MyTime Family Accounts

Modified on Thu, 17 Sep at 8:18 AM

Family Accounts allow multiple family members to be linked to a single main client profile. This enables staff and clients to book appointments or classes and purchase memberships or packages for dependents both in-store and online. Each family member’s individual records (such as history and forms) are securely stored under the primary client’s profile, making account management simple and consolidated.


Things to Know:

  • The ability to add and manage family members is controlled by the "Accessing Client Records" access control permission
  • For franchise businesses using Global Clients, Family Accounts setting must be enabled at the parent level.
  • By default, family members share the primary client's contact details and cannot have unique phone numbers or emails. Custom family fields can be created if you need to capture additional data.
  • All automated messages, reminders, and Communicator threads are sent directly to the primary client only.
  • All purchases made for a family member are charged to the primary client's account or payment method on file.


CONTENTS


How to Enable Family Accounts


  1. Navigate to Business Setup > Settings
  2. Scroll to the Clients section
  3. Toggle the "Enable Family Accounts?" setting to "Yes"
  4. Click Save at the bottom of the page


Where Family Members Appear in the System


Once enabled, family members can be created, selected, or edited across the platform:


In-store

Appointment Modal on the Schedule


POS Ticket


Client Profile


Mytime Scheduler App


Online

Booking Widget


Custom Guest App


For more information please contact support@mytime.com.


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