Managing family plans just got simpler! With family accounts, admin users and their customers can effortlessly handle reservations and purchases for children—all within a single customer account. No more juggling multiple logins! It's convenience and efficiency, all in one place.
Let's dive in!
Who can use this feature?
Family accounts are supported with Banyan and Redwood Punchpass plans. This feature is automatically available to all eligible accounts.
Family Accounts Overview
With Family Accounts, your customers have the option to add their children to an existing customer account. Alternatively, you can assist them in setting this up by adding the children to a customer account on their behalf.
Turning the Family Accounts Feature ON or OFF
If you'd prefer to turn off the Family Accounts feature for your business, here's how:
From Manage > Settings > Online Reservations, scroll down to the Limitations section and adjust the setting for "Enable Family Accounts." Press Save.
How do my customers add children to their account?
After logging in, customers can add children to their account!
They'll need to click on the dropdown menu with their name (upper-right corner) and then select Children:
This takes them to the Children's section of their profile. Here, they can click Add Child to enter the appropriate information.
To add a child, they can add the child's first and last name, and enter their birthday. Press Add Child to save.
Need to add more children?
From the Children tab of their profile, they can add multiple children to their account by clicking Add Child again.
They can also edit or delete children on their account from here.
If you have the Waiver feature turned on, the parent will be prompted to sign the waiver for their child.
Here's what a customer account with a child added looks like:
They will also be prompted to sign the waiver in a message at the top of the schedule:
How can I add children to customers' accounts?
From the admin side, click on the Children tab from the customer's account and press Add Child.
Here, you can enter the child's name and birthday, then click Add Child.
From the Children tab, you can add more children, or edit/delete any added children:
Can I turn an existing customer account into a child account?
You may have been using separate accounts for children and would like to consolidate them under the parent account as a child. We can assist with that!
First, navigate to the customer account for the child. From the Info tab and click on the Actions dropdown to click Convert Customer to a Child:
Then, use the dropdown to select their parent:
Please review all of the important information about the information that will be copied over and what will not. Then, you can click to Convert:
After you convert, you will want to go back to the old customer account for the child and delete them (if there's no data you want to maintain) or archive them if you want the record:
Now, the child resides under the parent account:
How do passes and memberships work with children on accounts?
With family accounts, you can create memberships and passes that are eligible for the entire family (customer + any children on the customer account) or individuals.
These guides might be helpful:
If you want to price children's classes differently, you will want to ensure your pass and class eligibility is set correctly! The system will not choose an ineligible pass/membership for class attendance.
You can always adjust which pass was used during attendance if you want to only apply certain passes to certain family members, click here for the how-to!