Add Your First Member

Use this guide to add a student and enrol them in a program. A member profile stores the person’s details. A membership records which program they are enrolled in. Billing is set up separately with a subscription.

Note

The Lead profile type requires a Professional or Enterprise plan. Compare plans →

Before you start

Create at least one program before assigning a membership. You need permission to manage members.

Step 1: Create the member profile

1. Go to Members in the main navigation.
2. Click New Member.
3. Choose Member.
4. Enter the member’s first and last name. These are the only required fields. You can also add their gender, birthday, phone, and email.
5. Click Create Member.

Kanri assigns the profile a unique member number. It guides you through adding contacts and then setting up memberships or billing. You can add the member’s address from the Address card on their profile.

Tip

If a parent pays for a child, keep the parent’s email and phone on the parent’s contact profile. An email address or phone number cannot be reused on another active profile in the same school. See Set Up Billing for a Child and Parent.

Step 2: Add a contact

Add a parent, guardian, or emergency contact when you need someone linked to the member’s profile.

1. Open the member’s profile and select Contacts.
2. Click New Contact.
3. Create a new contact or link an existing member profile.
4. Choose the relationship, such as Parent or Emergency Contact.
5. Turn on Can Manage if the contact should manage the member’s account.
6. Turn on Receive Communications if the contact should receive messages sent to the member.
7. Save the contact.

See Contacts for the available relationship and permission settings.

Step 3: Assign a membership

1. Open Memberships on the member’s profile.
2. Click New Membership.
3. Select the Program.
4. Select a starting Level if the program uses levels.
5. Choose the membership Status. Kanri selects your school’s default active status.
6. Enter Sessions Remaining only if this membership has a limited number of sessions.
7. Review any promotion-date or waiver options that apply, then select Create Membership.

The membership links the student to the program. It is separate from the student’s subscription, which records their billing arrangement.

Member numbers and kiosk check-in

Every profile receives a unique member number when it is created. Members can use the number, or search by first name, to sign in at the kiosk. See Member Number for details.

Next step

If the member will pay through Kanri, set up billing. You can also keep a subscription on file for payments handled outside Kanri.