Chapters
PART II · GYM ADMIN

Create a member

Readyapp v1.0.0screens captured 2026-08-20
The Members tab: search, status filter chips and the member list, with the Add Member button highlighted
The Members tab. Filter chips show live counts; the Add Member button sits bottom-right.

What you'll do

Create a member record with contact details and preferences. Selling their plan is a separate, second step from their profile — a new member starts with No plan.

You'll need: a staff account with the member-management permission, and the member in front of you (or their details).

Steps

  1. Open the Members tab. The chips along the top — All / Active / Expiring Soon / Expired / Frozen — filter the list, each with a live count.

  2. Tap Add Member.

  3. Add a photo: tap the photo circle, then take one with the camera or pick one from the gallery. The form reminds you: Fields marked * are required.

  4. Fill in PERSONAL — Full Name, Date of birth and Gender (Male / Female / Other / Prefer not to say) are required; National ID / passport and Occupation are optional.

  5. Tapping Date of birth opens a calendar — tap the pencil icon to type the date instead of scrolling years.

  6. Fill in CONTACT — Phone (pick the country code from the flag picker; the counter shows when the number is complete) and Email. Both required.

  7. In ADDRESS, enter the Street address (required); City and Country complete the picture.

  8. Fill in EMERGENCY CONTACT — Contact name and Phone are required, Relationship is optional.

  9. In PREFERENCES, pick How did they hear about us? (Walk-in, Referral, Instagram, Facebook, TikTok, Google, Flyer, Other) and enter a Referral code if a friend referred them — both friends earn the referral reward.

  10. Check the Marketing opt-ins: Email and SMS start on, WhatsApp offers starts off — it needs the member's explicit agreement.

  11. Add NOTES if useful — Internal notes (staff only) and Health notes for injuries, allergies or conditions.

  12. Tap Save.

The empty Add Member form showing the PERSONAL, CONTACT, ADDRESS and EMERGENCY CONTACT sections
The form before filling. Required fields are marked with *.
The Add Member form filled in: name, date of birth, gender, phone, email, address and emergency contact
All required fields filled — including the emergency contact.
The PREFERENCES section: referral source chips, referral code field and marketing opt-in toggles
Preferences and notes — then Save at the bottom.

What you should see

The member's profile opens: their name with a No plan badge, a zero wallet, their member QR code, and empty Access credentials ready for an NFC card or BLE phone.

A new member profile: No plan badge, wallet at zero, member QR code and empty access credentials
A brand-new member — no plan sold yet.

Sell them a plan

From the profile, tap Sell… and pick their membership plan — payment, start date and receipt happen there. The selling chapter covers it step by step.

If something goes wrong

  • Save does nothing — a required field (marked *) is still empty; scroll up to find it outlined in red. Emergency contact name and phone are the usual culprits.
  • Possible duplicate keeps appearing — the number belongs to a deleted member; restore that record instead of creating a twin.

Still stuck? Email hello@prismgym.com — include your gym name, the device, and a photo of what you see.