The Family Account feature allows clients to add family members to an appointment or a client record for easier management of multiple individuals under one account.
Things to Know:
- Once enabled, this feature cannot be disabled.
- This feature is not available for pet or vehicle-based businesses.
- Family members can be added to consumer accounts through:
- The booking widget
- POS
- Appointment modal
- Directly from the client’s profile
- For franchise businesses using global clients, the Family Accounts feature can only be activated at the parent account level.
- Only the main client can book appointments online for family members; family members cannot book appointments for themselves.
- By default, you cannot add an email address or phone number for a family member. However, you can create custom family member fields to store this information if needed. Please note that all notifications will still be sent to the main client.
- Messages sent through the communicator are also delivered only to the main client—not to family members.
Contents
How to Enable Family Accounts
- Navigate to Business Setup > Settings
- Scroll to the bottom of the page Enable "Enable Family Accounts?"
- Click Save
Where Family Members Appear in the System
Once enabled, the option to add family members will appear in several areas:
- Appointment Modal on the Schedule
- Appointment Modal in POS
- Client Record
Related Articles:
- Adding Family Members Manually
- Merging Family Members
- Scheduling Appointment for Family Members
- Booking Appointments Online for Family Members
- Configure Memberships for Family Members
- Adding Memberships for Family Members on Client Profile
- Selling Memberships for Family Members in POS
- Purchasing Memberships for Family Members Online
- Changing Associated Family Member on Existing Memberships
- Configure Packages For Family Members
- Selling Packages for Family Members in POS
- Purchasing Packages for Family Members Online
- Changing Associated Family Member on Purchased Packages
- Deleting Family Members
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