Edit a Member

You can update a member’s personal details at any time. The edit page lets you change the fields you filled in when the profile was created. Address and photo are updated on separate pages.

Before you start

You need the Manage Members permission to edit member profiles.

Edit basic details

1. Open the member’s profile by clicking their name in the Members list.
2. Click the Edit icon (pencil) in the top right of the Information card. You can also click the Edit icon in the member’s row on the Members list.
3. Update the fields you want to change.
4. Click Save.

The following fields can be updated on the edit page:

• First name, last name
• Family status
• Gender
• Birthday
• Phone number
• Email address
• Member Type
• If the profile is a Lead and lead-management is available: Lead Status, Interested Programs, and Further Details

Note

The member’s ID and member number cannot be changed. The member number is assigned automatically when the profile is created. See Member Number for more context.

Update the address

The member’s address is edited on a separate page.

1. Open the member’s profile.
2. Click the Edit icon in the Address card.
3. Fill in the address fields: Line 1, Line 2, City, Province/State, Postal Code, and Country.
4. Click Save Address.

The Country field has a searchable list. Type the country name to find it.

Upload or change a photo

A profile photo makes it easier to identify members on the kiosk and in the app. Photos are shown as a circle cropped from the centre of the image, so a clear face shot works best.

1. Open the member’s profile.
2. Click the camera/edit icon next to the current photo in the Information card.
3. Upload a new photo. You can drag and drop an image file, or choose one from the member’s gallery if files have already been uploaded there.
4. Click Save Photo.

Tip

For the best kiosk experience, use a portrait photo with the member’s face centred. Kanri automatically generates a thumbnail for faster loading at the kiosk.

The photo page does not offer a remove-only action. Choose another image to replace the current photo.

What can’t be edited

• Member ID: a system-generated identifier used internally.
• Member number: assigned automatically at creation. See Member Number.
• Membership details: they are not edited on this page. Open the Memberships section to change a membership’s program, level, status, or other fields.
• Subscription and payment details: they are not edited on this page. Use the Subscriptions and billing sections for current records; changing the member profile does not rewrite payment history.

Next steps

Member Number understand how kiosk numbers work

Memberships change enrolment details

Subscriptions update billing information

Notes add private staff notes about the member