Good morning, Boca Raton 👋
Live snapshot across website, Shopify, Stripe, HubSpot & the schedule.
Active members
395
▲ 12 this week
Classes today
12
84 booked · 36 spots left
Revenue (MTD)
$41.2k
▲ 8% vs last mo
New leads today
27
from 3 pathways
Live activity feed
website · shop · bookings · payments
Anonymous · Boca entered via
/boca-raton, viewed Unlimited Membership → tagged Boca · Unlimited-Intent · 2m agoMaria G. booked Strength 6:00pm (credit used, 7 left) · 8m ago
Jon P. added EmPower Suit to cart on
.shop · 14m agoSara L. purchased Equipped Unlimited ($149) → card saved · agreement signed · 31m ago
Pinecrest segment Intro-NotConverted grew to 2,924 → win-back queued · 1h ago
Needs attention
⚠️ 3 members below min-term flagged for equipment fee review
📝 5 unsigned DocuSign agreements follow up
🎟️ 2 classes over 90% full healthy
💳 1 failed card on file action
Members & Contacts
5,340 contacts imported · unified profile per person across every system.
All 5,340Active 395Intro / not converted 2,924
Lapsed 3,120Boca 2,860Pinecrest 2,414At-Home 118
| Name | Location | Membership | Credits | Card | Segment | Status |
|---|---|---|---|---|---|---|
| MG Maria Gomez | Boca | Equipped Unlimited | 7 | •••• 4242 | Loyal | Active |
| JP Jon Park | Boca | — | 0 | — | Unlimited-Intent | Lead |
| SL Sara Lee | Pinecrest | Standard Unlimited | ∞ | •••• 1881 | New member | Active |
| DR Devon Ruiz | Pinecrest | Warm Up | 2 | •••• 7788 | At-risk | Expiring |
| AK Amira Khan | At-Home | OATH Unlimited | — | •••• 3310 | At-Home | Active |
Schedule
Owned by the hub (replaces the Hapana scrape). 6 classes/day · times rotate weekly · edits sync live to the website.
Jul 13 – Jul 19
Booty for the PeopleFat Burn
PilatesSpecialtyStrength
Click any class to edit time / coach / capacity, or view the roster & open spots. Booking a member here uses one of their credits and instantly appears on their website account.
Front Desk / Point of Sale
Sell in person, collect & store payment, sign the agreement, grant credits, and book — in one flow.
New in-person sale
Jon Park · jon@…
Boca Raton
Equipped Unlimited Membership — EmPower Suit $149/mo
Card is stored on the member's Stripe profile · agreement attaches to their record · membership credits granted automatically on completion.
After sale — quick book
Today's register
Use a new credit to reserve their first class
Strength · 6:00pm
Coach Alex · 4 spots leftPilates · 7:15am (tomorrow)
Coach Bri · 6 spots leftToday's register
Sara L. — Standard Unlimited $249
Walk-in — 6 Class Pack $180
Retail — Resistance bands $35
Segments & Outreach
Auto-group people by entry pathway + on-site & shop behavior, then target them (via HubSpot or hub-native email/SMS).
How a person flows in:
Enters site → GTM/GA4 captures entry URL + activity → event sent to hub → auto-tagged into a segment → on identify (form/login/purchase) it binds to their contact → outreach fires
Enters site → GTM/GA4 captures entry URL + activity → event sent to hub → auto-tagged into a segment → on identify (form/login/purchase) it binds to their contact → outreach fires
Anonymous visitors are grouped by behavior; they attach to a named contact only once they identify. HubSpot auto-send needs a paid tier — or send from the hub.
Boca · Unlimited-Intent
143
Entered /boca-raton, viewed Unlimited
Pinecrest · Cart-Abandon
61
Added equipment to cart, no purchase
Intro · Never Converted
2,924
Took intro offer, didn't join
At-Home · Browsers
88
Viewed /at-home, no OATH
At-risk members
34
Attendance dropping
+ Build a new segment rule
Analytics
Marketing analytics from GA4 alongside the hub's own member & class insights.
Visits → Shop rate
38%
Shop → Purchase
6.1%
Top entry
/boca-raton
Pathway funnel
Landed (Boca) 4,120
Viewed Memberships 1,540
Reached Shop 602
Purchased 37
Class & coach insights
Most-booked: Strength · peak 6pm
Fastest-filling: Booty for the People (Sat 9am)
Top coach by rebooking: Coach Bri
Avg member frequency: 2.4×/week
Integrations
Every system lands here. Green = connected & syncing. Claude wires these via Cowork; a few need your one-time action.
Website — Lovable / Supabase
ConnectedShared database · live 2-way sync of members, schedule, credits, bookings
Shopify — ohmsouthflorida.shop
ConnectedOrders, subscriptions, products, in-person POS
Stripe
Test modeSaved cards, billing history, POS charges · Terminal reader + live activation = your action
HubSpot — portal 246524027
Sync onlyContact sync + outreach · auto-send workflows need paid tier
GTM + GA4
ConnectedVisitor events → hub (live) + marketing analytics
DocuSign
Keys neededEmbedded signing at checkout · JWT keys = your action
Google Drive — 5,340 contacts
Ready to importOne-time import of the backup
Roles & Settings
You set who can see and do what. Change the "Viewing as" role up top to preview each tier live in this mock.
| Capability | Owner/Admin | Manager | Front Desk | Coach | Read-only |
|---|---|---|---|---|---|
| View member profiles | ✓ | ✓ | ✓ | ✓ | ✓ |
| Edit contact info & notes | ✓ | ✓ | ✓ | — | — |
| Take payments / POS | ✓ | ✓ | ✓ | — | — |
| View full billing / card / docs | ✓ | ✓ | ✓ | — | — |
| Create / edit schedule | ✓ | ✓ | — | ✓ | — |
| Book / move / refund credits | ✓ | ✓ | ✓ | ✓ | — |
| Run outreach campaigns | ✓ | ✓ | — | — | — |
| Manage integrations & roles | ✓ | — | — | — | — |