isabel OrtizYesterdaySMSCan my sister come to the women's class too?
- Ryan FosterYesterdayCallOutbound call · 1:12
- Hannah KimMonSMSRunning 10 min late, sorry!
- Caleb NguyenMonSMSGot it, thank you
Maya Thompson
(312) 555-0147
via Northside · (312) 555-0100
Jess Morgan · SMS · 9:58 AM
SMS · 10:01 AM
Jess Morgan · SMS · 10:02 AM
SMS · 10:04 AM
The Workspace inbox: two-way texts with a lead from Northside's own number. A question arrives, the front desk types and sends the answer, another text lands in the list, and the lead replies.
- Owen PatelNowSMSHi, do you have parking at the gym?
- Maya Thompson9:58 AM10:01 AM10:04 AMSMSHi Maya, this is Jess from Acme Jiu Jitsu…He's 7. Is the kids class on Saturdays too?Yes, Saturdays at 10:00 AM. Want me to save him a spot?Yes please! Saturday works for us.
- Liam Carter9:48 AMSMSThanks! What should I bring to the intro?
- Zoe Bennett9:20 AMSMSPerfect, see you then
- Isabel OrtizYesterdaySMSCan my sister come to the women's class too?
- Ryan FosterYesterdayCallOutbound call · 1:12
- Hannah KimMonSMSRunning 10 min late, sorry!
- Caleb NguyenMonSMSGot it, thank you
Maya Thompson
(312) 555-0147
via Northside · (312) 555-0100
Jess Morgan · SMS · 9:58 AM
SMS · 10:01 AM
Jess Morgan · SMS · 10:02 AM
SMS · 10:04 AM
A browser call to Maya Thompson placed from a pipeline card: the call pill in the header shows the call's state, and the live transcript panel fills with both sides' words as they speak.
Listening…
Hi Maya, this is Jess from Acme Jiu Jitsu Northside. You asked about our kids classes?
Yes! My son is seven. Does he need any experience?
None at all, the Kids program starts with the basics. Would you like to bring him to an intro class?
That would be great. Thursday after school works best.
Perfect, I have Thursday at 5:00 PM. I'll text you the details now.
Listening…
A browser call to Maya Thompson placed from a pipeline card: the call pill in the header shows the call's state, and the live transcript panel fills with both sides' words as they speak.
Listening…
Hi Maya, this is Jess from Acme Jiu Jitsu Northside. You asked about our kids classes?
Yes! My son is seven. Does he need any experience?
None at all, the Kids program starts with the basics. Would you like to bring him to an intro class?
That would be great. Thursday after school works best.
Perfect, I have Thursday at 5:00 PM. I'll text you the details now.
Listening…
The Workspace calendar for Northside, one week of intro classes by coach, each confirmed, showed, no show or cancelled. An intro is marked Showed from its details, another is edited to a new day and time, and a new booking arrives.
Kids Intro · Owen Patel
- Calendar
- Kids Intro
- Team member
- Coach Dana
- When
- Tue, Oct 13, 4:30 PM
- Contact
- Owen Patel
Adults Intro · Jordan Ellis
- Calendar
- Adults Intro
- Team member
- Coach Rafa
- When
- Tue, Oct 13, 6:00 PM
- Contact
- Jordan Ellis
The Workspace calendar for Northside, one week of intro classes by coach, each confirmed, showed, no show or cancelled. An intro is marked Showed from its details, another is edited to a new day and time, and a new booking arrives.
Kids Intro · Owen Patel
- Calendar
- Kids Intro
- Team member
- Coach Dana
- When
- Tue, Oct 13, 4:30 PM
- Contact
- Owen Patel
Adults Intro · Jordan Ellis
- Calendar
- Adults Intro
- Team member
- Coach Rafa
- When
- Tue, Oct 13, 6:00 PM
- Contact
- Jordan Ellis
Pipelines
- Eight default stages, all editable
- Board or List view, with filters and bulk actions
- Mirrors GoHighLevel pipelines and writes moves back
The Workspace pipeline board for Northside: columns New Lead, Called, Trial Booked and Joined with a card per lead. A new lead arrives waiting for a call, is called from its card and dragged to Called, and another card moves from Trial Booked to Joined.
The Workspace pipeline board for Northside: columns New Lead, Called, Trial Booked and Joined with a card per lead. A new lead arrives waiting for a call, is called from its card and dragged to Called, and another card moves from Trial Booked to Joined.
Contacts
- Search, filters and saved Smart Lists
- Gym software fields locked, with where to change them
- Possible duplicates offered, never merged on their own
A Workspace contact record for Jordan Avery: the sign-up form, a call, texts both ways, an intro class booked and attended, and the membership that made them a member, each on the activity timeline.
- Program
- Adults Gi
- Experience
- Never trained
- Best time to reach you
- Weekday mornings
Submitted Oct 13, 9:31 AM
- Source
- Location
- Northside
Jess Morgan · SMS · 9:37 AM
SMS · 9:52 AM
Moved to Joined
Oct 15, 7:20 PMMembership started · Adults Unlimited
Moved to Trial Done
Oct 15, 7:04 PMShowed for the intro class
Trial booked
Oct 13, 9:53 AMAdults Intro · Thu, Oct 15, 6:00 PM
Text received
Oct 13, 9:52 AMSee you Thursday!
Text sent
Oct 13, 9:37 AMIntro class details · by Jess Morgan
Outbound call
Oct 13, 9:34 AMAnswered · 2m 14s · by Jess Morgan
Contact created
Oct 13, 9:31 AMLanding page form · Google
A Workspace contact record for Jordan Avery: the sign-up form, a call, texts both ways, an intro class booked and attended, and the membership that made them a member, each on the activity timeline.
- Program
- Adults Gi
- Experience
- Never trained
- Best time to reach you
- Weekday mornings
Submitted Oct 13, 9:31 AM
- Source
- Location
- Northside
Jess Morgan · SMS · 9:37 AM
SMS · 9:52 AM
Moved to Joined
Oct 15, 7:20 PMMembership started · Adults Unlimited
Moved to Trial Done
Oct 15, 7:04 PMShowed for the intro class
Trial booked
Oct 13, 9:53 AMAdults Intro · Thu, Oct 15, 6:00 PM
Text received
Oct 13, 9:52 AMSee you Thursday!
Text sent
Oct 13, 9:37 AMIntro class details · by Jess Morgan
Outbound call
Oct 13, 9:34 AMAnswered · 2m 14s · by Jess Morgan
Contact created
Oct 13, 9:31 AMLanding page form · Google
Speed to Lead
- Amber while waiting, red past target, green when called
- Median wait, with one row per location
- Leads typed in at the desk are never timed
The speed to lead feed: the newest leads with how long each has waited for a first call against the contact target, amber while waiting, red past the target, green when called in time.
Speed to lead
Median wait 12m|232 waiting
Inbox
- Quick replies and snippets in the composer
- STOP, HELP and START handled for you
- Runs on your own Twilio account
The Workspace inbox: two-way texts with a lead from Northside's own number. A question arrives, the front desk types and sends the answer, another text lands in the list, and the lead replies.
- Owen PatelNowSMSHi, do you have parking at the gym?
- Maya Thompson9:58 AM10:01 AM10:04 AMSMSHi Maya, this is Jess from Acme Jiu Jitsu…He's 7. Is the kids class on Saturdays too?Yes, Saturdays at 10:00 AM. Want me to save him a spot?Yes please! Saturday works for us.
- Liam Carter9:48 AMSMSThanks! What should I bring to the intro?
- Zoe Bennett9:20 AMSMSPerfect, see you then
- Isabel OrtizYesterdaySMSCan my sister come to the women's class too?
- Ryan FosterYesterdayCallOutbound call · 1:12
- Hannah KimMonSMSRunning 10 min late, sorry!
- Caleb NguyenMonSMSGot it, thank you
Maya Thompson
(312) 555-0147
via Northside · (312) 555-0100
Jess Morgan · SMS · 9:58 AM
SMS · 10:01 AM
Jess Morgan · SMS · 10:02 AM
SMS · 10:04 AM
The Workspace inbox: two-way texts with a lead from Northside's own number. A question arrives, the front desk types and sends the answer, another text lands in the list, and the lead replies.
- Owen PatelNowSMSHi, do you have parking at the gym?
- Maya Thompson9:58 AM10:01 AM10:04 AMSMSHi Maya, this is Jess from Acme Jiu Jitsu…He's 7. Is the kids class on Saturdays too?Yes, Saturdays at 10:00 AM. Want me to save him a spot?Yes please! Saturday works for us.
- Liam Carter9:48 AMSMSThanks! What should I bring to the intro?
- Zoe Bennett9:20 AMSMSPerfect, see you then
- Isabel OrtizYesterdaySMSCan my sister come to the women's class too?
- Ryan FosterYesterdayCallOutbound call · 1:12
- Hannah KimMonSMSRunning 10 min late, sorry!
- Caleb NguyenMonSMSGot it, thank you
Maya Thompson
(312) 555-0147
via Northside · (312) 555-0100
Jess Morgan · SMS · 9:58 AM
SMS · 10:01 AM
Jess Morgan · SMS · 10:02 AM
SMS · 10:04 AM
Calls
- Missed calls and voicemails logged too
- Location name whispered before you answer
- On a phone, it rings your own cell
A browser call to Maya Thompson placed from a pipeline card: the call pill in the header shows the call's state, and the live transcript panel fills with both sides' words as they speak.
Listening…
Hi Maya, this is Jess from Acme Jiu Jitsu Northside. You asked about our kids classes?
Yes! My son is seven. Does he need any experience?
None at all, the Kids program starts with the basics. Would you like to bring him to an intro class?
That would be great. Thursday after school works best.
Perfect, I have Thursday at 5:00 PM. I'll text you the details now.
Listening…
A browser call to Maya Thompson placed from a pipeline card: the call pill in the header shows the call's state, and the live transcript panel fills with both sides' words as they speak.
Listening…
Hi Maya, this is Jess from Acme Jiu Jitsu Northside. You asked about our kids classes?
Yes! My son is seven. Does he need any experience?
None at all, the Kids program starts with the basics. Would you like to bring him to an intro class?
That would be great. Thursday after school works best.
Perfect, I have Thursday at 5:00 PM. I'll text you the details now.
Listening…
Calendar
- Day, Week and Month, on the location's clock
- Book trial from a card or contact
- Every write read back from GoHighLevel
The Workspace calendar for Northside, one week of intro classes by coach, each confirmed, showed, no show or cancelled. An intro is marked Showed from its details, another is edited to a new day and time, and a new booking arrives.
Kids Intro · Owen Patel
- Calendar
- Kids Intro
- Team member
- Coach Dana
- When
- Tue, Oct 13, 4:30 PM
- Contact
- Owen Patel
Adults Intro · Jordan Ellis
- Calendar
- Adults Intro
- Team member
- Coach Rafa
- When
- Tue, Oct 13, 6:00 PM
- Contact
- Jordan Ellis
The Workspace calendar for Northside, one week of intro classes by coach, each confirmed, showed, no show or cancelled. An intro is marked Showed from its details, another is edited to a new day and time, and a new booking arrives.
Kids Intro · Owen Patel
- Calendar
- Kids Intro
- Team member
- Coach Dana
- When
- Tue, Oct 13, 4:30 PM
- Contact
- Owen Patel
Adults Intro · Jordan Ellis
- Calendar
- Adults Intro
- Team member
- Coach Rafa
- When
- Tue, Oct 13, 6:00 PM
- Contact
- Jordan Ellis
Built so each location's data
stays its own
Read how we handle security- Each customer isolatedRow-level security on every table.
- Keys encryptedAES-256-GCM, never shown back.
- Secrets hashedbcrypt passwords, SHA-256 sessions.
- Audited support60 minutes at most, with a banner.
Access
- Four roles: Owner, Manager, Marketing, Regular
- Regulars reach the Workspace and nothing else
- All locations or specific ones, per person
- Choose whose phone rings for which location
Privacy & Security
- One workspace per location, never mixed
- Every webhook verified and stored before use
- Every write to GoHighLevel recorded, then read back
- No inbound ports, TLS end to end
- Nightly backups off the server, restore drilled
- You own contacts, conversations and recordings
QUESTIONS DESKS ASK
Ask it, open the screen
- Calls · Call log
A browser call to Maya Thompson placed from a pipeline card: the call pill in the header shows the call's state, and the live transcript panel fills with both sides' words as they speak.
WorkspaceNorthsideOnlineMMaya ThompsonDialingRingingIn callTransferNew Lead6Maya ThompsonWaiting 2mSourceMetaProgramKidsDateOct 13, 10:05 AMCallsNone yet1 total·1 todayJordan EllisSourceGoogleProgramAdults GiDateOct 13, 9:31 AMCallsNone yetCalled9Marcus WebbSourceGoogleProgramAdults GiDateOct 12, 7:40 PMCalls2 total·1 today1:48Sofia AlvarezSourceReferralProgramKidsDateOct 12, 3:05 PMCalls1 total·0 todayTrial Booked4Ethan BrooksSourceMetaProgramAdults No-GiDateOct 9, 6:18 PMCalls3 total·0 today2:31Hannah Kim11:00 AMOverdueSourceGoogleProgramKidsDateOct 11, 11:20 AMCalls1 total·0 todayLive transcriptOn call · MayaCall endedListening…
You0:03Hi Maya, this is Jess from Acme Jiu Jitsu Northside. You asked about our kids classes?
Maya0:09Yes! My son is seven. Does he need any experience?
You0:14None at all, the Kids program starts with the basics. Would you like to bring him to an intro class?
Maya0:22That would be great. Thursday after school works best.
You0:27Perfect, I have Thursday at 5:00 PM. I'll text you the details now.
Listening…
Who called the leads that came in last night?
Answered on Calls · Call log
- Pipelines · Follow UpMarcus Hill11:00 AMOverdueSourceMetaProgramAdults No-GiDateOct 11, 11:20 AMCalls1 total·0 today
Which follow-ups did we miss today?
Answered on Pipelines · Follow Up
- Overview · Speed to lead
The speed to lead feed: the newest leads with how long each has waited for a first call against the contact target, amber while waiting, red past the target, green when called in time.
Speed to lead
Median wait 12m|232 waiting
Show all 14NSAva MartinezMeta · 10:05 AM0s12s48s2m4m6m8mLVJordan EllisGoogle · 9:31 AMGoogle · 9:31 AM · Jess Morgan27m29m31m33m34mNSPriya RamanWebsite · 9:12 AM52m54m56m58m1h1h 2mHAMarcus WebbGoogle · 8:50 AM · Jess Morgan4mLVSofia AlvarezReferral · 8:21 AM · Tyler Reed12mMEHannah KimMeta · 7:55 AM · Jess Morgan1h 20mHow long did today's leads wait for a call?
Answered on Overview · Speed to lead
- Contacts · Member chip
A Workspace contact record for Priya Shah: the sign-up form, a call, texts both ways, an intro class booked and attended, and the membership that made them a member, each on the activity timeline.
← Contacts CallPSPriya Shah
(512) 555-0117
[email protected]
Northside
Added Oct 13MemberSign-up form/adults-jiu-jitsu- Program
- Adults Gi
- Experience
- Never trained
- Best time to reach you
- Weekday mornings
Submitted Oct 13, 9:31 AM
Tagsadults-lpevening-classAll fieldsDNDActions- Source
- Referral
- Location
- Northside
ConversationNSNorthside · (312) 555-0100TodayContact created from the landing page form· 9:31 AMOutbound callJessJM9:34 AM2:14JMGreat talking, Priya. Your intro class is Thursday at 6:00 PM. Bring water and a t-shirt, we lend the gi.Jess Morgan · SMS · 9:37 AM
PSSee you Thursday!SMS · 9:52 AM
Trial booked: Thu, Oct 15, 6:00 PM· 9:53 AMThu, Oct 15Showed for the intro class· 7:04 PMMembership started: Adults Unlimited· 7:20 PMType a message SendOppsTasksNotesApptsActivityActivity1234567Moved to Joined
Oct 15, 7:20 PMMembership started · Adults Unlimited
Moved to Trial Done
Oct 15, 7:04 PMShowed for the intro class
Trial booked
Oct 13, 9:53 AMAdults Intro · Thu, Oct 15, 6:00 PM
Text received
Oct 13, 9:52 AMSee you Thursday!
Text sent
Oct 13, 9:37 AMIntro class details · by Jess Morgan
Outbound call
Oct 13, 9:34 AMAnswered · 2m 14s · by Jess Morgan
Contact created
Oct 13, 9:31 AMLanding page form · Referral
Is this person already a member here?
Answered on Contacts · Member chip
- Inbox · Delivery status
The Workspace inbox: two-way texts with a lead from Northside's own number. A question arrives, the front desk types and sends the answer, another text lands in the list, and the lead replies.
Search name or phone…AllUnread23All channelsSMS- Owen PatelNowSMSHi, do you have parking at the gym?
- Maya Thompson9:58 AM10:01 AM10:04 AMSMSHi Maya, this is Jess from Acme Jiu Jitsu…He's 7. Is the kids class on Saturdays too?Yes, Saturdays at 10:00 AM. Want me to save him a spot?Yes please! Saturday works for us.
- Liam Carter9:48 AMSMSThanks! What should I bring to the intro?
- Zoe Bennett9:20 AMSMSPerfect, see you then
- Isabel OrtizYesterdaySMSCan my sister come to the women's class too?
- Ryan FosterYesterdayCallOutbound call · 1:12
- Hannah KimMonSMSRunning 10 min late, sorry!
- Caleb NguyenMonSMSGot it, thank you
Maya Thompson
(312) 555-0147
via Northside · (312) 555-0100
CallMark unreadYesterdayContact created from the Kids page· 6:48 PMOutbound callJessJM7:02 PM0:41TodayJMHi Maya, this is Jess from Acme Jiu Jitsu Northside. Thanks for asking about our Kids program. How old is your son?Jess Morgan · SMS · 9:58 AM
MTHe's 7. Is the kids class on Saturdays too?SMS · 10:01 AM
JMYes, Saturdays at 10:00 AM. Want me to save him a spot?Jess Morgan · SMS · 10:02 AM
MTYes please! Saturday works for us.SMS · 10:04 AM
Type a messageYes, Saturdays at 10:00 AM. Want me to save him a spot? SendDid that text actually get delivered?
Answered on Inbox · Delivery status
- Calls · Call log
A browser call to Maya Thompson placed from a pipeline card: the call pill in the header shows the call's state, and the live transcript panel fills with both sides' words as they speak.
WorkspaceNorthsideOnlineMMaya ThompsonDialingRingingIn callTransferNew Lead6Maya ThompsonWaiting 2mSourceMetaProgramKidsDateOct 13, 10:05 AMCallsNone yet1 total·1 todayJordan EllisSourceGoogleProgramAdults GiDateOct 13, 9:31 AMCallsNone yetCalled9Marcus WebbSourceGoogleProgramAdults GiDateOct 12, 7:40 PMCalls2 total·1 today1:48Sofia AlvarezSourceReferralProgramKidsDateOct 12, 3:05 PMCalls1 total·0 todayTrial Booked4Ethan BrooksSourceMetaProgramAdults No-GiDateOct 9, 6:18 PMCalls3 total·0 today2:31Hannah Kim11:00 AMOverdueSourceGoogleProgramKidsDateOct 11, 11:20 AMCalls1 total·0 todayLive transcriptOn call · MayaCall endedListening…
You0:03Hi Maya, this is Jess from Acme Jiu Jitsu Northside. You asked about our kids classes?
Maya0:09Yes! My son is seven. Does he need any experience?
You0:14None at all, the Kids program starts with the basics. Would you like to bring him to an intro class?
Maya0:22That would be great. Thursday after school works best.
You0:27Perfect, I have Thursday at 5:00 PM. I'll text you the details now.
Listening…
Who called the leads that came in last night?
Answered on Calls · Call log
- Pipelines · Follow UpMarcus Hill11:00 AMOverdueSourceMetaProgramAdults No-GiDateOct 11, 11:20 AMCalls1 total·0 today
Which follow-ups did we miss today?
Answered on Pipelines · Follow Up
- Overview · Speed to lead
The speed to lead feed: the newest leads with how long each has waited for a first call against the contact target, amber while waiting, red past the target, green when called in time.
Speed to lead
Median wait 12m|232 waiting
Show all 14NSAva MartinezMeta · 10:05 AM0s12s48s2m4m6m8mLVJordan EllisGoogle · 9:31 AMGoogle · 9:31 AM · Jess Morgan27m29m31m33m34mNSPriya RamanWebsite · 9:12 AM52m54m56m58m1h1h 2mHAMarcus WebbGoogle · 8:50 AM · Jess Morgan4mLVSofia AlvarezReferral · 8:21 AM · Tyler Reed12mMEHannah KimMeta · 7:55 AM · Jess Morgan1h 20mHow long did today's leads wait for a call?
Answered on Overview · Speed to lead
- Contacts · Member chip
A Workspace contact record for Priya Shah: the sign-up form, a call, texts both ways, an intro class booked and attended, and the membership that made them a member, each on the activity timeline.
← Contacts CallPSPriya Shah
(512) 555-0117
[email protected]
Northside
Added Oct 13MemberSign-up form/adults-jiu-jitsu- Program
- Adults Gi
- Experience
- Never trained
- Best time to reach you
- Weekday mornings
Submitted Oct 13, 9:31 AM
Tagsadults-lpevening-classAll fieldsDNDActions- Source
- Referral
- Location
- Northside
ConversationNSNorthside · (312) 555-0100TodayContact created from the landing page form· 9:31 AMOutbound callJessJM9:34 AM2:14JMGreat talking, Priya. Your intro class is Thursday at 6:00 PM. Bring water and a t-shirt, we lend the gi.Jess Morgan · SMS · 9:37 AM
PSSee you Thursday!SMS · 9:52 AM
Trial booked: Thu, Oct 15, 6:00 PM· 9:53 AMThu, Oct 15Showed for the intro class· 7:04 PMMembership started: Adults Unlimited· 7:20 PMType a message SendOppsTasksNotesApptsActivityActivity1234567Moved to Joined
Oct 15, 7:20 PMMembership started · Adults Unlimited
Moved to Trial Done
Oct 15, 7:04 PMShowed for the intro class
Trial booked
Oct 13, 9:53 AMAdults Intro · Thu, Oct 15, 6:00 PM
Text received
Oct 13, 9:52 AMSee you Thursday!
Text sent
Oct 13, 9:37 AMIntro class details · by Jess Morgan
Outbound call
Oct 13, 9:34 AMAnswered · 2m 14s · by Jess Morgan
Contact created
Oct 13, 9:31 AMLanding page form · Referral
Is this person already a member here?
Answered on Contacts · Member chip
- Inbox · Delivery status
The Workspace inbox: two-way texts with a lead from Northside's own number. A question arrives, the front desk types and sends the answer, another text lands in the list, and the lead replies.
Search name or phone…AllUnread23All channelsSMS- Owen PatelNowSMSHi, do you have parking at the gym?
- Maya Thompson9:58 AM10:01 AM10:04 AMSMSHi Maya, this is Jess from Acme Jiu Jitsu…He's 7. Is the kids class on Saturdays too?Yes, Saturdays at 10:00 AM. Want me to save him a spot?Yes please! Saturday works for us.
- Liam Carter9:48 AMSMSThanks! What should I bring to the intro?
- Zoe Bennett9:20 AMSMSPerfect, see you then
- Isabel OrtizYesterdaySMSCan my sister come to the women's class too?
- Ryan FosterYesterdayCallOutbound call · 1:12
- Hannah KimMonSMSRunning 10 min late, sorry!
- Caleb NguyenMonSMSGot it, thank you
Maya Thompson
(312) 555-0147
via Northside · (312) 555-0100
CallMark unreadYesterdayContact created from the Kids page· 6:48 PMOutbound callJessJM7:02 PM0:41TodayJMHi Maya, this is Jess from Acme Jiu Jitsu Northside. Thanks for asking about our Kids program. How old is your son?Jess Morgan · SMS · 9:58 AM
MTHe's 7. Is the kids class on Saturdays too?SMS · 10:01 AM
JMYes, Saturdays at 10:00 AM. Want me to save him a spot?Jess Morgan · SMS · 10:02 AM
MTYes please! Saturday works for us.SMS · 10:04 AM
Type a messageYes, Saturdays at 10:00 AM. Want me to save him a spot? SendDid that text actually get delivered?
Answered on Inbox · Delivery status
- Calendar · Week
The Workspace calendar for Northside, one week of intro classes by coach, each confirmed, showed, no show or cancelled. An intro is marked Showed from its details, another is edited to a new day and time, and a new booking arrives.
CalendarNorthsideCalendar viewAppointment list viewCalendar settingsTodayOct 11 to 17, 2026WeekUpdated 5:19 PMSaving in GoHighLevelUpdated 5:21 PM Manage view+ NewGMT -05:0011 Sun12 Mon13 Tue14 Wed15 Thu16 Fri17 SatAll day3 PM4 PM5 PM6 PM7 PM8 PMBusyKids Intro · Lily R.4:30 PM · ShowedAdults Intro · Chris D.6:00 PM · No showAdults Intro · Marcus W.7:00 PM · ShowedKids Intro · Ava M.5:30 PM · ConfirmedKids Intro · Zoe B.4:30 PM · ConfirmedWomen's Intro · Priya R.6:00 PM · ConfirmedKids Intro · Leo T.5:00 PM · ConfirmedAdults Intro · Caleb N.6:00 PM · CancelledAdults Intro · Ryan F.7:00 PM · ConfirmedNo-Gi Intro · Isabel O.6:00 PM · ConfirmedKids Intro · Owen P.4:30 PM · Confirmed4:30 PM · ShowedAdults Intro · Jordan E.6:00 PM · Confirmed7:00 PM · ConfirmedKids Intro · Noah S.3:30 PM · ConfirmedView detailsEdit appointmentAppointmentKids Intro · Owen Patel
- Calendar
- Kids Intro
- Team member
- Coach Dana
- When
- Tue, Oct 13, 4:30 PM
- Contact
- Owen Patel
StatusConfirmedShowedFiled as a trialEditDeleteSaving in GoHighLevelConfirmedShowedNo showCancelledAppointmentAdults Intro · Jordan Ellis
- Calendar
- Adults Intro
- Team member
- Coach Rafa
- When
- Tue, Oct 13, 6:00 PM
- Contact
- Jordan Ellis
StatusConfirmedEditDeleteCalendarAdults IntroTitleAdults Intro · Jordan EllisTeam memberCoach RafaSlotTue, Oct 13 · 6:00 PMWed, Oct 14 · 7:00 PMStatus :ConfirmedCancelSaveWhich intro classes are booked this week?
Answered on Calendar · Week
- Contacts · Source
A Workspace contact record for Sam Ortiz: the sign-up form, a call, texts both ways, an intro class booked and attended, and the membership that made them a member, each on the activity timeline.
← Contacts CallSOSam Ortiz
(512) 555-0163
[email protected]
Northside
Added Oct 13MemberSign-up form/adults-jiu-jitsu- Program
- Adults Gi
- Experience
- Never trained
- Best time to reach you
- Weekday mornings
Submitted Oct 13, 9:31 AM
Tagsadults-lpevening-classAll fieldsDNDActions- Source
- Referral
- Location
- Northside
ConversationNSNorthside · (312) 555-0100TodayContact created from the landing page form· 9:31 AMOutbound callJessJM9:34 AM2:14JMGreat talking, Sam. Your intro class is Thursday at 6:00 PM. Bring water and a t-shirt, we lend the gi.Jess Morgan · SMS · 9:37 AM
SOSee you Thursday!SMS · 9:52 AM
Trial booked: Thu, Oct 15, 6:00 PM· 9:53 AMThu, Oct 15Showed for the intro class· 7:04 PMMembership started: Adults Unlimited· 7:20 PMType a message SendOppsTasksNotesApptsActivityActivity1234567Moved to Joined
Oct 15, 7:20 PMMembership started · Adults Unlimited
Moved to Trial Done
Oct 15, 7:04 PMShowed for the intro class
Trial booked
Oct 13, 9:53 AMAdults Intro · Thu, Oct 15, 6:00 PM
Text received
Oct 13, 9:52 AMSee you Thursday!
Text sent
Oct 13, 9:37 AMIntro class details · by Jess Morgan
Outbound call
Oct 13, 9:34 AMAnswered · 2m 14s · by Jess Morgan
Contact created
Oct 13, 9:31 AMLanding page form · Referral
What brought this walk-in through the door?
Answered on Contacts · Source
- Calls · On a phone
The Workspace pipeline on a phone's browser for Northside: one stage at a time with full-width cards, and a bottom bar with Pipeline, Contacts, Inbox, Calls and a green Dial button. A new lead is called from its card, then the next stage slides in.
WorkspaceNorthsidePipeline · 47 open48 openLeadsSearch opportunitiesAddNew LeadCalled679Ava MartinezWaiting 1mSourceMetaProgramKidsDateOct 13, 10:05 AMCallsNone yet1 total·1 todayJordan EllisSourceGoogleProgramAdults GiDateOct 13, 9:31 AMCallsNone yetPriya RamanSourceWebsiteProgramWomen'sDateOct 13, 8:12 AMCalls1 total·1 todayMarcus Webb4:30 PMin 25 minSourceGoogleProgramAdults GiDateOct 12, 7:40 PMCalls2 total·1 today1:48Sofia AlvarezSourceReferralProgramKidsDateOct 12, 3:05 PMCalls1 total·0 today0:52Owen PatelSourceGoogleProgramKidsDateOct 11, 6:22 PMCalls2 total·0 todayAAva MartinezCalling your phoneAnswer your phonePress 1 on your phoneOn your phonePipelineContacts3InboxCallsDialMore9:41Can the desk call from their own phone?
Answered on Calls · On a phone
- Calls · Transcript
A browser call to Maya Thompson placed from a pipeline card: the call pill in the header shows the call's state, and the live transcript panel fills with both sides' words as they speak.
WorkspaceNorthsideOnlineMMaya ThompsonDialingRingingIn callTransferNew Lead6Maya ThompsonWaiting 2mSourceMetaProgramKidsDateOct 13, 10:05 AMCallsNone yet1 total·1 todayJordan EllisSourceGoogleProgramAdults GiDateOct 13, 9:31 AMCallsNone yetCalled9Marcus WebbSourceGoogleProgramAdults GiDateOct 12, 7:40 PMCalls2 total·1 today1:48Sofia AlvarezSourceReferralProgramKidsDateOct 12, 3:05 PMCalls1 total·0 todayTrial Booked4Ethan BrooksSourceMetaProgramAdults No-GiDateOct 9, 6:18 PMCalls3 total·0 today2:31Hannah Kim11:00 AMOverdueSourceGoogleProgramKidsDateOct 11, 11:20 AMCalls1 total·0 todayLive transcriptOn call · MayaCall endedListening…
You0:03Hi Maya, this is Jess from Acme Jiu Jitsu Northside. You asked about our kids classes?
Maya0:09Yes! My son is seven. Does he need any experience?
You0:14None at all, the Kids program starts with the basics. Would you like to bring him to an intro class?
Maya0:22That would be great. Thursday after school works best.
You0:27Perfect, I have Thursday at 5:00 PM. I'll text you the details now.
Listening…
What did the lead ask about on the call?
Answered on Calls · Transcript
- Calls · WhisperNorthside call.
A browser call to Maya Thompson placed from a pipeline card: the call pill in the header shows the call's state, and the live transcript panel fills with both sides' words as they speak.
WorkspaceNorthsideOnlineMMaya ThompsonDialingRingingIn callTransferNew Lead6Maya ThompsonWaiting 2mSourceMetaProgramKidsDateOct 13, 10:05 AMCallsNone yet1 total·1 todayJordan EllisSourceGoogleProgramAdults GiDateOct 13, 9:31 AMCallsNone yetCalled9Marcus WebbSourceGoogleProgramAdults GiDateOct 12, 7:40 PMCalls2 total·1 today1:48Sofia AlvarezSourceReferralProgramKidsDateOct 12, 3:05 PMCalls1 total·0 todayTrial Booked4Ethan BrooksSourceMetaProgramAdults No-GiDateOct 9, 6:18 PMCalls3 total·0 today2:31Hannah Kim11:00 AMOverdueSourceGoogleProgramKidsDateOct 11, 11:20 AMCalls1 total·0 todayLive transcriptOn call · MayaCall endedListening…
You0:03Hi Maya, this is Jess from Acme Jiu Jitsu Northside. You asked about our kids classes?
Maya0:09Yes! My son is seven. Does he need any experience?
You0:14None at all, the Kids program starts with the basics. Would you like to bring him to an intro class?
Maya0:22That would be great. Thursday after school works best.
You0:27Perfect, I have Thursday at 5:00 PM. I'll text you the details now.
Listening…
Which location is this call for?
Answered on Calls · Whisper
- Calendar · Week
The Workspace calendar for Northside, one week of intro classes by coach, each confirmed, showed, no show or cancelled. An intro is marked Showed from its details, another is edited to a new day and time, and a new booking arrives.
CalendarNorthsideCalendar viewAppointment list viewCalendar settingsTodayOct 11 to 17, 2026WeekUpdated 5:19 PMSaving in GoHighLevelUpdated 5:21 PM Manage view+ NewGMT -05:0011 Sun12 Mon13 Tue14 Wed15 Thu16 Fri17 SatAll day3 PM4 PM5 PM6 PM7 PM8 PMBusyKids Intro · Lily R.4:30 PM · ShowedAdults Intro · Chris D.6:00 PM · No showAdults Intro · Marcus W.7:00 PM · ShowedKids Intro · Ava M.5:30 PM · ConfirmedKids Intro · Zoe B.4:30 PM · ConfirmedWomen's Intro · Priya R.6:00 PM · ConfirmedKids Intro · Leo T.5:00 PM · ConfirmedAdults Intro · Caleb N.6:00 PM · CancelledAdults Intro · Ryan F.7:00 PM · ConfirmedNo-Gi Intro · Isabel O.6:00 PM · ConfirmedKids Intro · Owen P.4:30 PM · Confirmed4:30 PM · ShowedAdults Intro · Jordan E.6:00 PM · Confirmed7:00 PM · ConfirmedKids Intro · Noah S.3:30 PM · ConfirmedView detailsEdit appointmentAppointmentKids Intro · Owen Patel
- Calendar
- Kids Intro
- Team member
- Coach Dana
- When
- Tue, Oct 13, 4:30 PM
- Contact
- Owen Patel
StatusConfirmedShowedFiled as a trialEditDeleteSaving in GoHighLevelConfirmedShowedNo showCancelledAppointmentAdults Intro · Jordan Ellis
- Calendar
- Adults Intro
- Team member
- Coach Rafa
- When
- Tue, Oct 13, 6:00 PM
- Contact
- Jordan Ellis
StatusConfirmedEditDeleteCalendarAdults IntroTitleAdults Intro · Jordan EllisTeam memberCoach RafaSlotTue, Oct 13 · 6:00 PMWed, Oct 14 · 7:00 PMStatus :ConfirmedCancelSaveWhich intro classes are booked this week?
Answered on Calendar · Week
- Contacts · Source
A Workspace contact record for Sam Ortiz: the sign-up form, a call, texts both ways, an intro class booked and attended, and the membership that made them a member, each on the activity timeline.
← Contacts CallSOSam Ortiz
(512) 555-0163
[email protected]
Northside
Added Oct 13MemberSign-up form/adults-jiu-jitsu- Program
- Adults Gi
- Experience
- Never trained
- Best time to reach you
- Weekday mornings
Submitted Oct 13, 9:31 AM
Tagsadults-lpevening-classAll fieldsDNDActions- Source
- Referral
- Location
- Northside
ConversationNSNorthside · (312) 555-0100TodayContact created from the landing page form· 9:31 AMOutbound callJessJM9:34 AM2:14JMGreat talking, Sam. Your intro class is Thursday at 6:00 PM. Bring water and a t-shirt, we lend the gi.Jess Morgan · SMS · 9:37 AM
SOSee you Thursday!SMS · 9:52 AM
Trial booked: Thu, Oct 15, 6:00 PM· 9:53 AMThu, Oct 15Showed for the intro class· 7:04 PMMembership started: Adults Unlimited· 7:20 PMType a message SendOppsTasksNotesApptsActivityActivity1234567Moved to Joined
Oct 15, 7:20 PMMembership started · Adults Unlimited
Moved to Trial Done
Oct 15, 7:04 PMShowed for the intro class
Trial booked
Oct 13, 9:53 AMAdults Intro · Thu, Oct 15, 6:00 PM
Text received
Oct 13, 9:52 AMSee you Thursday!
Text sent
Oct 13, 9:37 AMIntro class details · by Jess Morgan
Outbound call
Oct 13, 9:34 AMAnswered · 2m 14s · by Jess Morgan
Contact created
Oct 13, 9:31 AMLanding page form · Referral
What brought this walk-in through the door?
Answered on Contacts · Source
- Calls · On a phone
The Workspace pipeline on a phone's browser for Northside: one stage at a time with full-width cards, and a bottom bar with Pipeline, Contacts, Inbox, Calls and a green Dial button. A new lead is called from its card, then the next stage slides in.
WorkspaceNorthsidePipeline · 47 open48 openLeadsSearch opportunitiesAddNew LeadCalled679Ava MartinezWaiting 1mSourceMetaProgramKidsDateOct 13, 10:05 AMCallsNone yet1 total·1 todayJordan EllisSourceGoogleProgramAdults GiDateOct 13, 9:31 AMCallsNone yetPriya RamanSourceWebsiteProgramWomen'sDateOct 13, 8:12 AMCalls1 total·1 todayMarcus Webb4:30 PMin 25 minSourceGoogleProgramAdults GiDateOct 12, 7:40 PMCalls2 total·1 today1:48Sofia AlvarezSourceReferralProgramKidsDateOct 12, 3:05 PMCalls1 total·0 today0:52Owen PatelSourceGoogleProgramKidsDateOct 11, 6:22 PMCalls2 total·0 todayAAva MartinezCalling your phoneAnswer your phonePress 1 on your phoneOn your phonePipelineContacts3InboxCallsDialMore9:41Can the desk call from their own phone?
Answered on Calls · On a phone
- Calls · Transcript
A browser call to Maya Thompson placed from a pipeline card: the call pill in the header shows the call's state, and the live transcript panel fills with both sides' words as they speak.
WorkspaceNorthsideOnlineMMaya ThompsonDialingRingingIn callTransferNew Lead6Maya ThompsonWaiting 2mSourceMetaProgramKidsDateOct 13, 10:05 AMCallsNone yet1 total·1 todayJordan EllisSourceGoogleProgramAdults GiDateOct 13, 9:31 AMCallsNone yetCalled9Marcus WebbSourceGoogleProgramAdults GiDateOct 12, 7:40 PMCalls2 total·1 today1:48Sofia AlvarezSourceReferralProgramKidsDateOct 12, 3:05 PMCalls1 total·0 todayTrial Booked4Ethan BrooksSourceMetaProgramAdults No-GiDateOct 9, 6:18 PMCalls3 total·0 today2:31Hannah Kim11:00 AMOverdueSourceGoogleProgramKidsDateOct 11, 11:20 AMCalls1 total·0 todayLive transcriptOn call · MayaCall endedListening…
You0:03Hi Maya, this is Jess from Acme Jiu Jitsu Northside. You asked about our kids classes?
Maya0:09Yes! My son is seven. Does he need any experience?
You0:14None at all, the Kids program starts with the basics. Would you like to bring him to an intro class?
Maya0:22That would be great. Thursday after school works best.
You0:27Perfect, I have Thursday at 5:00 PM. I'll text you the details now.
Listening…
What did the lead ask about on the call?
Answered on Calls · Transcript
- Calls · WhisperNorthside call.
A browser call to Maya Thompson placed from a pipeline card: the call pill in the header shows the call's state, and the live transcript panel fills with both sides' words as they speak.
WorkspaceNorthsideOnlineMMaya ThompsonDialingRingingIn callTransferNew Lead6Maya ThompsonWaiting 2mSourceMetaProgramKidsDateOct 13, 10:05 AMCallsNone yet1 total·1 todayJordan EllisSourceGoogleProgramAdults GiDateOct 13, 9:31 AMCallsNone yetCalled9Marcus WebbSourceGoogleProgramAdults GiDateOct 12, 7:40 PMCalls2 total·1 today1:48Sofia AlvarezSourceReferralProgramKidsDateOct 12, 3:05 PMCalls1 total·0 todayTrial Booked4Ethan BrooksSourceMetaProgramAdults No-GiDateOct 9, 6:18 PMCalls3 total·0 today2:31Hannah Kim11:00 AMOverdueSourceGoogleProgramKidsDateOct 11, 11:20 AMCalls1 total·0 todayLive transcriptOn call · MayaCall endedListening…
You0:03Hi Maya, this is Jess from Acme Jiu Jitsu Northside. You asked about our kids classes?
Maya0:09Yes! My son is seven. Does he need any experience?
You0:14None at all, the Kids program starts with the basics. Would you like to bring him to an intro class?
Maya0:22That would be great. Thursday after school works best.
You0:27Perfect, I have Thursday at 5:00 PM. I'll text you the details now.
Listening…
Which location is this call for?
Answered on Calls · Whisper