How do I add a contact to Thrive4?
There are times when you may need to manually create a new contact on your system, such as a new member or administrator. In this article you will learn how to manually add new contacts to your system
Note: In most cases, the majority of your members will be imported when you onboard with Thrive4, or will sign up through your shop and will not need to be added manually. If you're looking for help with this, please view our article on linking to your shop here.
Steps:
- Navigate to Contact management > Contacts
- Click on the 'Add Contact' button in the top-right
- Select the type of contact you are creating
- 'Contact' - a general user e.g. member, child, parent, or guardian
- 'Coach' - can access timetables, take attendance and manage participants
- 'Admin' - has full access to manage the organisation, including all settings, reports, and permissions
- 'Offline contact' - a contact without access to the Thrive4 member portal, whose details and payments are manually managed. More information on Offline Contacts here
- 'Other staff' - assign predefined roles to adjust access levels and responsibilities based on your needs. More information on roles here
- Enter the contact's details. These details can be updated later by the contact and any fields left blank will be completed by the contact when they sign in for the first time
- Under ‘Is this contact responsible for payments?’, select 'No' if the contact won’t be managing their own account or payments.
- If you select 'No', you’ll be prompted to enter the guardian’s details. The guardian's email will be used for communication and account access.
- Send invitation link – leave this on send an invitation email to the contact
- Click ‘Create’ to add the contact
Note: If the member already has an account, for example via another organisation, they will not appear in your contact list until an invitation is accepted or they complete a purchase through your shop.