Duplicate a Member

Kanri has a Duplicate feature that creates a member profile with some details copied from an existing profile. This is useful when you register a family member, such as a second child who shares the same contacts.

If two separate profiles exist for the same person, Kanri has a merge tool under Reports → Resolve that can combine them into one. This page covers both situations.

Duplicating a member profile

Use Duplicate when you want to create a new member whose profile is largely the same as an existing one, such as a second child in the same family.

1. Open the existing member’s profile.
2. Click the Duplicate icon (two overlapping pages) in the top right of the Information card.
3. Review the pre-filled form. The following fields are copied from the original:
   • Last name
   • Family status
   • Gender
   • Birthday
   • Profile type and lead details, when the original is a Lead
4. Enter the new member’s First Name. Kanri leaves this field blank.
5. Phone and email are also left blank. Enter the correct details for the new person if they have their own phone number or email address.
6. Click Duplicate to create the new profile.

What gets copied to the new profile:

• All of the original’s contacts (including family relationships)

• All of the original’s notes What is not copied:

• Memberships

• Subscriptions and billing information

• Attendance history

• Gallery files

• Interactions

• The original’s address information

• The original’s profile photo

The duplicate keeps the original profile type. If the original is a Lead, its lead status, programs of interest, and further details are copied as well.

Note

After duplicating, you’ll need to set up memberships and billing for the new member separately, just as you would for any new member.

Next steps

• Add a membership
• Set up a subscription
• Add or review contacts

Handling duplicate members (same person, two profiles)

Duplicate profiles, shared emails or phones, and leftover legacy notes are all handled in Reports → Resolve. See Resolve for the full guide.

• Safe cases (for example two identical profiles) are merged automatically when automatic fixes are on.
• Likely duplicates appear as cases with the profiles side by side. Click Apply selected steps to merge. Merging moves bookings, attendance, documents, conversations, notes and history onto the kept profile. If either profile has billing, Kanri’s records move but Stripe does not change, so double-check billing afterwards.
• When profiles share only a name, Kanri asks. Click Same person, merge or Different people. Your answer is remembered.
• When two different people (often a parent and child) share a phone or email, do not merge. The shared-details cases let you pick who keeps the value.