Import Members loads people (and optional memberships) from an Excel template — useful when migrating from another system.

1. Go to Import Members (sidebar)

2. Download the template

3. Fill required columns and save the file

4. Upload and validate

5. Confirm the import (assign a default trainer for imported memberships if prompted)

6. Review results and open member profiles to fix any issues

• Fix validation errors before confirming

• After import, check a few profiles and assign or correct memberships if needed

• Large files may process in the background — wait for the completion email/status if shown