Add a Member

Create a profile when you add a student, contact, or prospective student to Kanri. The first screen asks which kind of profile you want to create.

Before you start

You need the Manage Members permission to add members. If you don’t see a New Member button on the Members page, ask your school administrator to check your role permissions.

Create a profile

1. Go to Members in the main navigation.
2. Click New Member in the top right.
3. Choose Member, Lead (if available on your plan), or Contact.
4. Enter the person’s details (see the field reference below).
5. Click Create Member.

Kanri then guides you through any relevant setup steps. A contact goes straight to their profile. A member can continue by adding contacts, completing an evaluation if your school uses one, and setting up memberships or billing. A lead goes through a shorter setup.

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.

Tip

If you’re in a hurry, enter just the first and last name. You can add other details later by editing the profile.

Member types

Choose the profile type when you create it. Some later actions can change the type:

• New student profiles are Members. Creating a membership or subscription can change a Lead, Contact, or Staff profile to a Member.
• Choose Lead for a prospective student. Lead-management features require a Professional or Enterprise plan.
• Choose Contact for a parent, guardian, or another person connected to a member.
• Linking a Lead or Staff profile as a contact can change its type to Contact.
• Accepting a staff-role invitation can change a Lead profile to Staff. Staff roles and access are managed separately from the profile types on this form.

See the Members overview for more about profile types.

What happens after you save

When Kanri creates the profile:

• A unique member number is automatically assigned. Members can use it, or search by first name, to sign in at the kiosk.
• If the email or phone number matches any existing unassigned message conversations, Kanri links them to the new profile.

For a new student, these are common next steps:

1. Assign a membership to enrol them in a program.
2. Create a subscription to set up recurring billing.
3. Add a payment method if you want Kanri to collect payments automatically.
4. Upload a photo for kiosk identification.
5. Invite them to the portal so they can log in.

Note

Adding the member’s address is done separately from the main profile form. Once the profile is saved, open it and click the Address card to add address details.

Next steps

Edit a Member update details or upload a photo

Assign a Membership enrol in a program

Create a Subscription set up billing

Invite to the Portal give them a login