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Family & Team Accounts
Victoria C avatar
Written by Victoria C
Updated over 2 months ago

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
    โ€‹

  • 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

  1. First, you'll create the new client: People > Client > "+" button on the top of the page

  2. Refresh the page and go to People > Families / Teams > Create a New team per Step 2

  3. Create new family members and add to team per Step 4

6. Buying a recurring membership on behalf of the Head of Team/Household

  1. When you create the team, you need to toggle on the option to use the card for the rest of the team/family

  2. Then go to a family member's account and buy the membership for

    1. If the family member has a card on file, the system will use that. In this case, follow the steps for a shared membership

  3. 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

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