Add a Member
Field reference
Only First Name and Last Name are required. Everything else is optional and can be filled in later.
Field
Notes
First Name
Required.
Last Name
Required.
Family Status
The member’s family situation: Single, Married, Divorced, Widowed, Separated, Common Law, or Other.
Gender
Man, Woman, or Other.
Birthday
Used in the Birthday report and shown as an age on the profile.
Phone
Used for SMS messages. Must be unique within your school. Kanri shows an error if another profile already has this number.
Email
Used for sending emails and for portal login. Must be unique within your school.
Lead details
When you choose Lead, you can also record their status, programs of interest, and further details. There is no separate Lead Source field on this form. Lead-management features require a Professional or Enterprise plan.
If you’re in a hurry, enter just the first and last name. You can add other details later by editing the profile.

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