Member Fields Reference
A member profile contains information about a person and their relationship with your school. Some fields are optional, and the fields you see can depend on the person’s profile type and your role.
Personal and contact details
Section titled “Personal and contact details”| Field | What it means |
|---|---|
| First name and last name | The person’s name. Both are required, with a maximum of 100 characters each. |
| Birthday | Date of birth. Kanri uses it for age-related views and birthday reports. It is also needed to choose the child or adult evaluation during onboarding. |
| Gender | Optional: Man, Woman, or Other. |
| Family status | Optional: Single, Married, Divorced, Widowed, Separated, Common Law, or Other. Not shown in the contact’s personal-details form. |
| Email and phone | Optional contact details used for communication. Email must have a valid format; phone numbers are checked using the school’s country. An email or phone already used by another non-deleted profile at the school is rejected. Use Kanri’s secure payment flow for payment methods, not these fields. |
| Address | Street, city, region, postal code, and country. Update the address separately from the other profile fields. |
| Photo | A profile image used to help identify the member. |
| Member number | A number Kanri assigns to the profile. Members can use it when signing in at the kiosk. |
Lead information
Section titled “Lead information”Lead fields appear when they apply to a prospective member:
| Field | What it means |
|---|---|
| Lead status | The lead’s current stage in your follow-up process. |
| Programs of interest | Programs the person is interested in. |
| Lead source | Free-text information about how the person found your school, such as Community event. Maximum 200 characters. |
| Further details | Additional information about the inquiry. Maximum 5,000 characters. |
| Referred by | Free-text name of the person who referred them, if applicable. |
Kanri does not provide a separate referral-type editor. Agree on consistent wording with your staff. See Track Referral Sources.
Related records are on other profile areas
Section titled “Related records are on other profile areas”A member’s memberships, contacts, notes, attendance, bookings, documents, evaluations, messages, billing, and gallery items are managed in separate profile tabs or areas. They are not fields in the personal-details form.
- A membership records the program enrolment, status, and level.
- A subscription records a recurring or other billing arrangement.
- Contacts record a person’s relationship to the member and whether they can manage the member’s account.