YakMembers Docs

How to add a person in YakMembers

Everyone your club deals with, from members to volunteers and parents, starts as a person record. Add someone once and the same record carries their memberships, event registrations, invoices and history.

Before you start

  • An administrator role in YakMembers, with two-factor authentication turned on

Preview voice Narrated with a local preview voice; the final recording replaces it.

Transcript

Give a new rower a record in YakMembers, ready for a membership and event sign-ups.

On People, select Add person. The page moves down to the Add a person form.

Enter the display name the club will use, and the preferred name for greetings. Legal names are optional.

Select Add person. A confirmation appears, and Jordan Ellis joins the top of the list, marked Active. Open the record any time to see their memberships and activity.

Steps

  1. Open the form ▶ 0:07

    In People, select Add person.

    Add a person form at the bottom of the People page

  2. Enter the names ▶ 0:13

    Enter a Display name and, optionally, a Preferred name, Legal first name and Legal last name.

    Add a person form with Jordan Ellis entered

  3. Save the person ▶ 0:20

    Select Add person under the form. Person added. appears and the new record is listed as Active.

    People list with Jordan Ellis added as Active
ResultThe person appears at the top of People, and their record opens with Profile, Membership and Activity.

Next steps

Updated 2026-11-02