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Understanding Contact Types

Track and manage leads as they move through the funnel process to efficiently convert them to members, track missed appointments, and understand membership types.

By Red Belt Team | Last Update: June 12, 2026

What are Contact Types?

A contact type is a classification label used to facilitate better filtering, reporting, and targeted communication. The contact types are:

  • Lead: new contact without an active plan
  • Member: new or long-term student with an active plan
  • Trial: new or short-term student with a limited active plan
  • Former Member: old contact with an expired or canceled
  • Frozen: short or long-term member with a paused plan

Contact types change automatically based on activity. Use types to filter your contacts and find leads, paying members, paused accounts, and former members.

Frequently Asked Questions

Common Questions & Troubleshooting

Why is the Contact Types column missing on my contacts screen?

If you can’t see the Contact Type column on your contact screen it may have been accidentally disabled. To enable the column click the column management icon, select the box next to Contact Type, and click Save.

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