Add a member

Overview

This article guides you through the process of adding a Member.
The article is divided into the following eight topics:

Prerequisites
   Role
   Scope
Use case
Navigation
   Branch level
Add a member's profile
   Add a member's photo

 

Prerequisites

Role

Your Role must have the Manage member Permission.

 

Scope

You must have a Role within the Branch you wish to add a Member.

 

For more information on Roles, click here.
For more information on Permissions, click here.

 

Use case

Members are added to Clubware to:

• Track Membership start and end dates

• Track Membership Payments

• Provide Members with Access levels to provide gym entry

• Record Members Arrivals

 

Navigation

Members are added at Branch level:

 

Branch level

To add a Member:
Navigate to Branch level (dark coloured menu)
Select a Branch (optional)

Click on Members

 

Add a member's profile

To add a new Member:

		Click Add new member
		Enter First name (required)
		Enter Last name (required)
		Enter Date of birth (required)   Either enter the date manually or use the calendar icon to select a date via the calendar:
		Select Gender (required)
		Enter Email (optional) Note: This email is used for Online Member Website and Mobile app registration. Please ensure the Member provides a valid email address should they want to Book Class sessions via the Online Member Website or Mobile app
		Select Country (required) Note: The selected Country sets the required phone number format and country code for the phone number.
		Enter Phone number (required) Note: The Phone number's required format varies depending on the Country selected above New Zealand: Number must begin with zero Australia: Number must begin with zero India: Number must be 10 digits long Singapore: Number must be 8 digits long.
		Enter Home Address (required) Select the Country This determines the address format: New Zealand (required fields) Address 1 Suburb City Postcode Australia (required fields) Address 1 Suburb State Postcode India (required fields) Address 1 Locality City PIN Code Singapore (required fields) Address 1 Town Postcode
		Enter Emergency contact name (optional)
		Select Emergency contact country (required if a phone number is entered) Note: The selected Country sets the required phone number format and country code for the phone number.
		Enter Emergency contact phone number (optional) Note: The Phone number's required format varies depending on the Country selected above New Zealand: Number must begin with zero Australia: Number must begin with zero India: Number must be 10 digits long Singapore: Number must be 8 digits long.
		Click Add
		The member is now added as a Prospect Note: To convert a Prospect into an Active Member, you must add a Membership

 

Add a member's photo

Once a Member is created, a photo can (optionally) be added:

		Select the Member from the Member list
		Click on the edit icon next to the photo frame (below the Member's name)
		Upload a photo Note: The photo image must be jpg, jpeg, png or gif format, and not exceed 10MB in size. Images are automatically resized to fit the photo frame There are three ways to do this: Drag and drop the image from your computer to the space provided Click Browse or My Device to select an image from your computer Click Camera to take a photo using your computer camera Click Allow (if prompted) to enable Clubware to connect with your camera Click the camera button to capture your photo
		Preview the image If you do not wish to use the image, click Cancel then take/select a new photo Note: The preview may appear to crop the top and bottom from your image, however, this is not the case when it is displayed in the Member profile
		Click Save
		The Member's photo is uploaded