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. Use the New Contact side.
5. Enter First Name (required).
6. Enter Last Name (required).
7. Enter Email (optional).
8. Enter Phone (optional).
9. Select the Relationship.
10. Turn on Can Manage if this person should be able to act on the member’s behalf.
11. Turn on Receive Communications if this person should receive messages sent to the member.
12. Click Save.

Note

Email and phone are optional, but each must be unique across your school if provided.

Link an existing member as a contact

1. Open the member from the Members list.
2. Click Contacts.
3. Click New Contact.
4. Use the Use Existing Member tab.
5. Search for and select the existing member.
6. Select the Relationship.
7. Turn on Can Manage if needed.
8. Turn on Receive Communications if needed.
9. Click Save.

What each setting does

Setting	What it means
Can Manage	The contact can act on the member’s behalf. They become a manager for the member, and their payment methods become available to use when creating the member’s subscriptions. Managers appear in a separate Managers card on the member’s profile.
Receive Communications	Messages sent to the member are also sent to this contact.

Tip

For a parent paying for a child, turn on Can Manage and Receive Communications. Then add the parent’s payment method and use it when creating the child’s subscription.

Edit or remove a contact

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

To remove a contact, open the contact detail page and delete it from there.

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 See contact and billing options.