Promote a Member

Promote a member when they are ready to move to the next level in their program. Check the member’s attendance and promotion date first, then update their membership from the member profile.

Review eligibility

1. Open the member’s profile and find their membership in the program.
2. Check their current level and the next level shown for that membership.
3. Review the member’s attendance against the level’s minimum-class requirement.
4. Check the required number of days since their last promotion or membership start.
5. If promotions are tied to gradings, confirm the applicable grading date.

For normal eligibility, the member must meet each configured requirement. Only confirmed attendance counts, and a class does not count if Counts towards attendance is off. The Promotions report helps staff find members who meet their program’s requirements.

The staff Promote action does not enforce the class or day thresholds. Review them yourself before confirming an exception. Grading roster promotions have their own eligibility checks.

If the program keeps level requirements, an existing membership may still follow its earlier requirements and next-level destination. Check the membership’s details rather than assuming it uses the latest program rules. Changing its level clears the kept values.

Promote from the member profile

1. Open Members and select the member.
2. Open their membership in the relevant program.
3. Select Promote.
4. Confirm the next level. Optionally enter a Promotion Date of today or an earlier date; leave it blank to record the promotion now.
5. Select Promote.

After promotion, the member’s current level changes. Their next promotion eligibility is based on the new level and the promotion date. If no next level is available, review the program’s progression and any kept requirements before attempting another promotion.

See Promote a Member to the Next Level for the member-profile workflow and Manage Gradings for scheduled grading events.