Managing the Family & Friends Sharing List

Once you’ve set up Family & Friends lists for your customers or have lists that the customers have set up for themselves, follow the steps below to manage the lists and members.

Related articles:

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.

Articles in this section

Comments