In this guide, we'll walk through how to change existing memberships and passes to change them from being eligible to an entire family to individuals (and vice versa) by updating the offer settings and navigating to a family account to make those changes.
Who can use this feature?
Access to defining passes requires admin-level access to Punchpass.
Memberships and family accounts are a feature of Banyan and Redwood Punchpass plans.
Background
To activate the family accounts feature on your Punchpass plan, please visit Manage > Settings > Online Reservations.
Family accounts are any customer accounts with children added to them.
Individuals are one person. They can be customer accounts and children.
When activating the family account feature, any existing passes and memberships will automatically be designated as "family" passes and memberships.
1. Update the Offer Settings for Future Sales
In Manage > Passes, you're welcome to update your offers and adjust the pass assignment settings. You'll find details on making these changes in these guides:
Editing a Pass Offer
Editing a Membership Offer
Changing the pass sales settings only impacts future sales. Any passes and memberships already on customer accounts will need to be updated individually.
2. Access the Family Account
From the Customers section, select the family account with the memberships and passes you'd like to update.
3. Update Existing Memberships on Customer Accounts
If you'd like to change a membership from being eligible to everyone in a family to individuals, or the other way around. Here's how make those changes:
Changing an Existing Membership Assignment from a Family to an Individual
From the customer account, click on the membership to open the details page.
From membership details page, click the Change Who Can Use this Membership button.
To adjust the membership assignment from a family to an individual, select a person to assign the membership to.
The updated membership appears on the customer account.
Changing an Existing Membership Assignment from an Individual to a Family
If you created a membership that's eligible for assignment for individuals and would like to make it eligible for an entire family:
From the customer account, select the membership to open the details page.
On the membership details page, click the Change Who Can Use this Membership button.
To adjust the pass assignment from the individual to the family, selecting the family option and press Save.
The updated membership appears on the customer account.
4. Assign or Reassign any Passes
To change a pass from a family pass to individual passes or vice versa, the process you'll choose is dependent on your offer settings.
Changing an Existing Pass Assignment from a Family to an Individual
From the customer account, select the three-dot icon on the pass, and select the option to Edit Pass.
On the Edit page, you can change a pass assignment from a family to an individual by selecting one of the people on the account. Select the person and press Save.
Changing an Existing Pass Assignment from an Individual to a Family
If a pass is set to be eligible for individuals, it can be edited to become eligible for the entire family.
From the customer account, select the three-dot icon on the pass, and select the option to Edit Pass.
To change the pass assignment from a person on the account to the entire family, select the option to assign the pass to the family of the customer and press Save.
How Do I Transfer a Pass or Membership to Another Customer Account?