Add a Member

When someone joins your school, the first thing you do is create a member profile for them. This takes less than a minute for a basic profile, and you can always fill in more details later.

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.

Add a member

1. Go to Members in the main navigation.
2. Click New Member in the top right.
3. Fill in the member’s details (see the field reference below).
4. Click Create Member.

Kanri saves the new profile and takes you straight to the member’s overview page.

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.
Sex	Male, Female, 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 — if another profile already has this number, you’ll see an error.
Email	Used for sending emails and for portal login. Must be unique within your school.
Can manage self	When enabled, this member can be their own account manager in the portal (they don’t need a separate guardian or contact to manage them).

Tip

If you’re in a hurry, enter just the first name, last name, and email, then click Create Member. You can add the rest later by editing the member.

Member types

Every new profile starts as a Lead — Kanri’s default type for anyone who doesn’t yet have a membership, subscription, or staff role. The type updates automatically as you set up the member:

• Assign a membership or subscription and they become a Member
• Add them as a contact for another member and they become a Contact
• Assign them a staff role and they become Staff

You don’t need to manage types manually. See Members overview for a full breakdown of member types.

What happens after you save

When Kanri creates the profile:

• A unique member number is automatically assigned. Members can use this number — 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.

The new profile exists but has no memberships, subscriptions, or billing set up yet. Typical 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 so billing can process 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