Integrate TeamUp with Kisi in two quick steps. How to add your customers in TeamUp to Kisi.
In this guide, we'll take a look at how to integrate your TeamUp account with Kisi.
Important. Please note that in order to integrate TeamUp with Kisi, you'll need to create a Kisi account first. Click here to contact Kisi for more information.
- Integration instructions
- Do I need to create rules for each Access Group?
- Do I need to add my TeamUp members to Kisi manually?
To sync your TeamUp and Kisi accounts, head to Settings >> Integrations, and follow the steps below:
Step 1. Connect Kisi to your TeamUp account.
To connect the accounts, click 'Get Started' below Kisi.
In the next step, you'll be prompted to enter your Kisi API key. For instructions on how to generate an API key, click here. Once you've entered the key, click 'Connect'.
You'll now see that Kisi shows as 'Integrated' on your TeamUp integrations page.
Step 2. Manage your Access Group settings.
In TeamUp, you can specify the membership and registration rules for each Access Group* based on your TeamUp data.
*Access Groups are created in Kisi, not TeamUp. If you haven't yet created groups in your Kisi account, please see this guide for step-by-step instructions.
If you've already got your groups created, these will be all listed up in your TeamUp account under 'Manage' in the Kisi 'Options' menu (as seen below). From this page, you can configure rules for each Group by clicking the 'Edit' button.
Within each Access Group's sync settings, you will be able to define membership and upcoming registration-based rules for that Access Group.
For example, let's say that in Kisi you've created an Access Group that allows users to access your facility from 6:00 am until 11:00 pm. Customers with an Unlimited Membership should be part of this Access Group, so in TeamUp, you'll need to edit the Access Group's settings to link the group to the Unlimited Membership.
Let's take a look at how to set up these rules:
- Authorize access based on Memberships. With this option, you'll be able to allow customers holding an active membership of one of the selected types to be synced to this Access Group.
❗️Membership must be active for access to be granted when using membership-based rules (e.g if a customer has a pack membership but it is fully used, it is no longer considered active and access will not be granted).
- Authorize access based on Registrations. Customers with any of the selected upcoming session registrations will be synced to this Access Group. Registration-based rules support all types of registrations: classes (including one-use plus), appointments and courses.
With registration-based access rules, you can decide the timeframe during which customers can be granted access based on the selected upcoming registrations. To do this, select the desired option under 'Access Duration', as seen below:
Additionally, you can opt to restrict or grant access for blocked memberships (if there is a failed or retry payment or a manual block), by selecting the 'Allow access with blocked memberships' option under 'Advanced Settings'.
Note: You don't need to set up membership and registration rules for each Access Group. You can select one or the other, or both.
It's important to note that if you have set up membership and registration rules for an Access Group, users will be synced based on their membership status OR based on whether they have a specific upcoming registration.
Once you've finished configuring the sync settings for the Access Group, click 'Save'. You can edit these settings at any time by clicking 'Edit' on the main page.
Once you've saved the changes, you'll see a summary of the rules you've created below the Access Group's name.
Do I need to create rules for staff Access Groups?
No. If you have any staff or non-customer groups in Kisi, these groups will be displayed in your TeamUp account, but you don't need to link them to any memberships or registrations (these rules only apply to your customers).
Do I need to add my TeamUp members to Kisi manually?
No. Customers will be automatically created as a user in Kisi, provided they have a membership or that they've registered for an event (a class, a course, or an appointment) that's linked to one of your Access Groups.
When a customer's user is created in Kisi, they will receive an invitation to manage their Kisi account via email.