How to set up family accounts.
Family accounts let a guardian book classes and buy plans for the people they look after. Packages always belong to each family member individually.
- Who it is for
- Front desk staff, owners and managers
- Plan
- Advance and Team
Link family members at the desk
- Open the parent or guardian in Customers (Members for gyms).
- In the More list, open Family.
- Choose Link as dependant or Link as guardian, and pick the Relationship.
- Search for the other person by name, email or phone and click Find.
- Leave Treat as a managed dependant on for a child. Turn it off when linking another adult.
- Click Link a family member.
Unlink
Click Unlink on the row. Every booking, package and attendance record is kept; only the permission is removed.
What your customers see
- On your member page, the guardian opens Family in their account to add a child (no email or phone needed for them), see their packages and Buy a package for them.
- When booking, the guardian picks who the booking is for. Reminders go to the guardian.
Common problems
- A managed dependant is not getting campaigns.
- Managed dependants are kept out of marketing on purpose. If the person is an adult, click Not a dependant on the row.
- Can a parent use their own pack for a child?
- No. Packages and class credits belong to each person. Buy a plan for the child, or use pack sharing.
Related guides
More in Memberships and packages, or start with the getting started guide. Still stuck? Contact us.