Adding Memberships for Family Members on Client Profile

Modified on Thu, 26 Jun at 7:35 AM

You can add memberships for a client’s family members directly from the Memberships section on their profile. This article walks you through how to update the package owner.

Things to Know:

The ability to add memberships for family members through client profiles is managed by the "Accessing Memberships" access control permission.

On the membership configuration page:
- If "Individual Family Member" is selected, the membership can only be used by the specific family member(s) selected at the time of purchase.
- If "All Family Members" is selected, the membership can be used by all family members listed on the client's profile.
If the client profile contains only one family member, that family member will be automatically selected as the membership owner by default
Staff members have the option to process the payment immediately or add the membership without completing payment
On the client profile, the family member's name will appear in parentheses next to the membership for easy identification
In related reports, the family member’s name will be shown in the Family Member column to indicate ownership.

To add memberships for family members on client profiles

Go to the Clients tab
Search and select the client's profile
Once the client's profile opens, navigate to the membership section
Select the + icon or the Add Membership link
From the 'Add Membership' modal, select the desired location from the 'Purchase Location' dropdown, the membership from the 'Membership' dropdown, and the family member from the 'Membership Owner' dropdown
Save or proceed to take payment.

The membership will be stored on the client's profile and in the Membership report.

Client Profile

The name of the family member will be displayed in parentheses next to the name of the membership.

Membership Roster Report

Changing Associated Family Member on Existing Memberships