Create a Member

Create a member when you need a real client account or a pending test account for setup. Pending members are useful because you can assign memberships, book sessions, and test invoices before inviting anyone.

1. Open Users

Go to Users.

2. Click Create User

Click Create User.

3. Enter Member Details

Use real-looking member information so the account is easy to recognize in calendars, invoices, and screenshots.

Add:

• First and last name
• Email address
• Role set to member
• Optional trainer assignment
• Optional hidden documents that should be assigned immediately

4. Decide Whether to Send the Invite

For a test account, keep the member pending and do not send the invite yet.

For a real member, send the invite when you are ready for them to activate their account.

5. Open the Member Profile

After creating the member, open their profile to add payment methods, memberships, documents, and bookings.

Related guides:

• Use the Member Profile
• Add a Membership to a Member
• Book a Personal Training Session