What info do I need to set a member up?

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  • Updated 9 years ago
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If I want to add members do I need to add all their information or will they be able to add it themselves?
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Jack, Company Admin

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  • unsure

Posted 9 years ago

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Sarah, Admin

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Hi Jackie - all you need to have to set up a member is their first name, surname and email address - they can then go in to their own profile and update all the other fields and upload a photo :)

How this works is once you create their member record an email is sent automatically to the member with a link for them to follow to set up their own login details.

Probably best to pre-warn your members that with a new website they will be asked to do this!

However if you do have all their details on file already then you can import the records you have to the system, just click on import members!
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becky

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What sort of file will import?
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Sarah, Admin

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Files that will import are CSV files - if you set up your data in a simple Excel spreadsheet with headers such as forename, surname, email address etc then save in CSV format you can then import to the ClubBuzz system