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HelpParticipants and familiesHow to add a participant and guardian
Participants and families

How to add a participant and guardian

Best practice for adding a new participant together with guardian and emergency contact details.

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For whom

Admin or front desk staff adding new people to the club.

Number of steps

3 steps

Steps

1

Create the participant profile

Add the core personal data, group, status, and all information needed for day-to-day club operations.

2

Attach the guardian

Link the participant to one or more guardians. Mark who is the emergency contact and who is allowed to pick up the child.

3

Verify the communication channels

Make sure phone numbers and emails are correct, because notifications, documents, and payment reminders depend on them.

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Extend this into operations and communication

Clean participant and family data works best when tied to day-to-day operations and communication with parents.

Module documentation

See the full scope of participants, families, documents, and the parent portal.

Operational playbooks

Content about cleaning up processes and team operations inside the club.

Discuss your club case

If you have a complex family or migration model, it is worth reviewing it together.

Related materials

Most frequently read together with this material.

3 stepsGuide

How the family model works

How to manage multiple child profiles under one guardian without duplicating data.

Kids clubs, martial arts schools, and academies working with family accounts.

Open guide
3 stepsGuide

Documents and online consents

How to prepare club documents and collect approvals without running a manual paper workflow.

Clubs that want a cleaner document, consent, and parent approval flow.

Open guide
3 stepsGuide

How the parent portal works

What the parent sees, which tasks they can handle on their own, and how to configure it in your club.

Clubs working with families, children, and guardians.

Open guide
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