In this guide, we’ll walk you through the process of adding a new member in RoomRuler. Whether you're onboarding a new player or updating your member database, our system makes it simple and efficient. For a visual walkthrough, please watch the training video below.
Training Video: How to Add a New Member
Step-by-Step Guide
- Log In: Start by logging in to your RoomRuler account using your credentials.
- Navigate to the Members Section: On the dashboard, click the “Members” icon or select the Members option from the menu to access the member management area.
- Open the New Member Form: Click the “Add New Member” button, usually located at the top-right corner of the Members page.
- Fill Out the Member Details: Enter all required information, such as:
- Name: Full name of the member
- Email: A valid email address
- Phone Number: (Optional) Contact number
- Membership Type: Select the appropriate membership plan or tier
- Additional Info: Any other details your organization requires (e.g., address, notes)
- Save the Member: Once all fields are completed, click the “Save” or “Add Member” button to create the new member record.
- Confirmation & Next Steps: A confirmation message should appear indicating that the new member was added successfully. You can now view the member’s details, send a welcome email, or assign additional services.
Troubleshooting Tips
- Ensure all required fields are correctly filled out.
- Verify that the email address provided is unique and valid.
- If you encounter errors, refer back to the training video or consult our support resources.
Need More Help?
For additional assistance, please watch the full training video above or contact our support team via the Contact Us page.