Set up a family membership

Turn one of your membership plans into a family membership so a customer can put their family on it. (About 5 minutes. You need an existing membership plan and the membership permission.)

Before you begin

• The plan you want to offer to families already exists as a membership plan.
• Decide whether members should be grouped into types (e.g. Adult, Kid) with different rule sets or passes — or whether every family member should just get the plan's own rule set.

Steps

1. Open Memberships in the admin panel and select the plan you want to offer to families. The plan's edit screen opens.

2. Turn on Family membership. Its description reads "Let the customer share this membership with family members."

3. (Optional) Tick Limit the number of members and set Maximum total members. This number is the total people on the membership, counting the organizer — so a value of 4 means the organizer plus 3 family members. Allowed range is 2–50. Leave the box unticked for no limit.

   [!NOTE] "Maximum total members" includes the organizer. If a family of four should all be on the plan, set it to 4, not 3.

4. (Optional) Under Family member types, add a type for each kind of member you want to treat differently. For each type set:

   • a Type name (e.g. Adult, Kid);
   • an optional capacity (how many people can hold this type — leave blank for unlimited);
   • a Rule set — choose one, or leave it as Same as membership to use the plan's own rule set;
   • optional booking passes for people on this type.

   With no types defined, every family member simply gets the plan's own rule set and no per-person passes.

5. Choose who manages the roster with Let customers manage their own family members:

   • On (default) — the customer adds and removes their own family members from their account.
   • Off — only your staff manage the roster. The customer sees a read-only note instead; you can customise it (the default is "Contact the club to manage family members on this membership.").

6. Save the plan.

What happens next

The plan is now a family membership. At checkout the customer can add family members, and — if self-management is on — they can manage the roster from their membership page afterward. Everyone they add rides this one membership: no member is billed separately, and a freeze, cancellation, or renewal applies to the whole family.

Good to know

• Members are free. Family members never get their own invoice — there is one bill, the organizer's.
• Editing a plan that already has subscribers is limited. Once customers are on the plan you can't turn family off, lower the member limit below what's already in use, or change a type's rule set, passes, or capacity in ways that would strip something from people already on it. Raising the limit and adding new types are fine.
• Type passes use the billing-period cadence. Booking passes on a member type are granted for the membership's billing period; scheduled allocation cadences aren't available on types.

If something goes wrong

• You don't see the Family membership switch — it only appears on membership plans. Make sure the plan is a membership plan, not another product type.
• Save is blocked on the member limit — Maximum total members must be between 2 and 50, or untick Limit the number of members for no limit.
• A type won't save — give every type a Type name; a blank name is rejected.

Related

• Family member types, rule sets & passes — who gets which rule set and passes.
• Add family members to your membership — the customer's side.