Set up a family membership

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

Before you begin

• The membership you want to offer to families exists in Memberships → Catalog. You can also set up family when you create a new membership.
• Decide whether members should be grouped into types (e.g. Adult, Kid) with different rule sets or passes — or whether every family member should get the membership's own rule set.
• Decide who adds family members: the customer, or only your staff.

Steps

1. Go to Memberships → Catalog and open the membership.

2. Click Edit. The membership form opens.

3. Scroll to Family membership and turn on the Family membership switch. Its description reads "Let the customer share this membership with family members."

4. 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 note instead. You can write your own under Note shown to customers (optional); the default is "Contact the club to manage family members on this membership."

5. Set the member limit with Maximum total members. This number is the total people on the membership, counting the organizer — so 4 means the organizer plus 3 family members. Allowed range is 2–50.

   • When customers manage their own family members, the limit is required.
   • When only staff manage the roster, the limit is optional: tick Limit the number of members to set one, or leave it unticked for no limit.

6. (Optional) Under Family member types, click Add family member type for each kind of member you want to treat differently. For each type set:

   • a Type name (e.g. Adult, Kid);
   • a Capacity — how many people can hold this type, from 1 to 50. It is required when customers manage their own family members. Otherwise tick Limit how many members can hold this type to set one, or leave it unticked for no limit;
   • a Rule set — choose one, or leave it as Same as membership to use the membership's own rule set;
   • optional Booking passes for people of this type.

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

7. Click Save Changes. For a new membership, click Create Membership.

What happens next

The membership 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. Staff can add family members from the membership's detail page. Everyone added 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.
• One membership per person. Someone who already holds their own membership at your club can't also be added as a family member.
• Editing a membership that already has subscribers is limited. You can't turn family off, and existing member types keep their rule set and capacity floor. You can still add new types, raise limits, rename types, edit booking passes, and edit the note.
• Type passes start right away. Family members get their type's booking passes as soon as they're added, then on each pass's schedule.

If something goes wrong

• You don't see the Family membership section — it only appears on memberships, not on other subscription products.
• "Set a maximum number of members — required when customers can manage their own family members." — enter Maximum total members, or turn off Let customers manage their own family members.
• "Set a capacity for every family member type — required when customers can manage their own family members." — give every type a Capacity.
• "Fix the maximum total members value, then click again." — Maximum total members must be between 2 and 50.
• A type won't save — give every type a Type name. A blank name is rejected, and two types can't share a name.

Related

• Family member types, rule sets & passes — who gets which rule set and passes.
• Creating and managing a family account — the family a customer attaches people from.
• Add family members to your membership — the customer's side.