Membership registry. Tiers, renewals, retention, the full lifecycle.
Member directory with search and filters. Unlimited tiers with per-tier pricing and capacity limits. Five-stage renewal pipeline with automated reminders. Churn analysis, win-back campaigns, and retention tracking. Check-in station, guest passes, and roaming access. Family plans and corporate accounts. 13 API endpoints.
Every member. Every status. Every tier, searchable.
32 page routes across personal, staff, and manager views. Full member lifecycle from registration to renewal to freeze. Searchable directory with tier, status, and property filters. Individual and batch reminder API.
Member Directory
Searchable roster with membership status, tier, join date, renewal date, and contact details. Filter by tier, status, property, or custom tags.
Member Profile
Individual member view with contact information, membership history, folio balance, visit log, guest pass usage, and linked family accounts.
Registration
New-member registration form with tier selection, payment method, and immediate ID generation. Captures emergency contact and preferences.
Search and Filter
Full-text search across name, email, phone, and member ID. Filter by active, expired, frozen, cancelled. Sort by join date, renewal date, or last visit.
Reminders
Individual and batch renewal reminders. API-backed send with delivery confirmation. Template-based messaging per tier and status.
Membership Freezes
Freeze and unfreeze memberships with date ranges and reason tracking. Automatic renewal-date adjustment on thaw.
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page routes across three access levels
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API endpoints
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functional areas
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client components
Unlimited tiers. Per-tier pricing. Capacity caps.
Tier management with individual configuration pages, upgrade/downgrade proration, capacity limits, and waitlist overflow. Each tier defines its own guest-pass allocation, roaming rights, and perk set.
Tier Builder
Define unlimited membership tiers with names, pricing, duration, and capacity limits. Each tier carries its own renewal rules and perk assignments.
Tier Detail
Per-tier configuration for guest pass allocations, roaming access rights, family add-on eligibility, and corporate discount schedules.
Tier Upgrades and Downgrades
Prorated upgrade and downgrade paths between tiers. Balance carried forward. Perk access adjusts on the effective date.
Capacity Limits
Per-tier member caps with waitlist overflow. Real-time availability counts on the dashboard. Automatic waitlist promotion when a slot opens.
Upcoming, overdue, processed. Automated reminders. Personal renewal view.
Five-stage renewal pipeline from upcoming through lapsed. Individual and batch reminder API. Staff members see their own renewal queue in the personal area. Revenue reporting with tier-level breakdown and income forecasting.
Upcoming. Overdue. Processed. The full renewal pipeline.
Five-stage renewal queue from upcoming through lapsed. Individual and batch reminders. Personal renewal view for staff. API endpoint for programmatic processing.
Renewal Pipeline
Upcoming, due, overdue, and processed renewals in a single queue. Filter by tier, property, or date range. Batch actions for bulk processing.
Automated Reminders
Per-member and batch renewal reminders through the API. Configurable lead times. Delivery confirmation tracking.
My Renewals
Personal renewal view for staff with their own memberships. Upcoming dates, payment status, and self-service renewal option.
Renewal API
/api/registry/renew endpoint for programmatic renewal processing. Accepts member ID, payment reference, and renewal period.
At-risk tracking. Churn reasons. Win-back campaigns.
Four retention surfaces: at-risk member identification, churn analysis with reason codes, win-back campaign builder, and configurable retention strategies with staff task assignment.
Retention Tracker
At-risk member identification with engagement scores, visit frequency, and days-to-renewal. Filterable by tier and property.
Churn Analysis
Cancellation log with reason codes, tenure at cancellation, tier breakdown, and monthly churn rate trend. Recovery suggestions per reason.
Win-Back Campaigns
Campaign builder for lapsed members. Target by lapse duration, previous tier, and cancellation reason. Track re-enrollment conversions.
Retention Strategies
Strategy library with configurable triggers: low visit count, approaching renewal, missed check-ins. Assign outreach tasks to staff.
Engagement scores. KPI gauges. Surveys. Trend analytics.
Four analytics surfaces covering per-member engagement scoring, KPI dashboards, member surveys with NPS, and demographic trend analysis with tier-level filtering.
Engagement Scoring
Per-member engagement score calculated from visit frequency, check-in recency, event participation, and perk redemptions. Score history with trend line.
Metrics Dashboard
KPI gauges for active rate, average visits per member, renewal conversion, and new-member acquisition. Filterable by tier and date range.
Surveys
Member feedback collection with survey builder. Response rates, NPS calculation, and comment aggregation. Results exportable per tier.
Analytics
Membership trends, growth curves, demographic breakdowns, and tier distribution. Monthly comparison with year-over-year overlay.
Check-in, access log, guest passes, onboarding.
Staff-level check-in station with membership verification and visit recording. Timestamped access log for compliance. Guest pass lifecycle from issuance through redemption. Four-stage onboarding workflow with task assignment and progress tracking.
Application. Approval. Checklist. Progress tracking.
Four-stage new-member onboarding: public application form, manager approval queue with capacity enforcement, multi-step checklist with task assignment, and per-member progress tracking.
Application Form
Public-facing membership application powered by Calisto Forms. Collects contact details, tier preference, and payment authorization.
Approval Queue
Submitted applications land in the manager approval queue. Accept, waitlist, or decline with one click. Capacity limits enforced automatically.
Onboarding Workflow
Multi-step onboarding checklist with task assignment. Document collection, orientation scheduling, ID card issuance, and welcome-kit dispatch.
Progress Tracking
Per-member onboarding progress bar. Incomplete steps flagged to assigned staff. Aggregate completion rates on the manager dashboard.
Verify at the door. Log every visit. Track utilization.
Staff-level check-in station with member ID lookup and photo verification. Timestamped access log with entry and exit records. Usage statistics API for visit frequency and peak-hour analysis.
Check-In Station
Staff-facing check-in view for verifying membership status at the door. Member ID lookup, photo verification, and visit recording in one screen.
Access Log
Timestamped entry and exit records per member. Filterable by date, property, and tier. Exportable for compliance and audit.
Usage Statistics
Visit frequency, peak hours, and utilization data via the /api/registry/usage endpoint. Per-member and aggregate views.
Issue. Track. Redeem. Per-tier allocation limits.
Guest pass lifecycle from issuance through redemption. Per-tier allocation caps with real-time count. Staff-facing redemption at check-in. API endpoint for programmatic management.
Pass Issuance
Issue guest passes from a member profile or in bulk. Per-tier allocation limits. Configurable validity period and usage cap.
Pass Tracking
Active, used, and expired pass registry. Filter by issuing member, guest name, or date. Real-time count against tier allocation.
Redemption
Staff-facing redemption flow at check-in. Validates pass status, records guest visit, and decrements the issuing member allocation.
Guest Pass API
/api/registry/guest-passes endpoint for programmatic issuance and validation. Accepts member ID, guest details, and validity window.
Families, corporate accounts, roaming, group billing.
Two group membership models: family plans with linked dependent accounts and shared folios, and corporate accounts with employee rosters and consolidated invoicing. Cross-location roaming for multi-property operators.
Family plans. Corporate accounts. Group billing.
Two group membership models: family plans with linked dependent accounts and shared folios, and corporate accounts with company profiles, employee rosters, and consolidated invoicing.
Family Plans
Family membership definitions with primary and linked accounts. Shared billing folio. Individual check-in and access records per family member.
Linked Accounts
Link dependent members to a primary account. Each linked member gets their own profile, visit history, and engagement score.
Corporate Accounts
Corporate membership management with company profiles, employee rosters, and group billing. Per-company tier assignments and capacity.
Group Billing
Consolidated invoicing for family and corporate accounts. Itemized charges per member with summary folio for the account holder.
Tier pricing. Folios. Revenue reporting. Credit eligibility.
Five billing surfaces: per-tier pricing configuration, base pricing layer, member folios with charges and balances, credit eligibility assessment, and revenue reporting with tier-level breakdowns.
Pricing Configuration
Per-tier pricing with monthly, quarterly, and annual options. Promotional rates with start and end dates. Multi-currency support.
Base Pricing
Base pricing layer beneath tier overrides. Default rates, initiation fees, and administrative charges. Property-level price adjustments.
Folios
Member billing folios with charges, payments, credits, and running balance. Folio export API for external accounting systems.
Credit Eligibility
Credit eligibility assessment per member. Criteria include tenure, payment history, and tier status. Used for fee waivers and grace periods.
Revenue Reporting
Revenue dashboard with dues collected, outstanding balances, and projected income. Breakdown by tier, property, and period.
Perks, referrals, waitlist, roaming, cross-product.
Perk catalog with tier-based assignment. Member-to-member referral tracking and rewards. Waitlist with capacity control and inquiry pipeline. Roaming access across locations. Three-level access control. Five cross-product integrations.
Discounts. Priority access. Partner offers. Per-tier perk sets.
Central perk catalog with tier-based assignment. Each perk defines redemption rules, availability windows, and usage limits. Higher tiers inherit or receive exclusive perks.
Perk Library
Central catalog of membership perks: discounts, complimentary services, priority access, and partner offers. Each perk carries a description, redemption rules, and availability window.
Tier Assignment
Assign perks to specific tiers. Higher tiers inherit lower-tier perks or receive exclusive additions. Per-tier perk counts visible on the member profile.
Availability Windows
Seasonal and promotional perk scheduling. Start date, end date, and day-of-week restrictions. Automatic activation and deactivation.
Member-to-member referrals. Rewards on enrollment.
Member referral program with status tracking and configurable rewards. Members refer prospects; rewards post when the referred person enrolls. Distinct from Calisto Circle, which handles affiliate programs, influencer matrices, and promotion engines.
Member-to-Member Referrals
Members refer friends and family for membership. Each referral links to the referring member record. Status tracking from referred through enrolled.
Referral Rewards
Configurable rewards for successful referrals: account credits, complimentary months, perk upgrades, or guest pass bonuses. Rewards post on enrollment confirmation.
Referral Tracking
Per-member referral count with conversion rate. Leaderboard view for top referrers. Historical log with referral date, referred name, and outcome.
One membership. Multiple locations.
Cross-location membership access for multi-property operators. Per-tier roaming eligibility, participating-location configuration, visit-count limits, and cross-property visit logging.
Cross-Location Access
Members with roaming privileges check in at any participating location. Membership verified against the central registry regardless of home property.
Property Network
Multi-property roaming configuration. Define which tiers qualify for roaming, which locations participate, and any visit-count limits per billing period.
Roaming Log
Cross-location visit history per member. Home property, visited property, and timestamp. Aggregate roaming utilization per location.
Waitlist with capacity control. Inquiry pipeline. Public application forms.
Pre-membership pipeline: prospect inquiries with source tracking, per-tier waitlist with automatic promotion, and public application forms via Calisto Forms embedded on Calisto Sites pages.
Waitlist
Pending membership applications queued by request date. Approve from the waitlist when capacity opens. Per-tier waitlist with position visibility.
Inquiries
Prospect tracking for pre-application contacts. Source, interest tier, follow-up status, and conversion outcome. Inquiry-to-application pipeline.
Membership Application
Public membership application form powered by Calisto Forms. Embedded on Calisto Sites waitlist pages. Submissions route to the manager approval queue.
Personal. Staff. Manager. Three access levels.
Every registry view gates on one of three access levels. Personal sees only your own data. Staff handles front-desk operations. Manager controls the full registry. Enforced at the component level per view.
Personal
Staff members see their own member list and renewal queue. Two views: My Members and My Renewals. No access to directory or manager tools.
Staff
Front-desk and operational access. Check-in station, access log, individual member detail, and new-member registration. Four views gated to staff level.
Manager
Full registry access. Member directory, tiers, renewals, pricing, analytics, retention, engagement, perks, referrals, roaming, and all configuration views.
Sites hosts it. Impreta promotes it. Ledger books it.
Registry connects to five Calisto products. Sites for the member portal and public pages. Impreta for social promotion. Circle for affiliate and promotion engines. Ledger for financial booking. Forms for membership applications.
Calisto Sites
Member portal at /sites/portals/member for self-service account access. Public waitlist page at /sites/forms. Referral landing pages at /sites/lead-capture.
Calisto Impreta
Social promotion of membership perks. Create posts directly from the registry dashboard via the /impreta/posts/new cross-app action.
Calisto Circle
Registry handles member-to-member referrals and rewards. Circle handles affiliate programs, influencer matrices, and promotion engines. Separate products, complementary scope.
Calisto Ledger
Membership dues, initiation fees, and folio charges flow to Ledger for financial booking and reconciliation.
Calisto Forms
Membership application form powered by Calisto Forms. Embeddable on external sites. Submissions route to the registry approval queue.
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Registry
Membership registry with tiers, renewals, and guest passes.
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