Family Accounts can be used as a way for multiple clients to share the same financial account. This works by creating one "master account" that handles all payment information/purchases and then linking additional family members as separate clients.
Each member account still keeps their own individual member information separate, which includes:
Contact Info
Summary
Bookings
Training
Member Form
Notes
Uploads
For the "master account" of the Family, it has all of the above, but also includes:
Client Login
Package/Membership/Products
Transactions
Invoices
Messaging
Notifications
Billing Integrations
Note: The Member Login is only available for the master family account as it is shared across all family members. When they login, they can switch between members if needed.
How to set up a Family Member account:
Step One: Navigate to Clients > select the client you'd like to add family members to.
Step Two: Navigate to the Family Accounts tab > Select the "+" button
Once you've added a family member, that new client account will appear on the client listing, underneath the master family account.
You can select the family member account to manage or edit their account:
You can quickly switch between family members using the drop-down menu by the member's name:
Note: additional family account members do not count towards the active member count used for Billing.