People & access10 minute tutorial

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.
1

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.

Open Members & families
2

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.

Tip: An email is optional, but self-service portal access later requires the exact email saved when the member is created.
3

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.

4

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.

5

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.

Watch out: Dojo Wizard does not supply legal waiver language. Have local counsel approve the text and signing process.

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

Reviewed July 27, 2026.