TeleWellness Portal
  • Introduction
  • HELPFUL RESOURCES
    • Getting Started
    • FAQ
      • Appointments
      • Meal Plan
  • User Management
    • Roles and Permissions
    • Manage Coaches
      • Coach tab
        • Register a new coach
          • Assign Members
        • Edit an existing coach
      • Calendar tab
        • Appointment Types
        • Appointment Alerts
      • Note Templates tab
    • Manage Members
      • Create a new member
      • Edit member's information
      • Filter members
  • Using the TeleWellness Portal
    • Login and logout to the Portal
    • Navigating the TeleWellness Portal
      • Home
      • Dashboard
      • Admin Dashboard
      • Coach Dashboard
        • Progress Tab
          • Filtering the information
          • Checking the user’s streak progress
          • Checking the user's activities progress
          • Showing the food log history
          • Checking the user's recap questions
          • Checking the user's weight log history
          • Showing user’s program journey
          • Checking user’s water intake history
        • Meal Plan tab
        • Notes tab
        • Appointments tab
        • Lab Tests tab
        • Wellness Plans tab
      • Messages
      • Meal Plans
        • Manage Meal Plans
          • From Scratch
          • Smart Meal Plan
      • Scheduling
      • Wellness Plan
        • Manage Protocols
        • Manage Wellness Plan Templates
    • Note Templates
  • API Reference
    • Generate Authorization Token
    • Appointments
      • Appointment Types
      • Add Appointment Credits
    • Coaches
      • Coach List
      • Update a Coach
      • Create a Coach
      • Invite Coach
    • Members
      • Member List
      • Members List
      • Program List
      • Update member's program
      • Assign Coach to Member
    • Lab Test Reports
      • Lab Test Report List
      • Create a Lab Test Report
      • Update Lab Test Report
      • Delete a Lab Test Report
    • Wellness Plans
      • Create a Supplement Plan for Member
      • Update Member Supplement
      • List Member Supplement Plans
      • Delete Member Supplement Plan
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  1. User Management
  2. Manage Members

Create a new member

PreviousManage MembersNextEdit member's information

Last updated 3 years ago

Required role: Users must be designated a Coach to create new members.

To create a new member, click on the New Member button located at the top right side of the window:

Fill in the required information in a panel on the right:

Register the new member by filling in the following fields:

Where:

  • Name: The first and last name of the new Member.

  • Date of birth: Date of birth of the new Member.

    • This can be input manually or by choosing a date on the provided calendar.

Use the format MM/DD/YY.

Choose a month:

Choose a year:

Choose a day:

  • Phone Number: Add the Member’s phone number.

  • Recommended program: Select between the two recommended programs listed:

  • Create the new Member: Click on the Send button to send the Member the invite to download the app. In addition, the new member is created within the TeleWellness Portal.

Mark the checkbox to indicate the Coach has received the consent to send an invite to the Member. The Send button is disabled if the checkbox remains unchecked .