Create a new member
Last updated
Last updated
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 .