Managing the Family & Friends Sharing List

All members of a customer’s Family & Friends list appear under Family in the customer's profile. A status of Invitation Pending means the customer is waiting for the member to accept the request to be added.

To add another member, click Add Family & Friends.

There is a More menu (3 vertical dots) for each member in the list. Different options will display, depending on the status and type of member or account:

1. Attach To Business: Add the list member to your business’s Customer list. Select Attach in the pop-up.

   

2. Resend Invitation: Resent the invitation for the member to join the customer’s share plan. Select Send in the pop-up.

   

3. Edit: Edit the list member’s sharing profile and switch settings.

4. Delete: Remove the list of a family members. Select Remove in the pop-up.