Assign a Membership

Assign a membership when a member joins a program.

Before you start

You need the Manage Members permission, and Memberships must be available to your school.

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 non-deleted membership in that same program, including an inactive one.

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 if needed.
9. If the member has a scheduled promotion date, enter Next Promotion Override.
10. If a Waiver document section appears, choose the send option that applies.
11. Click Create Membership.

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; the school’s default active status is preselected.
Sessions Remaining	Optional. Leave blank for an unlimited count. Kiosk attendance can reduce this count; adding attendance manually does not.
Last Promotion	Optional. The last promotion date, useful when moving an existing student into Kanri.
Next Promotion Override	Optional and shown when Levels are available. This date takes precedence over the calculated date in kiosk promotion eligibility; it does not bypass a minimum-class requirement. If Last Promotion is also set, this date cannot be earlier.
Waiver document	If shown, choose Auto-send (the default), Don’t send, or Use existing document. Availability depends on document settings for the program.

If the member has eligible trial bookings in the school’s configured conversion window, creating the membership associates those bookings with it.

Caution

A member can have only one non-deleted membership per program. An inactive membership still occupies that slot, so edit or reactivate the existing record instead of creating another one.

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.