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Klahaya Member Portal Docs

Add Family Wizard

Add Family on the Family Roster opens a two-step wizard that creates the family record, assigns its numbers, and optionally adds the first people.

Step 1 — family details

Section titled “Step 1 — family details”

  1. Click Add Family on Admin > Families.

  2. Enter the Family Name (for example the surname).

  3. Choose the Account Type for the current season.

  4. Pick a Member Number. The list shows the available numbers in the club’s pool that start with the account type’s prefix (for example M numbers for General, EF for Emeritus), lowest first, with the first one pre-selected. Choose No member number if the family shouldn’t get one yet.

  5. Note the Account ID: it reads Auto-assigned — next up: N and cannot be edited. The club’s internal account number is always the next free number.

  6. Click Create & Continue. A toast confirms Family created — Account ID N.

Account types without a member-number prefix (typically Waitlist and Neighbors) show [Type] accounts don’t get a member number and skip the picker. If the prefix has run out, the form says No available M numbers — add more in Settings → Membership; add numbers on the Membership settings page and reopen the wizard.

Step 2 — add people (optional)

Section titled “Step 2 — add people (optional)”

The dialog switches to Add people to the [Family] family. The form is the same Add Person form used on the family page — First Name, Last Name, Date of Birth, Type, Photo (optional) and, for adult member types, Email (optional). Each Add Person click adds one person and clears the form; the people added so far are listed above it.

  • Giving an adult an email sends them a login invite right away.
  • Every add in the wizard is free — no fee is charged even for member types the club prices.

Finish with Done (or Skip for now if you added nobody), or click Open family page to go straight to the new family’s detail view.