Contacts · Source
What brought this walk-in through the door?
The desk asks, then picks the source at New contact: Referral, Passing By and the rest.
Workspace · Contacts
One record per person,
the whole story
Details, source, program, texts, calls, notes and tasks for every lead on one page, so whoever picks up the phone knows who they are talking to.
Source: GoogleA 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.
Source: GoogleOne record from every system you run
- Details to call history.
- 1 page
per person - Name to created date.
- 8 columns
in the list - Opportunities to calls.
- 6 tabs
in the right rail - A person always decides.
- 0 merges
on their own
One workspace. Every
tool the front desk needs
Contacts shares its records with Pipelines and Inbox, so a note or a text shows wherever the person appears.
Find anyone, read everything,
keep it clean
Book a demoSmart List: Meta, this week
Ava BrooksMember- Dana ReyesTrial Booked
- Marcus HillCalled
- Sam OrtizNew Lead
Source is MetaA 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.
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.
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.
Possibly the same person, merge into one?
- Jordan Avery(512) 555-0134
- Jordan A.(512) 555-0134
- Merge
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.
Possibly the same person, merge into one?
- Jordan Avery(512) 555-0134
- Jordan A.(512) 555-0134
- Merge
The contact list
Search, filter by source, location and reach, save Smart Lists, and change the owner or preferred channel for many contacts at once.Smart List: Meta, this week
- Ava BrooksMember
- Dana ReyesTrial Booked
- Marcus HillCalled
- Sam OrtizNew Lead
Source is MetaOne person's page
Details on the left, the conversation in the middle, and opportunities, tasks, notes, appointments, activity and call history on the right.Opps · Tasks · Notes · Appts · ActivityA 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.
Opps · Tasks · Notes · Appts · ActivityA 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.
Clean records
Fields from PushPress or Mindbody are locked with a note on where to change them, and possible duplicates wait for your Merge.From PushPress, change it thereA 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.
Possibly the same person, merge into one?
- Jordan Avery(512) 555-0134
- Jordan A.(512) 555-0134
- Merge
From PushPress, change it thereA 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.
Possibly the same person, merge into one?
- Jordan Avery(512) 555-0134
- Jordan A.(512) 555-0134
- Merge
Why the record is worth trusting
Every lead has exactly one source
A measured ad click comes first, then what the person says, then the website form. Walk-ins get a source picked at the desk.
- Google, Meta, Referral, Website, Passing By or Other
- “Fix source” on the card and on the contact
- Family members inherit the source of whoever registered them
Source: Referral
Members are marked, not mistaken
A Member chip shows who already trains with you, and somebody already a member at that location never opens a new lead.
- Member chip in the list and on the record
- The gym app's roster never floods your leads
- A member who cancelled can enquire again as a lead
A Workspace contact record for Ava Brooks: 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.
Notes from GoHighLevel come along
Notes your desk wrote in GoHighLevel appear read-only on the contact, next to the notes and tasks written here.
- Imported once and marked as read-only
- Notes and Tasks tabs on every contact
- What they told us, kept with the record
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.
Notes
Asked about kids classesRead-only- Booked Thursday introToday
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.
Notes
- Asked about kids classesRead-only
- Booked Thursday introToday
How a contact record is built
01
Google Ads clickAdults Gi | Search- Landing pageFree class form
- LeadJordan Avery · Northside
A lead arrives
From a form, an ad, GoHighLevel or the gym software, with its click and its source attached.
02
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.
The record fills in
Calls, texts, notes, tasks and appointments land on the same page, and open screens redraw on their own.
03
Possibly the same person, merge into one?
- Jordan Avery(512) 555-0134
- Jordan A.(512) 555-0134
- Merge
The desk keeps it clean
Fix a source, merge a possible duplicate or update a detail, and every screen reads the same answer.
Who reads the record
The whole story before you dial
Pick the source for every walk-inNotes and tasks in one place
Questions desks ask
Questions the record answers
Your contacts stay yours,
location by location
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
- Permission changes kept in an append-only history
Privacy & Security
- One workspace per location, never mixed
- Never pooled with other customers, never sold
- Every webhook verified and stored before use
- No inbound ports, TLS end to end
- Nightly backups off the server, restore drilled
- You own contacts, conversations and recordings
Explore more on lead records
A Workspace pipeline card for Marcus Webb: a follow-up due at 4:30 PM counts down, turns red as Overdue, and is dismissed.
Read more: Pipelines: every lead on a cardPipelines: every lead on a card
Boards per location where follow-ups rise to the top on their day and turn red when missed.
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.
Read more: Inbox: texts from your own numberInbox: texts from your own number
One thread per person per location, with delivery status, photos and opt-outs handled for you.
One member's journey: a Google Ads click on the keyword bjj near me, the landing page that kept the click, the lead, the intro class they showed up to, and the membership.
Read more: Lead Attribution, down to the keywordLead Attribution, down to the keyword
Every lead traced to the ad and keyword when the click carried an identifier, and never a guess.
Read more: How to track a gym lead from the first ad click to membershipHow to track a gym lead from the first ad click to membership
Follow one enquiry from the ad click to the form, the call, the intro class and the membership.
Contacts FAQs
No. Your members, billing and schedule stay in PushPress or Mindbody. Contacts reads from them and locks those fields, with a note saying where to change them.
By one rule: a measured Google or Meta click first, then what the person says, then the website form. Anything else reads No source recorded, never a guess, and every screen shows the same answer.
A walk-in is not a source. The desk asks what brought them and picks a source at New contact or + Add, and anyone working the card can correct it later with Fix source.
No. Possible duplicates are offered as “Possibly the same person, merge into one?” with a Merge button, and nothing merges until a person decides.
Members export to CSV from the product today. For anything else, ask us and we will tell you what is possible.
You do, including Workspace contacts, conversations and call records. Your data is never pooled across customers, sold, or used to advertise for another client.