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How to add a member in MatSync

Add a club-managed member in seconds: only a name is required, and they do not need the app. Assign a plan or invite them later.

Where to find it: Dashboard · Quick actions › Add member

Narrated walkthrough recorded in the MatSync demo club · 28 s

Step by step

  1. Open Quick actions › Add member

    Click Quick actions at the top of the sidebar and choose Add member. You can also use Add member on the Members page.

    MatSync Quick actions menu with Add member highlighted
  2. Enter their name

    First and last name are required. Photo, email, phone, gender, date of birth, join date and notes are optional.

    The Add Club-Managed Member form in MatSync
  3. Click Create member

    The member is added right away as a club-managed member and appears at the top of the Members list.

    New member at the top of the MatSync Members list
  4. Assign a plan or invite them

    From their profile you can assign a plan, record a payment, promote a belt or invite them to the app so they can book classes themselves.

    Member profile in MatSync with Assign plan, Record payment, Promote and Invite to app

Questions

What is a club-managed member?

A member profile your club manages without the member having a MatSync account. You can track their plans, payments, attendance and belts. When they join the app, they claim the same profile and keep their history.

Can I add children or family members?

Yes. Add each child as a member. When a parent joins the app, their children’s profiles can be linked to the parent’s account as a family.

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