Add a client

1. Open Clients in the sidebar and stay on the Clients tab.
2. Select New client.
3. Fill in their details. First name, last name, email and phone are required.
4. Tick Send password if you want them to be able to sign in straight away.
5. Select Save.

Most clients create themselves by signing up on your website. Adding one by hand is for people who joined in person, or who you are moving over from whatever you used before.

What the client is sent

Saving emails them a PDF of your member terms, inside your welcome email if you have that message switched on. Send password also emails them a link to choose their own password. Without it they have no way to sign in until they reset their password from the sign-in page, or you choose Send password reset from the actions menu on their row.

Finding them afterwards

Saving takes you back to the clients list, which opens on active members only. Someone you have just added has no membership or pack yet, so they are not in it: pick the All chip, or search for their name (search looks through every client, whichever chip is selected).

Giving them a membership or a pack

Adding a client does not give them a membership or a pack. Open their page and use Add product — see Give a client a membership or a pack.