Family and Friends Sharing - Membership

Memberships can be shared with members of a customer’s Family & Friends list. Set up sharing when creating a new membership or editing an existing one, and then apply that sharing to selected members of a customer’s sharing list at checkout.

Related articles

• Family and Friends Sharing in Vagaro - Web Version
• Managing the Family and Friends Sharing list
• Family and Friends – Sharing Packages

Set up sharing in a Membership

1. Go to Settings > Things We Sell > Memberships.
   
2. Create a new membership or select Edit from the More menu.
   
   Click here to learn more about creating a new membership.
   
   
3. Set Allow Membership to be Shared with Family & Friends to On.
   
4. 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.
5. In Maximum Number of Family & Friends, set the maximum number of Family & Friends who can share the plan.
6. Select Save.

Allowing Membership Sharing at Checkout

After you’ve configured a membership to allow Family & Friends sharing (above), here’s how to set it up at Checkout:

1. On the Checkout screen, select a customer and then select Membership.
2. Select a Membership that has Family & Friends sharing enabled.
3. 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.
   
   
4. 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.
   
   Note: If the selected customer doesn’t have Family & Friends already set up, add members here.
5. Select Next to continue checking out the Membership.

Managing Shared Memberships from the Customer's Profile

You can view and edit details of a customer’s memberships and sharing from the Memberships tab on the Customer Profile page.

1. Go to Customers, select a customer, and then select the Memberships tab.
   
2. To see sharing details hover over the sharing icon to see who purchased the membership who shares it.
   
3. 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