Starting Line

Overview

Starting Line is a guest management system that automatically creates and tracks guest records from form submissions. It features a sophisticated Next Action workflow system for managing visitor registrations, waivers, and tour conversions.

Key Features

Automatic Guest Creation

• Automatically creates guest records when configured forms are submitted
• Maps form fields to guest registration fields
• Tracks submission metadata (time, IP, user agent)
• Supports QR code generation for location-based registration

Guest Management Dashboard

• Statistics Cards:

  • Total Guests
  • New Guests
  • Active Tours
  • Membership conversions
  • PIF Membership
  • Pass Pack
  • No Purchase

• Advanced Filtering:

  • Multi-location selector
  • Date range filter with timezone awareness
  • Search by name, email, or location
  • Status-based tabs for quick access

• Real-time Display:

  • Color-coded status badges
  • Assigned staff member tracking
  • Toured status indicators
  • Inline action buttons

Next Action Workflow System

The app uses a sophisticated workflow that controls how guests move through the registration lifecycle:

Workflow Rules:

• Status and Tour fields are read-only
• Next Action dropdown controls all status transitions
• Automatic audit trail for every change

Available Actions by Status:

• New: Tour, Membership, PIF Membership, Pass Pack, No Purchase
• Active Tour: Membership, PIF Membership, Pass Pack, No Purchase
• Membership/PIF/Pass Pack: Tour (if not previously toured)
• No Purchase: Reset to New

Special Actions:

• Tour Action: Opens dialog to assign staff member and sets status to "active-tour"
• Reset to New: Available in terminal states, completely resets guest status

Status Management

Status options with color coding:

• new: Initial registration (blue)
• active-tour: Currently touring (amber)
• membership: Converted to member (emerald)
• pif-membership: Pay It Forward membership (violet)
• pass-pack: Purchased pass pack (sky)
• no-purchase: Completed without purchase (orange)

Notes & Comments System

• Quick access via message icon button
• Shows previous notes for context
• CMD/CTRL+Enter keyboard shortcut
• Automatic notes for status changes and staff assignments

ABC Fitness Integration

• Automatic member data fetching using Gym Sales ID
• Agreement management and tracking
• Location-based connection settings
• View agreements modal for membership status guests

Data Export

• CSV export with developer access
• Respects all active filters
• Includes comprehensive guest data
• Proper timezone handling

Database Models

Guest Model

model Guest {
  id                String    @id @default(cuid())
  appId             String
  tenantId          String
  firstName         String
  lastName          String
  email             String
  phone             String?
  locationId        String?
  visitTime         DateTime
  waiverSigned      Boolean   @default(false)
  status            String    @default("new")
  previouslyToured  Boolean   @default(false)
  assignedToUserId  String?
  smsOptedIn        Boolean   @default(false)
  gymSalesId        String?
  notes             GuestNote[]
  abcMember         AbcMember[]
}

Configuration

Installation

1. Navigate to Apps section
2. Select "Starting Line"
3. Configure during installation:
   • Select a form to track
   • Map form fields to guest fields

Field Mapping

The app supports custom field mapping with auto-detection for common patterns:

• First Name: first_name, firstname, first, fname
• Last Name: last_name, lastname, last, lname
• Email: email, email_address, e_mail
• Phone: phone, phone_number, mobile, cell
• Location: location, address, place, venue
• Signature: signature, sign, waiver_signature

Use Cases

Primary Use Case: Guest Registration & Tour Management

1. Create a "Guest Registration" form with required fields
2. Install Starting Line app and configure field mappings
3. Guests submit registration forms (directly or via QR code)
4. Staff manages workflow through Next Actions
5. Automatic audit trail tracks all changes

Secondary Use Cases

• Event Registration tracking
• Visitor Management workflows
• Trial Membership conversions
• Tour Scheduling with staff assignment

Routes

Main Routes

• /app/:tenant/apps/starting-line - Guest dashboard with filters and tabs
• /app/:tenant/apps/starting-line/:id - Guest detail page

Best Practices

Workflow Management

• Use Next Actions consistently for status changes
• Always assign staff when starting tours
• Add notes for context on unusual situations
• Review "No Purchase" guests for follow-up opportunities

Data Hygiene

• Review and clean up old guest records periodically
• Use notes to maintain interaction history
• Keep staff assignments current
• Track tour completions accurately

Date Filtering & Timezone Handling

• Automatic timezone detection using user/tenant settings
• Default shows "today" in user's local timezone
• All dates stored in UTC for consistency
• Supports US, Canadian, and Mexican timezones

Troubleshooting

Guests not being created from form submissions

• Verify form ID/slug matches configuration
• Check that app is active
• Ensure form is published
• Verify field mappings are correct

Next Actions not appearing

• Check current guest status
• Verify previouslyToured flag for membership statuses
• Ensure user has proper permissions

ABC Fitness data not fetching

• Verify location has ABC Fitness connection configured
• Check that gymSalesItem contains valid abcfin_id
• Ensure ABC Fitness API credentials are valid