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Adding Members

Learn how to add new members to your club individually or in bulk.

Add Individual Member​

  1. Navigate to Members in the sidebar
  2. Click Add Member button
  3. Fill in the required information:
    • First name and last name
    • Email address
    • Phone number
    • Membership type
  4. Optional information:
    • Date of birth
    • Address
    • Emergency contact
    • Profile photo
  5. Click Save

Send Welcome Email​

After adding a member, you can:

  • Check "Send welcome email" to invite them to set up their account
  • The email includes a link to complete their profile
  • They can set their password and add additional details

Bulk Import​

For adding many members at once:

Step 1: Download Template​

  1. Go to Members > Import
  2. Click Download Template
  3. Open the CSV file in Excel or Google Sheets

Step 2: Fill In Data​

Required columns:

  • first_name
  • last_name
  • email
  • membership_type (must match your configured types)

Optional columns:

  • phone
  • date_of_birth
  • address
  • gender
  • emergency_contact_name
  • emergency_contact_phone

Step 3: Upload & Review​

  1. Save your file as CSV
  2. Go to Members > Import
  3. Upload your file
  4. Review the preview for errors
  5. Fix any issues highlighted
  6. Click Import

Common Import Issues​

ErrorSolution
Duplicate emailCheck if member already exists
Invalid membership typeUse exact type name from settings
Missing required fieldEnsure all required columns have data
Invalid date formatUse YYYY-MM-DD format

Member Self-Registration​

You can also enable self-registration:

  1. Go to Settings > Registration
  2. Enable Allow Online Registration
  3. Configure which fields are required
  4. Share your registration link
  5. Review and approve new registrations