Adding a Member
Steps
- Go to Members in the sidebar
- Click Add Member (top right)
- Fill in the member details
- Click Save
Fields explained
Personal details
| Field | Required | Notes |
|---|---|---|
| Name | Yes | Full name of the member |
| Phone | Yes | Used for search and communication |
| No | Optional, used for sending invoices | |
| Date of Birth | No | Used for age calculation |
| Gender | No | Male / Female / Other |
| Join Date | Yes | Defaults to today |
| Reference No. | No | Your own internal member number if migrating from another system |
Body stats (optional)
You can record initial body stats when adding a member:
- Height, Weight, Body fat %, Muscle mass
These can also be added or updated later from the member's profile.
After saving
Once saved, you can immediately:
- Recharge their wallet with a package
- Create a sale linked to them
- Record a counter sale for them
tip
If you're migrating from another system and want to preserve existing wallet balances, use Set Opening Balance from the member's wallet tab after creating their profile.