Invite members to their portal

Each member (or parent) gets their own portal login, where they buy plans, sign your waiver and see their family's records. You don't create their password: you invite them, and they set up the account themselves.

How the invitation works

The invite email is titled Set up your (gym name) membership account and links to your gym's join page. When one adult signs up there with the email you have on file, their account is linked to their record on your roster; for a family, the join page first asks who is signing up (below). Any other records on that same email (their children, for example) show up in their portal for them to claim. The invitation's link works only for records on that email, so they are signed in at once, with no second email.

Moving your whole gym from another system? Move your gym to Shindo tells your families in its step 5 and reminds the ones who haven't joined. See Moving from another billing system.

When your gym has a changeover date that checkout is using for new memberships, every invitation also says Your membership won't be charged until (the date), when (gym name) moves it to Shindo. Class packs are still charged when they're bought.

One email per address. When several members share an email (a parent and their children, say), they get one invitation between them when you import them or use Invite All. It starts "Hello," and names everyone on that email who has no login yet, for example (gym name) has set up membership accounts for Daniel, Ruth and Grace. Everyone it names counts as invited. Adding members one by one with the invite box ticked, an add to an email that was sent an invitation in the last 10 minutes sends no second email; the result says so, and the family still sees that member in their portal to claim.

When someone signs up from an invitation for several people, for one child, or for one person with no date of birth, the join page asks Who's signing up? with each name and A parent or guardian, and says "If your name is listed, choose it." A parent who chooses A parent or guardian is added as their own member with the name they typed (or linked to the listed record with that name, as long as it isn't a child's by date of birth), then claims each child in their portal. An invitation for one adult (by date of birth) signs them up as before, and so does an invitation for one person with no date of birth when the name typed on the join page is that person's name.

You can send invitations four ways:

• when you add one member, with the invite box ticked (see Add a member);
• when you import a CSV, with its invite box ticked (see Import members from a spreadsheet);
• to one member, with Send invitation on their page (below);
• for everyone at once, with Invite All.

Invite one member, or resend to one

Use this when a member tells you they never got the email.

1. Open Members and tap the member.
2. Tap Send invitation, next to Edit. It shows only for a member who has an email address and no login yet.
3. Shindo says Invitation sent to and the member's email. Under the button you'll see Invited and the date of the last invitation.

Ask them to check their spam folder too. If others share that member's email and have no login yet, the invitation names them too, and they count as invited. The invitation's link only works for records on that email, so they sign up and are signed in at once, with no second email.

You can send one member an invitation once every 10 minutes. Sooner than that, Shindo says This member was sent an invitation a few minutes ago. Try again in 10 minutes. Each one counts toward your gym's daily invitation limit, the same limit Invite All uses. The limit counts emails, not people: one email to a family counts once.

Invite everyone, or resend

1. Open Members and tap Invite All.
2. Shindo asks Send invitation emails to members without an account who weren't invited in the last 7 days? Tap Send Invites.
3. A message at the top of the list says how many invitation emails were sent and how many failed. When an email covered a family, it also says how many people the emails cover, for example Invitations sent: 2 of 2, for 5 people.

Invite All goes to every member on your roster who hasn't set up a login yet, active or inactive, unless they were invited in the last 7 days or your import file marked them as former members (they are never invited, until you set them active or tap Allow invitations on their member page). People who already have a login are left out. So it is also how you resend: anyone who missed the first email gets another once 7 days have passed since it was sent.

If everyone already has a login, you'll see No members without accounts found.

The limit

Before you can send any invitation, verify your own email: enter the code in the box at the top of the page. Until you do, Invite All says Verify your email before you invite members.

You can use Invite All up to 3 times in 24 hours. After that it says You can trigger invites up to 3 times per 24 hours. Try again the next day. Invitations also share a daily limit with adding and importing: 100 emails in 24 hours, or 1,000 once your Shindo billing is set up. One email to a family counts once. Over it, Shindo says how many were not sent; invite the rest the next day.

How members log in after that

Members reach your gym through one link: it opens your join page, which also links to sign in. You'll find it, with a QR code for the front desk, under Settings in the Member Onboarding card: tap Copy Link or Download QR Code. The same link works for someone who never got an invitation: they set up their account from it. If your roster already has a record on their email, Shindo first emails them a link to confirm the address is theirs.

What it doesn't do

• You can't set or see a member's password. They reset their own with Forgot Password? on the sign-in page.

Related: Add a member, Your gym's sign-up link and QR code, Families and households.