Assign a Membership
Know what each field means
Field
What it means
Program
Required. The program the member is enrolled in.
Level
Optional. Only used if your school has levels turned on.
Status
Required. A school-defined membership status; the school’s default active status is preselected.
Sessions Remaining
Optional. Leave blank for an unlimited count. Kiosk attendance can reduce this count; adding attendance manually does not.
Last Promotion
Optional. The last promotion date, useful when moving an existing student into Kanri.
Next Promotion Override
Optional and shown when Levels are available. This date takes precedence over the calculated date in kiosk promotion eligibility; it does not bypass a minimum-class requirement. If Last Promotion is also set, this date cannot be earlier.
Waiver document
If shown, choose Auto-send (the default), Don’t send, or Use existing document. Availability depends on document settings for the program.
If the member has eligible trial bookings in the school’s configured conversion window, creating the membership associates those bookings with it.
A member can have only one non-deleted membership per program. An inactive membership still occupies that slot, so edit or reactivate the existing record instead of creating another one.
If you are importing existing students, set the current level and Last Promotion date right away. This makes your Promotions report more accurate.

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