Members

Add members, manage plans, and track attendance

Website enquiries and class interest

See who signed up or asked about a class on your website, and follow up.

Add a member

Add a new member to your studio manually.

Import members from CSV

Add many members at once by uploading a spreadsheet. Welcome emails default off so you can stage your roster before launch.

Manage member credits

View, add, or subtract credits for a member.

Add a minor member with guardian waiver

Register an underage member and send a waiver to their parent or guardian.

Sell a pass or take a payment with the card on file

A member calls and says "just put it on my card". Open their page, press "Sell a pass" (or "Charge card"), type the card or use the one already saved, tick "save this card" if they want it kept, and press one button. They get a receipt by email; nothing is ever charged automatically.

Your card on file

If your studio keeps a card on file for you, they can charge it only for purchases you ask for, you get a receipt every time, and you can remove it from your Appointments page whenever you like.

Put credit on a member's account

Owe somebody money — a cancelled class, a goodwill gesture? Add account credit on their member page. It is real money, comes off automatically the next time they book a class or buy a pass, and every movement is listed with the reason you typed.

Using your account credit

If your studio has put credit on your account, it comes off automatically the next time you book a class or buy a pass. There is nothing to enter.

Manually grant a pass (migrating an existing client)

Give a member a pass without taking payment — useful when moving an existing client into Klasly with classes already used.

Tag members and target discount codes to them

Add tags to members (e.g. "staff", "founding") and create discount codes that only apply to tagged members.

Find your way around a member's profile

One row of buttons for the things you do, five tabs for the things you look at, and the facts you keep hunting for (waiver, card, credits) as chips under their name.

View a member's submitted forms

A member's intake / Body Therapy / custom form submissions appear on their profile for easy reference.

Help Center - Klasly