Adding your first member

Members are the people in your CRM. Each member has a profile with billing, attendance, rank progression, notes, and more. Adding your first member gets your gym running.

Add a member

1. Open Members from the main navigation.
2. Click Add Member.
3. Enter their details. Only first name and last name are required; you can fill in email, phone, and other fields now or later.
4. Click Save.

You land on the new member's profile.

From the profile you can

• Assign a membership and take the first payment.
• Add contacts or a guardian (required for minors).
• Record attendance, add tags, and write notes.

A membership plan is not strictly required to add a member. You can add the person now and assign a plan later from their profile.

Adding minors

For a member under your minimum age, add a guardian contact so billing and consent route to the responsible adult. See Adding minors and guardians.