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🚧 These docs are a work in progress. The information here may not be complete or accurate.

Members

A member is a student or participant at your school. Every person you track in Kanri — whether they’re actively training, on hold, or a past student — is a member.

  • Every field on a member profile, explained in plain English
  • The tabs on a member profile and what each one contains (Overview, Contacts, Memberships, Subscriptions, Attendance, Bookings, Messages, Interactions, Notes, Gallery, Logs)
  • Member statuses and what they mean
  • The difference between a member’s login account and their profile record
  • What “linking” a user to a member means (auto-link behavior)
  • How member numbers work for kiosk check-in
  • Privacy and data: what members can see about themselves in the portal
  • First name, last name
  • Email address (used for messages and portal login)
  • Phone number (used for SMS)
  • Date of birth (used for birthday reports)
  • Address
  • Photo (used for kiosk identification)
  • Member number (for kiosk numeric sign-in)
  • Referral type (how they heard about the school)
  • Member since date