Add members and families
Create clean roster records, group relatives, enroll programs, and capture waiver evidence.
Available now
This workflow is available in the live web product. Follow the documented data controls and keep appropriate operational backups.
Before you start
- At least one program.
- Attorney-approved waiver text and a version label if recording a waiver.
Create a family account when useful
Family accounts group related member records for front-desk context. Create the household first, then select it while adding each child or family member.
A solo adult does not need a household. Shared family billing is still planned, so do not present household grouping as a billing feature.
Add the member record
Enter the member’s name and any contact details you are authorized to store. Choose the current lifecycle status: prospect, trial, active, frozen, or cancelled.
Use trial or active for people who need to check into class. Frozen and cancelled members cannot check in.
Enroll the member in each program
Open the member profile and use Program enrollment. Enrollment controls which program classes the member may attend and keeps rank progress independent.
End an enrollment when the member leaves that program. Historical attendance and rank records remain.
Record a starting rank
In Record a promotion, choose the program’s first rank and add a note when useful. Later promotions must follow the ladder in order.
If no promotion option appears, confirm the member has an active enrollment and the program has a rank ladder.
Capture waiver evidence
Paste the complete attorney-approved agreement, provide a version, identify the signer and relationship, and require the electronic-signature consent checkbox.
Dojo Wizard stores an immutable snapshot of the text, version, signer, relationship, method, and consent evidence for that signature.
Troubleshooting
If something looks wrong
Why is the member missing from a class roster?
Confirm the member is trial or active, actively enrolled in the class program, within the check-in window, and not already checked in.
Can I import a roster?
Self-service roster import is not available. Use the migration review workbook in “Prepare school data for migration review,” then contact onboarding@dojowizard.com. Support is confirmed only after source review, mapping, and sample validation. The separate Data imports workflow accepts only the standardized historical Billing History CSV after an approved scope.
Keep going
Prepare school data for migration review
10 min →
Invite a member or parent to the portal
5 min →
Run attendance and the QR kiosk
5 min →
Track progress and record promotions
6 min →
Reviewed July 27, 2026.