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Add and Import New Member
Add and Import New Member
Updated over 2 months ago

If you navigate to Members and Active Members in the side menu, you'll see two buttons at the top right that allow you to add a new member or import new members to your club.


New Member

Add new member

  1. Create a New Member: Start by selecting the member type if applicable. Read more about member types here.

  2. Other Fields: Fill out the required information, such as name, contact information, address, and date of birth.

    ⚠️ Note: These fields are for the member's information only. Enter guardian contact details in the designated fields further down.

  3. Guardians: If the member has guardians, click + Add additional guardian to fill in the necessary details. You can add multiple guardians by clicking the button again.

  4. Payment Contact: This is the individual responsible for paying membership and other fees. It can be the member, a guardian, or another person. You can assign the payment contact to any member or guardian with a phone number or email address, or set a custom contact with a name and email.

    Read more about custom payment contact here.

  5. Group Name: Add the member to one or more groups by clicking + Add to group. This action will open additional options:

    • Group Member: The member receives messages and event invitations.

    • Group Administrator: The member has administrative rights for the group but won't receive messages or event invitations.

    • Group Administrator and Member: The member has both administrative rights and will receive messages and event invitations. If there are subgroups, you can choose to add the member to specific ones.

      If the group has subgroups, you can choose to add the member to one or more subgroups.

  6. Click Save.

  7. Add to Multiple Groups: If the member is to join multiple groups, repeat the steps above.

  8. Review: Double-check all fields to ensure accuracy before finalising.

  9. Click Save.


Importing Members

You can import members using our Excel template. You can download it by clicking the “Download Excel Template” button. Once you open the template, you will see that it has two tabs, one of which is called “Validation Rules.” Here, you will find the parameters you can enter, such as membership type, group, gender, etc. The information entered in these fields must match what is listed in the validation rules tab.

Once you have finished filling out the template in Excel, save it and upload it by clicking the “Upload Completed Membership List (Excel)” button.

💡Tip

  • The template must be opened in Microsoft Excel, and you cannot move or add columns.

  • It’s important to download the template again each time you want to import members.

  • If you plan to create groups, group roles, and custom membership fields, this should be done before downloading the Excel template, as they will be included in the validation rules.

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