Member Engagement on Salesforce
Keep member records, plans, renewals, benefits, Stored Value, balances, and participation connected. Add broader communication only when your member workflow needs it.
Member Engagement is not a separate Booking Ninjas product.
The Membership extension provides the member foundation: member records, plans, renewals, benefits, balances, membership reporting, and Stored Value.
Bookings, classes, events, payments, and other operational activity can add engagement context when those Booking Ninjas modules are part of the implementation. Communication Hub is optional for broader outbound communication.
Build Member Engagement From the Modules You Actually Need
Start with membership, then add the operational and communication layers that match the member experience.
Membership
Member records, plans, renewals, benefits, balances, membership reporting, and Stored Value.
Booking Ninjas Modules
Bookings, classes, events, billing, payments, and related activity can provide more context when those modules are used.
Communication Hub
Add broader email, SMS, and WhatsApp communication when your member workflow needs it.
Keep the Member Relationship in One Operational Context
Give staff the information they need before they decide what follow-up makes sense.
Member Records
Keep member information and the operational records connected to the relationship.
Plans & Renewals
Track membership plan information, status, and renewal dates.
Benefits
Keep configured benefits associated with the member and plan.
Stored Value
Use Stored Value as part of the Membership extension where it fits the operating model.
Use Real Participation as Engagement Context
Engagement becomes more useful when it comes from the operational activity members actually complete.
Bookings
Use booking and reservation history when Booking Ninjas Core is part of the member workflow.
Classes
Use class enrolment and attendance when Class App is configured.
Events
Use registration and participation information when Event Management is part of the setup.
Billing & Payments
Keep dues, invoices, balances, and payment context available where those workflows are managed in Booking Ninjas.
Use Member Context to Make Communication More Relevant
The member record should inform follow-up. Broader outreach can be added when the operating model needs it.
Member Segments
Group members using the profile, plan, location, or operational data captured in your implementation.
Transactional Messages
Use basic transactional communication for configured operational workflows where applicable.
Broader Outreach
Add Communication Hub for broader email, SMS, and WhatsApp communication.
Communication History
Keep available communication activity with the member record when those workflows are configured.
Support the Operational Member Lifecycle
Focus on the moments Booking Ninjas can actually see: join, participate, use benefits, pay, request service, and renew.
- Set up member records and plans during onboarding.
- Track configured benefits and Stored Value.
- Review participation from Booking Ninjas modules in use.
- Keep renewal dates and membership status visible.
- Review billing and balance information where relevant.
- Add communication workflows when staff need structured follow-up.
Keep Member Data and Communication Governed
Use Salesforce permissions and configured workflow controls around member and communication records.
Role-Based Access
Control which staff can access selected member and communication records.
Communication Preferences
Track consent or channel preferences where those workflows are configured.
Member History
Keep available membership and operational activity connected for staff review.
Reporting
Use member and operational data in configured Salesforce reports and dashboards.
Optional AI-Assisted Member Analysis
AI can support administrative review when separately scoped. It does not guarantee retention or predict member behaviour by default.
Member Summaries
Summarise suitable member and activity records for internal review.
Activity Patterns
Review available historical activity for recurring participation patterns.
Draft Assistance
Generate draft member communication from suitable context for human review.
Follow-Up Support
Help staff organise records that may need attention without making autonomous retention decisions.
Keep Member Engagement Connected to Salesforce Operations
Booking Ninjas is Salesforce-native, so member information can stay close to the operational records staff already use.
Member Data
Keep plans, renewals, benefits, balances, and member records in the Booking Ninjas workflow.
Operational Activity
Bring bookings, classes, events, payments, and requests into the member context when those modules are used.
Communication Context
Use Communication Hub when broader communication and history need to stay connected to the member relationship.
Reporting
Use reports and dashboards based on the member and operational data captured by the implementation.
Where Member Engagement Can Fit
Useful where membership needs to stay connected to reservations, classes, events, benefits, billing, or community services.
Member Engagement Supports the Member Relationship — It Is Not a General Marketing Automation Suite
Booking Ninjas focuses on membership records, plans, renewals, benefits, Stored Value, operational participation, billing context, and configured member follow-up. It does not promise churn prediction, guaranteed retention gains, autonomous engagement optimisation, or every communication channel as part of Membership. Specialist marketing platforms can remain in place and may be integrated where required.
Available on Salesforce AppExchange
Booking Ninjas is available on Salesforce AppExchange.
Member Engagement Pricing
Member Engagement is not a separate SKU. Use the Membership and communication layers your operation needs.
Core Package
for 1–50 Active Bookable Units when booking and reservation workflows are required
- Booking Engine and Reservation System
- Availability Management and Rate Controller
- Billing and Invoicing
- Request and Contact Management
- Standard reports and dashboards
- Basic transactional communication
Membership
£100/monthper 1,000 active members
- Member records and plans
- Renewal information
- Configured benefits
- Balances and membership reporting
- Stored Value included
Communication Hub
£100/monthper organisation
- Up to 5,000 emails
- Up to 500 SMS messages
- Up to 500 WhatsApp messages
- Configured communication workflows
- Member and operational context
Manual Member Tracking vs Connected Member Operations
Compare different ways of organising the information behind the member relationship.
| Capability | Spreadsheet / Separate Tools | Connected Booking Ninjas Setup |
|---|---|---|
| Member records | May be tracked manually or across separate systems | Membership can keep member records and plans together |
| Renewals & benefits | May depend on manual reminders and tracking | Can stay connected to the Membership workflow |
| Stored Value | May require another system or manual balance tracking | Included with the Membership extension |
| Participation context | May require data from separate booking or event tools | Can use Booking Ninjas module activity where configured |
| Broader communication | Usually handled in separate messaging tools | Communication Hub can be added when required |
| Reporting | Data may need manual consolidation | Available member and operational data can be reviewed in Salesforce |
Frequently Asked Questions
Keep the Member Relationship Connected to the Work
Show us how you manage members, renewals, benefits, participation, billing, and follow-up today.