Members
A member is anyone in your school’s database — students, parents, staff, and leads all live in the Members list as separate profiles.
Members are the centre of everything in Kanri. A member can have memberships (enrolment records), subscriptions (billing records), attendance, bookings, notes, interactions, and a gallery.
Member types
Section titled “Member types”Every profile in the Members list has a type that describes their relationship to your school:
| Type | Who it is |
|---|---|
| Lead | A prospective student who hasn’t yet joined. The default type for all new profiles. |
| Member | A student with an active membership or subscription. Automatically assigned when a membership or subscription is created. |
| Contact | A parent, guardian, or other associated person added as a contact for another member. Automatically assigned when someone is added as a contact. |
| Staff | A person with a staff role in Kanri. Automatically assigned when a role is assigned to them. |
Kanri assigns types automatically in most cases. The type updates when something changes. For example, a profile becomes type Member as soon as it has an active membership or subscription.
Profile fields
Section titled “Profile fields”When you open a member’s profile, you’ll see the following information:
| Field | Description |
|---|---|
| First name / Last name | The member’s full name. Both are required. |
| Used for sending messages and for portal login. Must be unique within your school. | |
| Phone | Used for SMS messages. Must be unique within your school. |
| Birthday | Used in the Birthday report and displayed as an age on the profile. |
| Sex | Male, Female, or Other. Optional. |
| Family Status | Single, Married, Divorced, Widowed, Separated, Common Law, or Other. Optional. |
| Address | Street address, city, province/state, postal code, and country. Edited separately from other profile fields. |
| Photo | A headshot used for visual identification at the kiosk. Uploaded and cropped separately. |
| Member number | A unique number automatically assigned when the member is created. Members can use this number — or search by first name — to sign in at the kiosk. |
| Can manage self | When enabled, this member can be their own account manager in the portal. |
The members list
Section titled “The members list”Go to Members in the main navigation to see a list of all your members.
By default, the list shows only profiles that have at least one active membership. To see all profiles (including leads, contacts, and inactive members), check Show inactive in the filter bar.
The list shows each member’s name, last attendance date, and the active programs they’re enrolled in. Click a member’s name to open their profile.
You can search and filter the list by name, number, age, phone number, and more.
Member profile tabs
Section titled “Member profile tabs”A member’s profile is organised into tabs. Each tab shows a different aspect of the member’s record:
| Tab | What it shows |
|---|---|
| Overview | Key information cards: personal details, address, memberships, subscriptions, contacts, notes, interactions, and more. Customisable per staff account. |
| Contacts | People linked to this member (parents, guardians, spouses, etc.) and who can manage them. |
| Memberships | Enrolment records showing which programs the member is enrolled in, their level, and status. |
| Subscriptions | Billing records showing payment plans, amounts, and schedule. |
| Attendance | A log of every class session this member has attended. |
| Bookings | Upcoming and past class bookings for this member. |
| Messages | Email and SMS conversations with this member. |
| Interactions | Immutable log entries recording events, incidents, and calls. |
| Notes | Editable staff notes (medical info, reminders, special arrangements). |
| Gallery | Files and photos uploaded for this member. |
| Logs | A full audit trail of every change made to this member’s record. Requires a Professional or Enterprise plan. |
The member profile vs. a user account
Section titled “The member profile vs. a user account”A member profile is a record in your school’s data. It holds training history, billing, and personal details.
A user account is a login credential. It lets someone access Kanri — either as staff or as a member through the portal.
These are two separate things. A member profile can exist without any user account. When you invite a member to the portal, Kanri links their user account to their member profile.
If your school has Auto-link accounts turned on (in Settings → Behaviors), Kanri automatically links a new user account to an existing member profile when the email addresses match.
Member number
Section titled “Member number”Every member is automatically assigned a unique member number when their profile is created.
Members can use this number — or search by their first name — to sign in at the kiosk. See Member Number for more detail.