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Overview 1. Setup Your Organization 2. Configure Your Scheme 3. Add Members 4. Track Contributions 5. Process Claims 6. Monitor Performance
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Home/How it works
Step 3 of 6

Add members

Import your register or invite members directly, with dependents and beneficiaries. Here's what this step involves.

In this step

What you'll do

Import members

Upload your existing Excel or CSV register — Welfy maps the columns for you.

Create profiles

Each member gets a secure profile with their documents and enrollments.

Add dependents

Record covered dependents and named beneficiaries per member.

← Step 2: Configure your welfare scheme Step 4: Track contributions →
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