How do I add a member?

Create a profile at the counter: what is really required, the duplicate warning, minors, and the plan you can sell in the same form.

The short answer

Create a profile at the counter: what is really required, the duplicate warning, minors, and the plan you can sell in the same form.

Members › New member

Steps

  1. 1
    Tap New member at the top right of the Members page.
  2. 2
    Fill First name.
  3. 3
    Fill anything else you already know. You can come back to it.
  4. 4
    Tap Save.
On this page7

What the form will not save without

Path: Members › New member (top right).

One single form. The same form opens again later when you edit the member, so nothing you fill in here is hidden somewhere else afterwards.

Only the first name is required. Email is optional: you can create someone with a phone number alone. What is refused is a badly formed email address, not an empty one.

The last name, the phone and the date of birth are optional too. The full name shown everywhere else is built from the first name and the last name, and both are capitalised for you on save.

What the form will not save without
New member, top right of the list.
A date of birth that makes the person under six years old blocks the save, with a message. Nothing is written until you fix it.

The duplicate warning, and when it does not run

The form searches while you type. As soon as the phone holds enough digits, or the email is complete, a row appears if another member already has that phone or that email.

The comparison ignores formatting. Digits only for the phone, lower case for the email. A number written +66 81 130 00 39 and the same number written 0811300039 are seen as the same person.

If you save anyway, a confirmation asks once more and names the person already on file.

This check runs on creation only. Editing an existing member never warns you, so two records created before this check existed will not be flagged.

Minors: a block that appears on its own

Fill a date of birth that makes the person under eighteen and a Guardian block appears in the middle of the form: guardian name, guardian phone, relationship.

Nothing forces you to fill it at this point. The consequence lands later, on the profile: the waiver cannot be signed until the guardian name is on file.

Leave the guardian name empty and the Sign button on the member profile stays disabled, with no explanation other than a small line asking for the guardian details.

Starting membership: what it really creates

A Starting membership list appears only when you create someone. Nothing is preselected, and the default line reading No membership (add later) is a real choice, not a placeholder.

Pick a product and the software creates an actual membership from your catalogue: the price, the number of classes and the end date all come from that product, not from anything you type here. If the product you need does not exist yet, the link under the field creates one without leaving the form.

The membership is created as unpaid. The member appears straight away with a balance to collect, equal to the price of the plan. To clear it, record a payment and attach it to that membership in the Membership field of the payment form. A payment left on none collects the money but leaves the balance showing.

The field that disappears when you edit

Open the same form on an existing member and the Starting membership list is gone. In its place sits a Status list.

This is not a bug. After creation, memberships live in the Memberships card of the member profile, where you add, renew, freeze or cancel them one by one. The creation form only ever creates the first one.

Your own fields, and the tags

Path: Settings › Members, for the fields themselves.

The extra fields you defined there appear inside this form in their own block. They are filled with the identity, not afterwards on the profile.

Tags are typed one by one. Press Enter or a comma to validate one. Tags already used in your gym are suggested while you type, which keeps VIP and Vip from becoming two different tags.

When your plan stops you

The free plan is meant for 25 active members and the Pro plan for 100. Max has no cap.

An active member is someone who is not archived and who holds at least one membership that is not cancelled and did not end more than thirty days ago. A member on hold still counts. Archiving someone who left frees a slot without deleting anything.

The number that counts is the number written on your plan, and nothing else. Going one member above it does not block the save. It starts a countdown instead: everything keeps working, and a banner at the top of the app says how many days are left, and until which date, to come back under the cap or change plan.

Coming back under the cap at any point during those days clears the countdown completely. It does not resume where it stopped if you go over again later.

Once the countdown has run out, the refusals are wider than adding a member. Creating a member, converting a lead, restoring a member from the trash and recording a payment stop, and so does every message you send by hand: a template by email, a template on LINE, a group message to members and a group message to leads are all refused with the same message. Deal with the banner while it is still counting.