Adding and Managing Members
Learn how to add new members, assign plans, and manage their profiles.
Add a new member
From the dashboard, click Members > Add Member. Enter their name, phone number, email, and date of birth. A profile photo can be captured directly from a webcam or uploaded, which is also used for face-recognition check-in if enabled.
Assign a membership plan
After creating the profile, select a plan from the dropdown. The system calculates the start and expiry date automatically and generates the first invoice.
You can apply a discount code or custom price override for walk-in negotiations — this is logged in the member's billing history for transparency.
Enroll biometric or QR check-in
Go to the member's profile > Attendance tab and choose an enrollment method: fingerprint (via a connected biometric device), face recognition (via the front-desk camera), or QR code (auto-generated and can be sent via WhatsApp).
Bulk import members
If you're migrating from spreadsheets, use Members > Import to upload a CSV file. Download the provided template to ensure your columns map correctly, then review the preview before confirming the import.
Managing renewals and freezes
Members nearing expiry appear in the Renewals widget on your dashboard. You can renew, upgrade, or freeze a membership (e.g. for travel or injury) from their profile — frozen days are automatically added back to the expiry date when unfrozen.