For accounts with family members activated, you can determine whether the membership benefits can be used by all members of a family, including the primary client, or if each family member needs to have their own membership. In this article, we will guide you through the steps of configuring memberships for family members.
Things to know:
- Value credits are not applicable for memberships configured for individual family members.
- Memberships can be purchased online for family members
- The monthly recurring charges for family memberships will be billed to the primary client's credit card on file.
- On the membership configuration page:
- If "Individual Family Member" is selected - This means that the membership can only be used by the primary client or the family member chosen when the membership was purchased.
- If All Family Members is selected - This means that the membership can be used by the primary client AND all family members.
- When purchasing a membership for a family member, if the client profile contains only one family member, that member is automatically included by default. However, you have the option to either select the primary client from the member list or add a new family member.
Contents
Configure Membership for Individual Family Members
Log into your account:
- Navigate to Business Setup > Memberships tab
- Select the location where you want the membership to be sold in the location filter
- Click on the +Add New Membership link
- Enter the Membership name
- Enter all the membership details on the General Settings tab. Learn more here
- Select Individual Family Member for the Valid For option
- Add pricing, discounts, and item credits on the respective tabs
- Publish Membership
Once created, the membership can ONLY be used by the primary client OR family member selected when the membership was purchased.
Configure Membership for All Family Members
- Navigate to Business Setup > Memberships tab
- Select the location where you want the membership to be sold in the location filter
- Click on the +Add New Membership link
- Enter the Membership name
- Enter all the membership details on the General Settings tab. Learn more here
- Select All Family Members for the Valid For option
- Add pricing, discounts, value credits and item credits on the respective tabs
- Publish Membership
Once created, the membership can be used by the primary client AND all family members. The membership will not be tied to a specific owner.
For more information contact us at support@mytime.com.
Related Articles:
- Selling Memberships for Family Members in POS
- Adding Memberships for Family Members on Client Profile
- Changing Associated Family Member on Existing Memberships
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