Add a member manually
Web Mobile Owner · Admin · ManagerFor someone standing in front of you. If they’re remote and you can’t take a card, send a setup link instead.
Steps
Go to Members → Add Member
Enter their details
Required: first name, last name, email.
Worth capturing while they’re there: phone, date of birth (drives birthday messages), and emergency contact.
Set the source
Where they came from — walk-in, referral, social, website, event. This is how you learn which channels actually produce members, so don’t skip it.
Save
They’re created as a Lead.
Collect payment and activate
Open their record and click Convert to Member. Pick their plan, enter their card, and they become an active member.
What happens automatically
- They sync to your CRM as a contact
- Any required documents are assigned
- Your staff get a new-member notification
- If Member Onboarding is on, the AI begins its 30-day welcome sequence
Notes
- They can’t book or check in as a Lead. Convert them first.
- Adding an email already in Avex — say they used the app before joining — links the existing account rather than creating a duplicate.
- If you’re adding many people at once, use CSV import instead.
Related
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