Overview

Contacts Overview

The Contacts section is where you manage every person connected to your studio — from new leads to active members and their families. In this article, we'll walk through the Contacts Overview page and explain how to use it effectively.

The Key Steps

1. Navigate to Contacts Overview

Click Contacts in the left-hand navigation menu, then select Overview. This opens the main contact management table where you can view, search, filter, and manage all of your contacts in one place.

2. Understand the Contact Summary Bar

At the top of the page, you'll see a summary bar displaying counts for each contact type:

  • Leads — prospective students who haven't started a trial or membership yet
  • Trials — contacts currently in a trial period
  • Members — active paying members
  • Previous Trials — contacts whose trial has ended without converting
  • Previous Members — contacts who had a membership but are no longer active
  • Contacts — general contacts not categorized as leads or members
  • Walk-ins — contacts tagged as walk-in visitors

Click on any contact type to filter the table to show only that category.

3. Search and Filter Contacts

Use the Search contacts field at the top of the table to find a specific contact by name, email, or phone number.

Click the Filter button to apply advanced filters such as contact type, tags, source, membership status, date added, and custom fields. Filters can be combined to create targeted views of your contact list.

4. Review the Contact Table

The contact table displays key information in customizable columns:

  • Name — click to open the full contact profile
  • Type — Lead, Trial, Member, Contact, etc.
  • Tags — labels assigned to the contact for organization
  • Email — primary email address
  • Phone — primary phone number
  • Source — how the contact was added (Website, Manual, Enrollment, Tablet Kiosk, etc.)
  • Family — the family group the contact belongs to
  • Membership — current active membership name

Click the Columns button to customize which columns are visible and rearrange their order.

5. Add a New Contact

Click the + Add Contact button in the top-right corner to manually create a new contact record. Fill in the required information (name, email, phone) and assign a contact type, source, and any relevant tags.

6. Export Your Contacts

Click the Export CSV button to download your contact list as a CSV file. This is useful for creating backups, sharing contact lists with team members, or analyzing data in spreadsheet applications.

7. Perform Bulk Actions

Use the checkbox on the left side of each row to select individual contacts, or click Select All to select the entire page. With contacts selected, you can perform bulk actions such as assigning or removing tags, changing contact type or status, enrolling contacts into workflows, or sending bulk messages.

Related Sections

From the Contacts menu in the sidebar, you can also access:

  • Families — group related contacts into family units
  • Opportunities — track sales pipeline and deal stages
  • Smart Lists — create dynamic contact lists based on saved filter criteria
  • Statuses — manage and customize contact lifecycle stages
  • Tags — organize contacts with custom labels
  • Custom Fields — add custom data fields to contact profiles
  • Import — bulk-import contacts from a CSV file
  • Duplicate Contacts — find and merge duplicate contact records

If you have any questions about managing contacts, please reach out to the Market Muscles Support Team.