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Members

How to add a new member (detailed)

Version 1 · Updated 22 Jun 2026

Walkthrough

1In the left menu, open Client, then click Add Client to start a new member.
2The Create New Client form opens. Fill in the required fields marked with * — Policy, Date Of Joining, Branch, First and Last name, and the phone number. Add optional details (Reference Number, Gender, Nationality and more) where you have them.
3Check your entries, then click Create to save. The new member appears in the Client list.
Walkthrough

A quick visual walkthrough — play it with narration, or step through it yourself.

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Summary

Create a full member profile in CAMS by filling in the new client form and saving it.

This is the fuller companion to the quick "How to add a member" guide, with more detail on each data field.

About 8 minutes · 6 steps.

Prerequisites

  • An admin login for CAMS with rights to add clients.
  • The member's details ready: policy, branch, full name, date of birth, gender and phone number.
  • The correct policy and branch names for this member, so you pick the right ones.

Step-by-step

  1. Sign in to CAMS Admin. If you are not sure how, see How to sign in and navigate CAMS Admin.
  2. In the left menu, click Client > Add Client. The Create New Client form opens.
  3. Fill in the required fields, which are marked with an asterisk (*). At minimum you need Policy, Date Of Joining, Branch Name, First Name, Last Name and the Country code with the phone number.

Figure 1: The Create New Client form showing Policy, Date Of Joining, Branch Name, First/Last Name, Date Of Birth, Gender and Country code fields (required fields marked with an asterisk)

  1. Add the optional details where you have them. These include Reference Number, Client Manager, Group Name, Middle Name, Date Of Birth, Age, Gender, Marital Status, Nationality, Father's Name, Spouse's Name and Number Of Dependents.
  2. Check your entries, then save the form. The new member appears in the Client list.
  3. Open the member from the Client list to add accounts and any other supporting details to the profile.

Common pitfalls & FAQ

  • Which fields do I really have to fill in? Only the ones marked with an asterisk (*). The rest are optional and you can add them later.
  • The form will not save. A required field is likely blank or wrong. Scroll up and check every field marked with an asterisk, including the Country code next to the phone number.
  • Do I pick the policy or the branch first? The order does not matter, but both Policy and Branch Name are required, so set both before you save.
  • Can I add savings or loan accounts on this form? No. First save the member, then open the profile from the Client list to add accounts.
  • Quick guide or this one? Use the quick "How to add a member" guide for a fast entry. Use this guide when you want to record full member details.

Also called: register a member, create a client, new member sign-up, member enrollment, add SACCO member.