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.
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. Their payment methods become available to use when creating the member’s subscriptions. For example, a parent manager can have their card on file to pay for their child’s membership.

Tip

For junior members, add the parent as a contact, turn on Can Manage, then add the parent’s payment method before creating the child’s subscription.

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.

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.