Setpoint CRM

Stand up the CRM as a new Next.js app inside the Setpoint monorepo. Auth and customers reuse the Setpoint Supabase DB. Customer directory reads from existing customers, bookings, and POS tables. Sidebar mirrors PMS admin exactly. Deployed to Vercel.

Scope

• Next.js 16 app in apps/crm — mirrors apps/admin structure
• Email + password auth via Setpoint Supabase (same auth.users table)
• Facility selector — same multi-facility pattern as PMS admin
• CRM sidebar navigation — Contacts, Segments, Campaigns, Loyalty, Settings
• Dashboard — KPI cards: total contacts, active this month, new this week, churn risk count
• Contacts page — full customer directory with search, filters, sortable table
• Contact detail page — profile summary, booking stats, POS spend, membership status
• Staff notes — create, edit, delete private notes per contact (crm_notes table)
• Tags — assign colour-coded tags to contacts (crm_tags, crm_customer_tags tables)
• Deploy to Vercel as crm-setpoint project

Each contact detail page shows a unified activity timeline pulling from all Setpoint data sources — bookings, POS transactions, matches, program enrolments, and payments. Nothing is hidden from staff.

Scope

• Timeline component — chronological feed, grouped by date, infinite scroll
• Booking events — court booked, checked in, cancelled, no-show
• POS events — order placed, items purchased, refund issued
• Match events — match played, result submitted, result confirmed, Elo change
• Program events — enrolled, waitlisted, promoted, completed
• Membership events — subscribed, upgraded, cancelled, credit top-up
• Payment events — payment made, refund processed, credit issued
• Timeline filters — filter by event type (bookings / POS / matches / programs)
• Timeline export — CSV download of activity history per contact

Create manual segments by hand-picking members, or define rule-based dynamic segments that update automatically as customer behaviour changes. Inactivity and churn-risk segments run on pg_cron.

Scope

• Segment list page — name, type (manual/dynamic), member count, last updated
• Manual segments — hand-pick members from contact directory, add/remove anytime
• Dynamic segments — rule builder: last visit, booking count, sport, membership tier, spend threshold, join date
• Inactivity segments — 'no booking in X days' automatically evaluated nightly
• Sport segments — filter by primary sport (padel / tennis / pickleball / multi-sport)
• Churn risk segment — personal baseline: flagged if silent relative to own usual frequency
• Segment detail page — member list, filter, export CSV
• Segment member count badge shown live on sidebar
• pg_cron job — nightly refresh of all dynamic segment memberships

Build and send broadcast campaigns to any customer segment. Email campaigns via Resend. WhatsApp via WhatsApp Business API. Scheduled or send immediately. Campaign analytics show open rate, click rate, and bounces.

Scope

• Campaign list — name, segment target, channel, status (draft/scheduled/sent), sent count, open rate
• Campaign builder — name, select segment, choose channel (email/WhatsApp), compose message
• Email campaigns — subject line, rich text body, merge tags ({{first_name}}, {{facility_name}})
• WhatsApp campaigns — template message selection, merge tags, send via WhatsApp Business API
• Message templates — pre-built: welcome, win-back, birthday, program nudge, booking reminder
• Schedule or send immediately
• Campaign analytics — sent, delivered, opened, clicked, bounced, unsubscribed
• Unsubscribe handling — honour opt-outs, mark profile as opted out per channel
• Send preview — preview email/WhatsApp before sending

Configure how customers earn points — per booking, per baht/dollar spent at POS, per program enrolment. Members advance through Bronze → Silver → Gold → Platinum tiers. Redeem points for court credits, free sessions, and merchandise discounts.

Scope

• Loyalty config — enable/disable per facility, points name (pts / stars / tokens), currency display
• Earning rules — points per booking (flat or per hour), points per POS spend (per unit currency), points per program enrolment
• Tier thresholds — 4 tiers with configurable lifetime-points threshold and tier name
• Tier perks — free text description of perks per tier (shown to members)
• Points ledger per contact — chronological log of earned, spent, expired
• Current tier + progress bar toward next tier on contact detail page
• Rewards catalogue — list of redeemable rewards with point cost
• Redeem flow — staff redeems on behalf of customer at front desk
• Points expiry — configurable window (90/180/365 days or never), nightly pg_cron expiry job
• Tier change notifications — auto-email on tier upgrade/downgrade

Define automation triggers that fire when a customer does something — first booking, birthday, post-match, inactivity — and send a message automatically. Drip sequences extend this into multi-step flows.

Scope

• Automation list — name, trigger, channel, status (active/paused), fires last 30 days
• Trigger types — first booking, birthday (annually), post-match (1h after match), inactivity (X days), tier upgrade, tier downgrade, program enrolment, program completion
• Delay controls — send immediately or delay N hours/days after trigger
• Drip sequences — chain of messages triggered by a single event, each with its own delay
• Channel per step — each step can use different channel (email / WhatsApp)
• Merge tags — personalised content using customer and facility data
• Execution log — per-contact log of automation fires (trigger, channel, sent_at, status)
• Pause / resume automations without deleting

The features that are only possible because Setpoint owns the full data stack — POS, bookings, matches, and programs all in one database. These analytics cannot be replicated by a generic CRM.

Scope

• RFM scoring — Recency, Frequency, Monetary score per customer, updated nightly
• Sport Activity Score — bookings + program participation + match play, not just spend
• Churn risk engine — personal baseline: flagged if silent vs own usual frequency, not a global threshold
• Playing Partner Network — map who plays with whom, identify squad leaders for retention campaigns
• Program conversion funnel — track casual → trial → enrolled → completed → re-enrolled drop-off
• Court time value — surface which customers fill peak vs off-peak slots, targeted offers
• Referral attribution — track who referred whom, auto-reward both sides on first completed booking
• Family & group accounts — one wallet, multiple players, corporate accounts with per-employee limits
• CRM reports — segment growth over time, campaign performance dashboard, loyalty programme ROI