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Documentation Index

Fetch the complete documentation index at: https://docs.1club.ai/llms.txt

Use this file to discover all available pages before exploring further.

The Marketing section is where you turn interest into members and existing members into repeat business. It groups five separate tools - each one is a standalone feature; you don’t have to use them in order.

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What’s in here

  • Business audit - AI-generated audits of your online business profile, review sentiment, and website performance.
  • Pipeline - Kanban board of sales opportunities (deals) grouped by stage.
  • Deals - The same deals as the Pipeline, but as a sortable table.
  • Promotions - Vouchers (wallet credit redeemed by code) and discounts (percentage or fixed amount at checkout).
  • Automations - Event-driven workflows that send messages, manage tags, and notify staff when triggers fire.

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How the pieces fit together

The Pipeline and Deals pages are two views of the same records. Use the Kanban when you’re working a list of opportunities and want to drag them between stages; use the table when you’re reporting or bulk-editing. Stages, sources, and custom fields are configured once under Settings > Deals. Promotions are separate from deals - promotions are codes and offers, deals are opportunities. A promotion targeting “new signups” might generate many leads that become deals, but the two are linked only loosely through reporting. Automations sit on top of the rest. An automation can react to a deal moving stage, a promotion being redeemed, or a booking event - sending a message, applying a tag, or notifying staff in response.

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Pipeline at a glance

The default deal stages typically look like Lead, Qualified, Proposal, Negotiation, Closed Won, Closed Lost - but stages, colors, and order are fully configurable under Settings > Deals > Stages. Moving a deal into any stage marked as type lost prompts you for a close-lost reason so the reporting stays clean. Sources (where the lead came from - website, referral, walk-in, social, paid ads, events, etc.) are configured separately under Settings > Deals > Sources. For the full reference, see the Pipeline page.

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Promotions at a glance

Promotions cover both vouchers and discounts:
  • Vouchers issue wallet credit when a code is redeemed. Members spend the credit on bookings, memberships, or POS.
  • Discounts apply a percentage or fixed amount at checkout. They can be scoped to specific class types, area types, or instructor types.
Both support audience targeting (tags, contact type), date windows, per-member and global redemption caps, and public versus member-only access. See Promotions for the full breakdown.

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Automations at a glance

Automations are event-driven workflows. Pick a trigger (booking created, membership expiring, payment failed, contact birthday, tag added, and more), optionally filter by membership type or tags, then chain steps: send a message, wait, branch on a condition, modify the contact, notify staff. Built-in automations (like booking reminders) ship preconfigured; custom automations are built in a visual canvas. See Automations.

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Cross-feature reporting

For metrics across all marketing tools - lead-to-member conversion, promotion redemptions, automation run history - use the Marketing analytics dashboard. Promotion-specific performance also surfaces on the promotion’s own page, and per-automation run/step history is available from the automation list.

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Getting started

  1. Configure pipeline stages and lead sources under Settings > Deals.
  2. Create your first promotion (a welcome voucher is the usual starting point).
  3. Add a few deals manually or import them, then drag them through stages as they progress.
  4. Build an automation that puts the promotion in front of the right segment when a trigger fires.
  5. Review marketing analytics monthly and adjust.