Set up step by step
Check or add members
Now your members go into the system. Which route applies to you depends on who handled your onboarding.
Why only now?
Members are assigned to member groups, membership plans and contracts. That is why this step deliberately comes after Configure your club and Add your contract details -- otherwise there would be nothing to book a member onto.
If Omoplata handled your onboarding
Your members are already imported. Your job is to check them.
- Open the member list under Members.
- Check that all members came across. Compare the count with your old system.
- Open a few profiles at random and check the relevant data:
| Field | What to look for |
|---|---|
| Name and date of birth | Complete and spelled correctly. The date of birth decides the member group. |
| Email address | Present and current -- the invitation, app access and every notification hang off it. |
| Member group | Matches the age and the pricing model. |
| Membership plan and price | Matches what the member actually pays. |
| Payment method and IBAN | For SEPA direct debit: the IBAN is there and a mandate is recorded. |
| Join date | Important for the contract term and notice periods. |
| Dependents | For kids: the responsible payer is linked. |
- Add any missing members by hand -- see below.
Something bigger missing?
If the count is way off or whole groups are missing, get in touch with the Omoplata team before you start filling things in by hand.
If you are handling your onboarding yourself
Then you add your existing members now.
The available routes -- adding them one by one, inviting a member to register themselves, or signing the contract on the spot -- are described in full in Register a new member under Common tasks. Each route is covered there with its pros and cons.
For existing members who have been training with you for a while:
- Enter the correct join date, not today's date -- the contract term and notice period hang off it.
- Record the membership plan the member actually pays. If that is an old plan you no longer sell, create it as a non-bookable plan.
- Check that the IBAN and SEPA mandate are there. Without a mandate you cannot collect by direct debit later.
Next step
With your members in place, the money can start moving. Next up: Connect your bank account.