Duplicate a Member
Duplicating a member profile
Use Duplicate when you want to create a new member whose profile is largely the same as an existing one, such as a second child in the same family.
Open the existing member’s profile.
Click the Duplicate icon (two overlapping pages) in the top right of the Information card.
Review the pre-filled form. The following fields are copied from the original:
Last name
Family status
Gender
Birthday
Profile type and lead details, when the original is a Lead
Enter the new member’s First Name. Kanri leaves this field blank.
Phone and email are also left blank. Enter the correct details for the new person if they have their own phone number or email address.
Click Duplicate to create the new profile.
What gets copied to the new profile:
All of the original’s contacts (including family relationships)
All of the original’s notes
What is not copied:
Memberships
Subscriptions and billing information
Attendance history
Gallery files
Interactions
The original’s address information
The original’s profile photo
The duplicate keeps the original profile type. If the original is a Lead, its lead status, programs of interest, and further details are copied as well.
After duplicating, you’ll need to set up memberships and billing for the new member separately, just as you would for any new member.

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