Adding a New Member

Overview

Adding a member creates their core record so you can then fill in their profile. The Add Member form captures identity basics — name, ID, photo, status, and enrollment. Detailed information such as demographics, contacts, benefits, and medical records is added afterward on the member's profile tabs.

Before You Begin

You must be logged in with permission to create members.
Only First Name and Last Name are required to create a member.

Steps

Step 1: Open the Add Member form

Select Care > Members.
Select Add Member. The form opens.

Add Member button on the Members page

Step 2: Enter the required name

Enter the member's First Name and Last Name. Middle Name is optional. These name fields are the only required information.

First and last name fields on the Add Member form

Step 3: Add optional details

Fill in any of the following as needed:

ID — your center's identifier for the member.
Image — a profile photo.
Status — Active (the default), Pending, Hold, or Inactive.
Preferred — Preferred Name, Prefix, and Suffix.
Enrollment — enrollment Start and End dates (and Start of Care, if your center uses it).
Allow Social — whether the member's Social Security number may be shown.
Groups — assign the member to one or more groups (if your center uses groups).

Optional fields including ID, photo, status, and enrollment

Step 4: Save the new member

Select Create. Seniorverse creates the record and opens the member's profile.

Saving the new member record

Step 5: Add more information on the profile tabs

From the profile, use the tabs to add demographics, contacts, benefits, health insurance, transportation, files, and care information.

Member profile ready for additional details

Tips

Start minimal. You only need first and last name; everything else can be added later.
Status defaults to Active. Change it to Pending or Hold if the member is not yet fully enrolled.
Date of birth and gender are not on this form. Add them later on the Demographics tab.
Double-check name spelling — names drive search, reports, and communications.

Troubleshooting

Problem	Solution
The Create button is disabled	First Name and Last Name are required. Fill both, and clear any field showing an error.
I cannot find the Add Member button	You may lack permission to create members, or you may not be on the Members page.
The new member is not in the list	If you set the status to Pending, Hold, or Inactive, switch to that Member Status filter, or search by name.