Contacts

Contacts let you link another person to a member’s profile.

This is useful for junior members where a parent or guardian needs to be on file, for emergency contacts, and for anyone who should receive messages on the member’s behalf.

What a contact stores

Field	What it means
First name, Last name	The contact’s name.
Email	Their email address (optional).
Phone	Their phone number (optional).
Relationship	How they are connected to the member.
Can Manage	Whether this person is a manager for the member (see below).
Receive Communications	Whether this person receives messages sent to the member.

Relationship options

Relationship	When to use it
Parent	A parent or guardian.
Child	A child of the member.
Sibling	A brother or sister.
Spouse	A husband, wife, or partner.
Friend	A trusted friend.
Emergency Contact	Someone to contact in an emergency.
Other	Any other relationship.

Managers

A contact with Can Manage turned on is called a manager. Managers are displayed in a separate Managers card on the member’s profile page, distinct from the general Contacts list.

Managers can act on the member’s behalf. When you add a payment method, you can choose who will pay in the Bill To field. For example, you can select a parent to pay for a child’s subscription.

Tip

For junior members, add a parent as a contact and turn on Can Manage if they should manage the child’s account. When you add a payment method, choose who will pay in the Bill To field.

Two ways to add a contact

1. Create a new person: for someone not already in Kanri. You enter their name and contact details directly.
2. Link an existing member: for someone who already has a member record. You select them by name and set the relationship.

Open a person’s Contact Of tab to see the members linked to them, their relationship, and whether they can manage those members.

Next steps

Add a contact Add another contact for this member.

Add a payment method Save a card or bank account.

Create a subscription Start recurring or fixed-term billing.