Glossary: SmartRec HubSpot Terminology
Last updated: May 29, 2026
SmartRec and HubSpot use different vocabularies for similar concepts. This article maps the most common terms so you can navigate both systems confidently.
Quick reference
SmartRec term | HubSpot term | Notes |
|---|---|---|
Account | (no single equivalent) | A container in SmartRec that holds Members and Owners. The Account itself isn't an object in HubSpot — its people are. |
Account Owner | Contact | The adult(s) responsible for a SmartRec Account |
Account Member | Contact | All people in the Account (including children) |
Person | Contact | The shared term for any individual record |
Activity | Course | A class, session, or specific offering within a program |
Activity Occurrence (also: Event) | Deal (Activity Occurrence stage) | A specific scheduled instance of an Activity — one time slot. "Occurrence" and "Event" are used interchangeably in SmartRec. |
Registration | Appointment | A person signing up for an activity session, drop-in, or private lesson |
Donation Purchased | Deal (Donation Purchased stage) | A donation transaction |
Membership Purchased | Deal (Membership Purchased stage) | A purchase of a Membership product |
MultiPass Purchased | Deal (MultiPass Purchased stage) | A purchase of a MultiPass product |
Membership (the product) | App Object (AmiliaSmartRec Memberships/MultiPasses) | The membership offering itself — what gets purchased |
MultiPass (the product) | App Object (AmiliaSmartRec Memberships/MultiPasses) | The multipass offering itself — what gets purchased |
Location | App Object (AmiliaSmartRec Locations) | A physical facility |
Access Scan | App Event (Person Access Scan) | A check-in or check-out event at a facility. Lives on the Contact's timeline — not a CRM object you can search. |
Network | (multiple branches in one portal) | A SmartRec configuration where multiple organization branches feed one HubSpot portal |
Organization / Branch |
| Identifies which SmartRec branch a record belongs to in HubSpot |
Two especially confusable terms
Activity vs. Activity Occurrence
An Activity is the thing — "Toddler Swim Lessons, Tuesdays at 10am." Synced to HubSpot as a Course.
An Activity Occurrence is one time slot of that thing — "Toddler Swim Lessons on May 14, 2026 at 10:00 AM." Synced to HubSpot as a Deal.
Membership/MultiPass (product) vs. Membership/MultiPass Purchased (transaction)
The product is what's offered for sale ("Annual Family Membership"). Synced to HubSpot as an App Object record.
The purchase is when someone buys it. Synced to HubSpot as a Deal, linked back to the App Object.