Docs
Sign In

Adding a member

A new member can land on your roster four different ways — some take zero effort from you, one takes a single dashboard click, and one is for whoever's standing in front of you right now. Here they are, in the order worth reaching for.

Which one should I use?

If more than one could work, here's a fast way to decide:

Growing your roster with the least effortShare your signup link
You have their email and they're ready for the appInvite by email
They're standing in front of you right nowAdd someone on the spot
They found your schedule and booked a class themselvesFree trial booking — nothing for you to do

This is the fastest way to grow your roster, and it costs you no time at all. Turn on Allow public signups once, in Academy Settings → Public signups & trials — it's on by default — and from then on, anyone with the link can join on their own.

Go to Payments, open the Plans tab, and click Share signup page. You get a QR code to print for the front desk and a link you can drop anywhere: trainos.site/glory-jiu-jitsu/signup.

www.trainos.site/dashboard/payments
Plans
3 active plans
Share signup page
trainos.site/glory-jiu-jitsu/signup
Copy
Payments → Plans. Share signup page hands you a QR code and a link, ready to print or send.

From there, the whole thing happens on their own phone:

Opens your link
Lands on a Join page for your academy — no login needed to look around
one of your active plans
Picks a plan
Nothing preselected
email, Apple, or Google
Signs in or creates an account
Their plan choice carries over
Pending
Stripe checkout
Pays on their phone
Card, Apple Pay, or Google Pay
Active
if you use one
Signs the waiver
One in-page step, right after paying
On file

Every step here happens on their own phone. You don't touch a thing.

If they stop before paying

They don't disappear. They sit on your roster as Pending until they finish or you activate them yourself — see Member statuses.

Share the link once, and that's the whole flow — no form for you to fill in, nothing to type.

Invite by email

When you already have someone's email and know they'll use the app, inviting them gets them going fast — and they start with the app already installed, ready to track their attendance, follow their progress, and plan their training week from day one.

1

Click Invite

On the Members page, click Invite. Owners and admins see this button.

2

Add their email and a role

Enter their Email address, choose a Role — Student, Instructor, or Admin — and click Send Invite.

3

They download the app

TrainOS emails them a link to download TrainOS. When they sign in with that exact email address, their invitation is waiting for them.

4

They accept

One tap and they're an active member — ready to start a subscription and sign your waiver right there in the app.

www.trainos.site/dashboard/members
Invite Member
We'll email this person instructions to download the TrainOS app and join your academy.
Email address[email protected]
RoleStudent
Members → Invite. An email address and a role are all it takes.
9:41
Join an Academy
Pending Invitations
Glory Jiu-Jitsu
Invited as Student
Accept
Where their invitation shows up, once they sign in with the invited email.

Everyone you've invited who hasn't joined yet lives on the Invites tab of the Members page, separate from your roster. Each one shows the role you picked, when you sent it, and when it expires.

If an invite needs attentionExpiry, resending, and the spam folder.
Expires7 days after you send it
Cancel itOpen the Invites tab and click Revoke Invitation next to their row
If the email doesn't arriveAsk them to check their spam or junk folder

Add someone on the spot

This is how you put someone on the roster the moment they show up — a walk-in, a kid, anyone without an email handy. Click Add Member, fill in their Full name, and save. They're on the roster and active right away, no waiting on anything from them.

www.trainos.site/dashboard/members
Add Member
Create a member record without needing an account yet.
Full nameTommy Silva
Phone(555) 123-4567
Date of birthmm/dd/yyyy
RoleStudent
Members → Add Member. Full name gets them on the roster — fill in the rest while you have them here.

Fill in what else you have while they're standing there — it pays off later. An email means you can actually reach them. A date of birth turns on TrainOS's youth protections, birthday emails, and other age-based features for that member automatically. If your academy uses rank systems, you can also check Assign a rank now and set their belt on the spot, or leave it for later from the roster.

TrainOS creates a real member the instant you save: a spot on the roster, room to hold a subscription, all before they've ever touched a phone. It also generates an 8-digit claim code for you to hand over — the app's join screen calls it a Member Code.

Member Added
Share this claim code with them

30481922

Whenever they're ready
On the app's Join an Academy screen

30481922

Claim Account

Left: what you see right after saving. Right: what they see, whenever they finally open the app and enter it as their Member Code.

The moment they claim it, everything follows them — attendance, payments, and rank, all instantly theirs, nothing retyped. See Members & profiles for where to find a claim code again if you need to hand it over a second time.

Free trial booking

Sometimes you don't do anything at all. A visitor finds your public schedule, books a free trial themselves, and signs your waiver on the way — no staff involved. They land on your roster automatically as Pending, already registered for the class they picked.

See the full trial flow

This page keeps it brief on purpose. For turning trials on, what a visitor sees, and how to close the deal after their first class, see Free trial signups. For exactly what a Pending member can and can't do until you activate them, see Member statuses.

See also

  • Members & profiles — the full roster, member profiles, and removing someone for good
  • Member statuses — what Active, Pending, and Inactive mean, and how a member moves between them
  • Free trial signups — how a visitor books a trial and lands on your roster
  • Membership plans — the plans a member picks from your signup page or subscribes to after joining
  • Waivers — the waiver a member signs during signup, an invite, or a trial booking