membermeister

Use student notes to add additional data to a profile and keep track of achievements and store important documents.

Student notes

Archive students who have left, and bring back archived or inactive students.

How to archive and reactivate students

Give siblings one shared parent, and fix siblings that aren't linked because of a duplicate parent.

How to add a parent and link siblings

Use the student report and a spreadsheet to list the students enrolled in two particular classes.

How to find students who are enrolled in two specific classes

Check how many students are in a class against its capacity, even though reports can't currently show capacity.

How to compare class numbers with class capacity

Pro tip on how to visually highlight important tags

Coloured tags

A guide on our student and class reporting features, what they do, and how to use them.

Reporting features: Students and Classes

Add existing or new students to a class, for all lessons or just some.

How to enrol students into a class

A quick help video that shows how to use tags in membermeister

Using tags to manage students and members

Some additional ideas on when to tag both students and classes

Making the most of tags

Learn how to add a discount to a student and apply it during an invoice run

Configuring student discounts

You can easily transfer a contact to your phone's address book. Here's how.

Transferring contacts from membermeister to your phone

Stefan Richter

Nathan

Paul

Linking to parents, adding notes, assigning tags, reporting and more

Managing Students/Members

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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