Add a member

Add a new member to your studio manually.

1

Go to Members

Click "Members" in the sidebar.

2

Click "Add Member"

The required fields are Full name, Email, Phone, Date of Birth, and Gender (Female / Male / Prefer not to say). Address and Referred by are optional.

3

Save

New members start on the Drop-in plan with zero credits — change their plan from the member detail page once they purchase one. They receive a welcome email with a one-click sign-in link.

Tips
  • • Phone, date of birth, and gender are required at create time so studios have the demographics they need for waivers, marketing, and emergency contact. Existing members imported before this change keep their original (possibly empty) values.
  • • To add many members at once, use CSV Import instead — required fields are optional in the importer so legacy data still flows through.
  • • If the email already belongs to someone in your studio (e.g., an instructor), the form links them as a member instead of showing an error — no duplicate account is created. This is the easiest way to let an instructor also take classes.
  • • Members can also sign up themselves through your booking page or widget.
  • • Use the "Check Duplicates" button on the Members page to find members that share the same email, phone number, or name — helpful after importing from another system.
  • • Need to (re)send a sign-in link later? Open a member and click "Send invite" / "Resend invite", or tick several on the Members list and use the bulk "Send invite" action. To invite everyone in one go, leave all rows unticked and click "Invite all" — it sends to every member who has not joined yet, automatically batching large rosters (100 at a time) with a live progress count. The Account column shows where each member is in the lifecycle: "Imported" (added — e.g. via CSV — but no invite sent and no login yet), "Invited <date>" (a sign-in link was sent but not yet used), or "Joined" (the member has signed in or signed a waiver). This is separate from the Membership column, which tracks their billing plan (Active / Paused).
  • • In person at the studio? Instead of emailing an invite you can set a member up on the spot. Open a member who hasn't joined yet (or, as an instructor, find them on your class roster) and tap "Set up account" — a QR code and a short 6-character code appear. The member scans the QR with their phone camera (or goes to your app's /claim page and types the code), picks a password, and their account is created and linked to their existing record — all their history and passes come with them. The code is single-use and expires in about 30 minutes. Owners, managers with member access, and instructors can all do this.
  • • Member says the sign-in link just spins or shows "This sign-in link has expired"? Each emailed link can only be used once and expires after a while, and some email providers/antivirus scanners silently "click" links to check them — which uses up the link before the member ever opens it. Just open the member and click "Resend invite" to send a fresh link, and have them open it directly in their phone browser. If they already set a password, they can simply sign in at the login page instead.
  • • Members with passes or credits who haven't logged in? The Members page shows a "Send setup reminder" banner whenever there are members who hold unused value — an active pass or leftover credits — on an account they've never signed into. (That value is stuck: they can't book online until they set up their account.) Click "Send setup reminder" to email exactly those members a friendly nudge that says what's waiting for them (e.g. "8-class pass" or "6 credits") with a one-click set-up link. It only targets members who haven't signed in yet and who actually hold a pass or credits — members who've already joined, or who hold nothing, are never emailed. Large groups are sent 100 at a time and the banner tells you if any remain. Sending marks them as "Invited" in the Account column, just like a regular invite.
  • • Change history: each member detail page has a Change history section at the bottom. Expand it to see when the member was added and every edit since — credit adjustments, status changes, plan changes, and profile edits — with who made each change and when.
  • • Clicking a member on the Members list first opens a quick summary card (credits, waiver, account status, last class). That card is only a snapshot — to see everything about the customer, click "View full profile" on the card. That opens the full member detail page with their classes/attendance history, passes, payments, retreat & event bookings, forms, and plan editing all in one place.
  • • Retreats & Events: if the member has booked a retreat or event, the member detail page shows a "Retreats & Events" section listing each booking — the retreat name and room/option, its status, how much they've paid versus the total, and (for payment plans) how many installments are paid and when the next one is due. The top of the section totals what they've paid across all their bookings. Click any booking to open its full detail page, where you can see the complete installment schedule, send a payment link, mark an installment paid offline, or cancel. This works even for members who booked as a guest, since bookings are matched to their member record.

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