Families & Group Memberships

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How Family Memberships Work

• Each family or group has one Primary Member.
• The Primary Member:
  • Holds the paid membership
  • Is financially responsible for the plan
• Dependent Members:
  • Do not pay individually
  • Receive the same membership benefits as the Primary Member
  • Automatically sync with the Primary Member’s membership status and dates

If the Primary Member’s membership:

• Is canceled or terminated → all dependents lose benefits at the same time
• Is resumed or reassigned → dependents can regain benefits accordingly (you

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Creating a Family or Group

1. Go to the Users section.

2. Open the Families & Groups tab.

3. Click Create Family.

   

4. Enter a Family / Group Name and click Create.

At this stage, the family exists but has no members assigned yet.

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Assigning the Primary Member

1. Inside the family, click Add Member.

2. Search for and select the user who will be the Primary Member.

   

3. Add them to the family.

⚠️ The Primary Member must have a family/group membership plan assigned for dependents to receive benefits.

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Adding Dependent Members

1. Click Add Member again.

2. Select another user.

3. Click Assign Dependent.

   

Once assigned:

• The dependent immediately inherits the Primary Member’s membership benefits
• Their membership expiration date matches the Primary Member’s

You can repeat this process to add multiple dependents.

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Managing Family Members

From the Family view, admins can:

• View all members in the family

• Remove a member from the family

• Open a member’s profile

  

From an individual User Profile, members will see a Family tab showing:

• Family / group name

• Their role (Primary or Dependent)

• Total number of members

• A Detach from Family option (admin-only)

  

Removing a member from the family immediately removes their dependent benefits.

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Membership Sync Rules

• Dependents always follow the Primary Member’s membership status
• If the Primary Member:
  • Cancels or loses membership → dependents become non-members
  • Changes membership → dependent benefits update accordingly
• Dependent membership expiration dates always match the Primary Member’s expiration date

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When to Use Families & Groups

• Family memberships (parents + children)
• Couples or household memberships
• Group or team-based memberships
• Any plan where one person pays and others share access

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The Families & Group Memberships feature simplifies group-based billing and benefit management, ensuring everyone stays in sync with the Primary Member’s membership status.