Assign a Membership

Assign a membership when a member joins a program.

Before you start

Make sure:

1. The program already exists.
2. Your school has the membership status you want to use.
3. The member does not already have a membership in that same program.

Assign a membership

1. Open the member from the Members list.
2. Click Memberships.
3. Click New Membership.
4. Select the Program.
5. Select the current Level if your school uses Levels.
6. Select the Status.
7. Enter Sessions Remaining if you track classes in blocks.
8. Enter Last Promotion Date if needed.
9. Click Create.

Know what each field means

Field	What it means
Program	Required. The program the member is enrolled in.
Level	Optional. Only used if your school has levels turned on.
Status	Required. A school-defined membership status.
Sessions Remaining	Optional. Leave blank if you do not track remaining sessions.
Last Promotion Date	Optional. Useful when moving existing students into Kanri.

Caution

A member can only have one membership in each program. For example, they cannot have two separate Adult Karate memberships at the same time.

Tip

If you are importing existing students, set the current level and last promotion date right away. This makes your Promotions report more accurate.

Next steps

Change the membership status later Update a membership's current status.

Promote the member's level Move a member to the next level.

Create a subscription for billing Start recurring or fixed-term billing.

Return to memberships overview Manage enrolments, status, and level changes.