Adding a member
To add one person, go to Members and press Add a member. A full name and their email is all it needs.
- Go to Members and press Add a member at the top of the list.
- Type their first and last name in Their name. "Smith, Ann" works too.
- Type their email, so they get reminders, receipts and their card. If they have no email, tick This member has no email.
- Put anyone else in their household under Others in their household, one per line. A first name alone takes their surname.
- If they have paid, tick They have paid. The amount and dates fill in from your renewal rule.
- Press Add member.
They are on your list straight away. With an email on file and the card box ticked, renuzy emails them their membership card and a link to their own page.
If something goes wrong
It says they may already be on the list
renuzy matches by email, by phone and by nicknames such as Bob for Robert. Open the person it shows you. If they really are someone new, press Add them anyway.
It will not add them without a last name
Every member needs a first and a last name, so two people called Ann are never mixed up. Type both.
They have no email
Tick This member has no email and add them anyway. renuzy cannot remind them or send their receipt or card. Record their payments yourself, and print their card from Print cards.
I cannot see the box that says they have paid
Only an owner or the treasurer records money. A membership volunteer adds the person, and the treasurer records the payment on their record later.
Good to know
- Adding someone costs nothing. Only members whose dues are covered count toward your renuzy plan.
- Owners, treasurers and membership volunteers can add members. A board member with read only access cannot.
- With the card box ticked, the new member gets one email with their card and their own page. Nothing else goes until a reminder is due.
- Adding a lot of people? Bring your whole list across instead.
Questions people ask
Can I add someone who has not paid yet?
Yes. Leave They have paid unticked. They show as not yet paid, and the data check lists them until a payment gives them a renewal date.
Can I change their details later?
Yes. Open them from Members and press Edit their details.
How do I add a whole family?
Add the person who pays, and put everyone else on their own line under Others in their household. One payment then covers them all.