This is a working preview of the staff view. All records below are sample data for demonstration. In the Wix build, every website form feeds the Wix CRM automatically, automations move people through the journey, and segmented mailing lists stay in sync. Click any pipeline record to advance it to the next stage; the change persists in your browser.
How a family moves from first website visit to registered BFA player.
Parent lands on programme, pathway, camp, or trial content and clicks Book Free Trial.
Parent submits player, age, school, preferred venue, programme, and referral details.
The player is created as a New Enquiry with source, age group, programme, venue, and status tags.
Confirmation, reminder, attendance follow-up, and membership offer automations are triggered.
Admin moves the family into Registered or Active Member once they commit and payment is confirmed.
Submit the Book Free Trial form, then return here. The dashboard will show the latest parent enquiry and how it would enter the CRM as a New Enquiry.
New Enquiry, Trial Booked, Trial Attended, Follow Up, Registered, Active Member, Pathways Candidate, Alumni. Click a record to advance it.
Filter sample records by age group, programme, venue and payment status, matching the views Jason asked to see.
| Player | Age Group | Programme | Venue | Payment | CRM Status | Parent |
|---|
Each journey runs hands-off once a form is submitted.
Segmented mailing lists, kept current by the CRM. Sample counts.
Items Jason mentioned for the Wix build and future content rollout.
