Memberships

A membership is the member’s enrolment record.

It answers the question: Which program is this member enrolled in?

This is different from a subscription, which answers: How and when does this member pay?

Understand what a membership includes

A membership can store:

• the program the member is enrolled in
• their current level, if your school uses Levels
• their membership status
• sessions remaining, if you track classes in blocks
• the last promotion date, if your school uses levels

Know how statuses work

Membership statuses are set by your school. They are not fixed across all schools.

Each status has:

• a name, such as Active, On Hold, or Withdrawn
• an active or inactive setting, which controls how Kanri treats that membership

Important rules

• A member can only have one membership per program at a time.
• Ending a membership means changing it to an inactive status.
• Memberships and subscriptions are independent. A member can have one without the other.

Note

Use the Only Memberships report and Only Subscriptions report to find mismatches between enrolment and billing.

Common tasks

1. Assign a membership.
2. Change a membership status.
3. Promote a level.
4. End a membership.

Next steps

Assign a membership Enrol the member in a program.

Change status Update a membership's current status.

Promote level Move a member to the next level.

Compare with subscriptions Manage billing records for this member.