Add a member yourself

When to add someone by hand

Most members create their own profile the first time they book. Add someone yourself when they sign up at the front desk, pay in person, or have no e-mail. To bring in many people at once, use an import instead.

Add a member

1. Open Members and choose New member.
2. Fill in First name (required) and Last name.
3. Add their E-mail. They sign in with it. Leave it empty for someone without e-mail.
4. Add their Phone with the country code, for example +55 73 99999 0000. If the number has WhatsApp, turn on This number has WhatsApp.
5. If your studio uses two languages, choose Language for e-mails. Messages to this person go out in that language.
6. Open More details for optional fields: Birthday, Gender, Address, City, State or province, Postal code, Lives locally, How they heard about the studio, Emergency contact, Emergency phone and Health notes.
7. Tick I have this person’s permission to register them. Data protection law requires it, and the confirmation is recorded.
8. Turn on Send the welcome e-mail if you want them to get a link to sign in. It needs an e-mail address.
9. Choose Add member.

Note: Use Lives locally only for prices meant for local residents. Choose a Gender only if the person told you; their own words under Let me describe need their written consent, which you confirm with a tick. Write a health note only with the member’s written consent, and only what teaching safely needs.

What you cannot set for them

• Marketing consent. Only the member can agree to news by e-mail, from their own account. This number has WhatsApp is contact information, not consent.
• The e-mail, later on. Once the profile exists, only the member can change their e-mail, in their account. You can send them Ask to update e-mail from the profile.

Limits

Each plan allows a number of active members a month (Free: 20). Adding a profile does not charge anything.

When this month’s active members reach your plan’s limit, nobody new can join until the 1st or until the plan changes: New member is blocked for your team, and people who are not members yet cannot sign up or book online. Everyone who already has a profile keeps booking, buying and renewing. The owner and admins see the numbers and a link to Plan and usage; front desk and teachers are asked to talk to the owner or an admin.

After you add them

The member appears in the list right away. You can sell them a pass, book them into a class and add notes or tags from their profile. If someone under 18 joins, read the article on members under 18 before you add them.