How family accounts work
A customer account can have multiple family members linked to it. Each family member has their own:- Name and profile details
- Booking history
- Waiver completion status
- Membership and pass assignments
Add a family member as an admin
You can link family members to a customer account directly from the admin dashboard — useful when a parent calls in to book for a child, or when migrating existing records.1
Open the customer
Go to Clients, search for the primary account holder, and open their profile.
2
Add the family member
Select Add family member, then enter the new member’s name, date of birth, and any other required details.
3
Save
Select Add. The family member appears on the account immediately and can be selected when creating bookings.
Family members inherit the primary account holder’s email and phone number, so they don’t receive duplicate confirmation emails for shared bookings.
Booking for family members
When a family member makes a booking, they can select which family members are attending. Each selected member:- Counts toward the session’s capacity
- Has their own waiver completion tracked individually
- Can have per-person add-ons applied
Memberships and passes
Family members can hold their own memberships and activity passes independently. This means:- A parent can purchase a membership for each child separately
- Each family member’s membership discount applies only to their bookings
- Single-user-only passes are locked to the specific family member chosen at purchase
- The same membership cannot be purchased twice for the same family member
When purchasing a membership for specific family members, family members who already hold the same membership are disabled in the selection list and cannot be selected. This prevents duplicate purchases at checkout rather than blocking them only on submission.
At the point of sale
When processing a POS transaction, staff can link the sale to a customer account to:- See all family members and select who is attending
- Auto-apply membership discounts for eligible family members
- Redeem activity passes assigned to specific members
Related guides
Customer management
View and manage customer profiles and accounts.
Memberships
Set up recurring membership plans.
Activity passes
Sell prepaid session bundles.