Changing Associated Family Member on Existing Memberships

Family members linked to existing memberships can be switched to another family member. This article will provide step-by-step instructions on how to change the associated family member for an existing membership.

Things to Know:

• If a membership was purchased for Family Member A and a membership credit was used for an appointment for Family Member A:
  • Changing the membership owner to Family Member B will not impact historical data.
  • Reports will continue to show that the membership credit was used.
  • The appointment for Family Member A will still display the 'Available in Membership' label."

To change the associated family member for an existing membership:

1. Navigating to the Clients tab
2. Open the client's profile
3. Scroll down to the membership section
4. Expand the membership
5. Select the Edit Membership button                                                                                                                    
6. Select the dropdown menu next to Membership Owner 
7. Select the associated family member from the list and save                                                                            

Once saved, the membership can only be used by the new family member selected.

For more information, contact support@mytime.com.