Promote a Member to the Next Level

Promote a member when they are ready for the next level in their program.

Before you start

Make sure:

1. Your school uses Levels.
2. The membership already has a current level.
3. The current level has a next level set in your level settings.

Promote a membership to the next level

1. Open the member from the Members list.
2. Click Memberships.
3. Open the membership.
4. Click Promote.
5. Review the current level and the next level shown on screen.
6. Enter a promotion date if you want to record one.
7. Click Promote.

Kanri advances the membership to the next level in that program’s level sequence.

Note

You cannot pick any level from the list on this page. Promotion always moves forward to the next level that has been configured in your Levels setup.

Tip

If a member is ready but you cannot promote them, check whether the current level has a next level linked in your level settings.

Next steps

Review the Promotions report Find members ready for their next level.

Change membership status if needed Update a membership's current status.

View attendance history See a member's past attendance records.

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