GDPR- When adding a member

To add a new member into Coacha, navigate to People > Add a Member in the main navigation.

Then you can start entering your member’s information starting with their personal information and next of kin details.

Work your way through the tabs (Notes, Classes & Attendance etc.) and add the relevant information.

 

We should mention that some fields are required, meaning you won’t be able to save until they’ve been filled.

 

You can add members to classes and member groups from directly within a member profile.

 

You can also set specific, personalised reminders for a member:

 

 

There are GDPR consent options that need to be completed in order to hold your member’s information within Coacha. If you have verbal consent, you can update them yourself. The first 2 options need be selected in order for you to hold their information under GDPR.*

*Please note – these preferences can also be updated by the member themselves in the Member Portal, or initially on the member signup form.

When you’re finished, click ‘Add Member’ and you’ll be redirected to the Member List, where your new member will sit in amongst your other members.