Family & Friends Sharing - Membership

Go to Settings → Things We Sell → Memberships.

Create a new membership or select Edit from the More (3 vertical dots) menu.

Click here to learn more about creating a new membership.

Set Allow Membership to be Shared with Family & Friends to On.

Under Relationship, select the types of family and friends who can use the membership.

For a Child, enter the Age Range: 0-18 yrs or No Limit.

In Maximum Number of Family & Friends, set the maximum number of Family & Friends who can share the plan.

Select Save.

On the Checkout screen, select a customer and then select Membership.

Select a Membership that has Family & Friends sharing enabled.

Under Family & Friends Sharing, select members to add.

You can only add the selected relationship types and up to the maximum number of members allowed in the Membership.

Select Add Family & Friends to add new members to the list.

See this article for more on adding members to the customer’s Family & Friends list.

Select Next to continue checking out the Membership.

Go to Customers, select a customer, and then select the Memberships tab.

To see sharing details hover over the sharing icon to see who purchased the membership and who shares it.

View other details of the Membership using Starting and Current Balance links and the More menu:

1. Select the number under Starting Balance or View Details from the More menu to view products or services included in the membership.

2. Select the number under Current Balance or History from the More menu to view:

   

   • The date the membership was used

   • The service/class/product that was redeemed

   • The number of visits used

   • The action that was performed. For example, you can see if the customer redeemed or purchased the membership. You can also see if the business increased or decreased the balance.

   • The location where the membership was redeemed.

   • The person who used the membership