Create a profile at the counter: what is really required, the duplicate warning, minors, and the plan you can sell in the same form.
On this page
Steps
- Tap New member at the top right of the Members page.
- Fill Full name.
- Fill anything else you already know. The phone and the rest are under More details. You can come back to it.
- Tap Save.
The duplicate warning#
The form searches while you type. As soon as the phone holds enough digits, or the email matches, a line under the field names the other member who already has that phone or that email, with a View link.
The comparison ignores formatting. Digits only for the phone, lower case for the email. The phone is put in international form, with your country code, when you leave the field, so in a studio in Thailand 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 names the person already on file and offers Create anyway or Open their profile. For an email, this confirmation is also the only way two members can share one address, for example a parent and a child: both then receive the same emails and either one can sign in with it.
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.
On the profile, that membership reads To pay until a payment is recorded, then Active. The email that tells the member their membership is active leaves only when nothing is left to pay (a free plan, an offered one, a credit, an amount already paid). For a plan to pay, the receipt of the payment is the one email.
A member you add starts unsubscribed from marketing#
Path: Members › tap a row.
Every member you create yourself, at the desk or with the New member form, is added unsubscribed from marketing emails. Nobody has agreed to receive them yet, and the software does not assume it.
Campaigns and the automatic messages that count as marketing skip these members until you turn on Marketing emails in the Contact details card of their profile. Receipts, booking confirmations and the other service emails are not marketing: they go out whichever way the switch is set.
Members who sign up in your member space, and the ones you bring in with the import, are not affected.
Troubleshooting
Minors: a block that appears on its own
Fill a date of birth that makes the person under eighteen and a Guardian block appears under More details: 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.
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.
When your plan stops you
The free plan and the Pro plan each include a set number of active members. 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. On the Members page, the line under the title shows how many are counted on your plan; select it to list those people. Going one member above the cap does not block the save. It starts a countdown instead: everything keeps working, and a banner at the top of the app gives the date until which you can 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.