Add a member
You can add people one at a time from the Members page. To bring a whole roster over at once, see Import members from a spreadsheet.
Add one person
- Open Members and tap Add Member.
- Type their Name and Email. Both are required; the button stays greyed out until they are filled in.
- Optional: a Phone number and a Date of Birth.
- Choose a Status: Active or Inactive. It starts on Inactive, as an imported member does; they become active when they get a membership.
- Leave Send this member a portal invite email ticked if you want them to get a link to set up their login. Untick it for a paper record, or for a child whose parent already has a login.
- Tap Add Member. A message at the top of the list says they were added, and whether the invitation went out.
Do they get an email?
Only if the invite box was ticked, and only once you have verified your own email (enter the code in the box at the top of the page). No email goes out either if the same address was sent an invitation in the last 10 minutes, or if your gym has used its invitations for the day (100 in 24 hours, 1,000 once your Shindo billing is set up); the message at the top of the list says which. The email asks them to set up their account through your gym's join page. If you unticked it, you can invite them later with Invite All (see Invite members to their portal).
Active does not mean they can check in
Active doesn't let someone check in on its own: to check in, a member needs a plan or a session pack. But it does decide who the kiosk lists, who the Members list shows, and who gets emails sent to Active members. Sell them a plan from their member page with Take Payment.
Brothers, sisters and shared emails
Two members can share one email address as long as their names differ, so you can add each child under a parent's email. Adding the same name with the same email again is refused with A member with this name and email already exists in your account.
When that parent signs in to their portal, they can claim the children's records. See Families and households.
Good to know
- New members appear in the list straight away. The list shows active members by default; pick All or Inactive in the status filter to see the rest.
- To change anything later, open the member and tap Edit (see A member's page).
Related: Import members from a spreadsheet, Invite members to their portal, A member's page.
Still stuck?
Tell us what you were trying to do, and we'll reply by email.
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