Add a Contact

You can add a contact in two ways: create a brand new person, or link someone who already has a member record in Kanri.

Before you start

Decide which option fits your situation:

• Use New contact if the person is not already in Kanri.
• Use Link existing member if they already have a record (for example, a parent who is also enrolled in adult classes).

Add a brand new contact

1. Open the member from the Members list.
2. Click Contacts.
3. Click New Contact.
4. Enter First Name (required).
5. Enter Last Name (required).
6. Enter Email (optional).
7. Enter Phone (optional).
8. Select the Relationship.
9. Turn on Can Manage if this person should be able to access supported self-service information for the member.
10. Review Receive Communications if this person should receive communications that include contacts. This switch is on by default for a new contact.
11. Click Save.

Note

Email and phone are optional. If you enter them, each must be unique within your school. If Kanri finds someone with the same name, review the warning before saving again to confirm a separate person. Use Use Existing Member instead when it is the same person.

Link an existing member as a contact

1. Open the member from the Members list.
2. Click Contacts.
3. Click Use Existing Member. This is a separate form from New Contact.
4. Search for and select the existing member.
5. Select the Relationship.
6. Turn on Can Manage if needed.
7. Review Receive Communications if needed. This switch is on by default.
8. Click Save.

What each setting does

Setting	What it means
Can Manage	Enables the contact to manage the member for supported features, including access to the member’s self-service memberships, bookings, invoices, documents, and public member-gallery items. Managers appear in a separate Managers card on the member’s profile.
Receive Communications	Makes this contact eligible to receive communications that include contacts. This setting does not guarantee that the contact is added to every direct message. It does not grant access to member self-service pages.

Tip

For a parent paying for a child, turn on Can Manage and Receive Communications. When you add a payment method, select the parent in the Bill To field.

Edit or remove a contact

To edit a contact, open the member, click Contacts, then click into the contact and use the edit button.

Names, email, and phone belong to the person’s shared member record. Changing those details also changes them wherever that person is linked as a contact. The relationship, Can Manage, and Receive Communications settings apply only to the selected member.

Removing a contact relationship does not delete the person’s member record or remove their contact relationships with other members.

Permissions and connected software

Staff need permission to view members to read contact relationships. Viewing email and phone also requires full member-view permission. Adding, editing, or removing contacts requires permission to manage members.

Authorized integrations can list, read, add, link, edit, and remove contact relationships through Kanri’s API. They follow the same school access and contact rules as the dashboard. An integration’s contact changes appear in Kanri’s existing event log. Give integrations only the permissions they need, and review changes to shared contact details carefully.

Next steps

Add a payment method Save a card or bank account.

Create a subscription Start recurring or fixed-term billing.

Send a message to the member Send a direct message to a member.

Return to contacts overview Review contact relationships and permissions.