Connect people together to create team or family accounts. Benefits of Family / Team accounts:
Easily and quickly see all people who share a connection or relationship
Enable people to use a shared card
In this article
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1. Enable Family / Team accounts
Go to Tools > Profile > Settings
Scroll down and toggle on Family Teams
2. Create a Family / Team
Go to People
Click Family / Team
Click the yellow "+" in the top right hand corner
Enter required information
Make sure to toggle on the payment method if you want people to share a card/bank account
Notes:
"Family" allow the sharing of payment information
"Corporate Team" and other options do not allow the sharing of payment information
3. Add existing users to a family
Click on the Family / Team account
Click the yellow "+" under the "Edit Team" button
Choose a person to add to the team or create a new client right in the form
Choose their relationship to the main Family / Team
Choose their role
Team Manager:
Can add/remove team members
Has the ability to book other team members into classes
Their card on file can be used for all team members
Team Elevated Member:
Allows that person to use the card attached to the Team Manager's account.
Note: If the Team Elevated Member has a card on file, it will use that payment method
Team Member
Is part of the team, but cannot make purchases without their own card on file
You can make purchases for them in the Dash using the Team Manager's payment method
Click "Save"
4. Adding brand new users to a family
Click the "Add Team Member" button
Click "Create a New Client"
Enter their First and Last name
Email: the email will pre-populate with the owner of the Family
If this is a child who does not have an email, toggle off this option so it looks like this
Choose their relationship to the main Family / Team
Choose their role
Click "Save"
5. Creating a new user and new family at the same time
First, you'll create the new client: People > Client > "+" button on the top of the page
Refresh the page and go to People > Families / Teams > Create a New team per Step 2
Create new family members and add to team per Step 4
6. Buying a recurring membership on behalf of the Head of Team/Household
When you create the team, you need to toggle on the option to use the card for the rest of the team/family
Then go to a family member's account and buy the membership for
If the family member has a card on file, the system will use that. In this case, follow the steps for a shared membership
Once you buy the membership, it'll will appear on the user's profile and say "paid for by" the family member whose card was used. Additionally, it will continue to renew on that card
7. Other
Under the Family / Team members, you'll see all bookings they have made
On a client's profile, you'll see the name of the Family / Team account above their profile and then their relationship to it
Delete a Team Member by clicking the 3 dots next to their name
Delete a Team by clicking the 3 dots on the Team page