Weβve added a new contact group called Staff to help you better organize and manage your staff contacts separately from members. This group is designed to work seamlessly alongside existing member groups.
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πΉ What Is the "Staff" Contact Group?
The Staff group is a special contact group designed to hold team or internal contacts separately from other contact types.
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π§ How to Enable the Staff Group
Navigate to Settings > Location > Groups.
Find the Staff Group checkbox.
Click the box to enable the Staff group visibility for your location.
Note: By default, this option is disabled, so you must enable it manually to start using it.
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Once enabled, the Staff contact group will appear in your contact group list.
π€ Who Can Enable the Staff Contact Group Access?
Only users with the following access type can enable the access to Staff Contact group:
Owner access-type Staff members
Managerial access-type Staff members
π₯ Staff Contact Group Metrics
The Staff Contact Group also includes metrics. Similar to Member Groups, you'll see helpful metric tiles that provide a quick snapshot of your staff contacts based on their status.
Scheduledβ Staff contacts with primary memberships that are set to start soon.
Active β Staff Contacts with currently active primary memberships.
Paused β Staff Contacts whose primary memberships are temporarily paused.
Frozen β Staff Contacts with frozen primary memberships.
Inactive - Staff Contacts with no membership currently linked.
Unlinked β Staff Contacts with no billing profile
π Clicking on any tile (except "Total") will take you directly to a filtered list of those Staff contacts.
π The contact grid summary always reflects data based on Primary subscriptions.
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Managing Staff Contacts
Use the "Add Contact" option on the Staff group grid to add new staff contacts.
The Staff group provides a dedicated space to manage staff, keeping them organized separately from members.
βπ Impact on KPI Reporting
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Contacts assigned to the Staff group are excluded from KPI metrics and reporting. This ensures that internal team data does not interfere with performance statistics.
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By organizing your staff contacts effectively, you can improve internal communication, streamline operations, and encourage stronger engagement with your clients.