Family & Friends Sharing - Packages

Go to Settings → Things We Sell → Packages.

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

Click here to learn more about creating a new package.

Toggle Allow Package to be Shared with Family & Friends On (green).

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, then select Package.

Select a Package 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 Package.

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 Package.

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

To see sharing details, hover over the Sharing icon to see who purchased the package and who shares it.

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

1. Select the number under Starting Balance to view services included in the package, the total, and remaining visits.

   

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

   

   • The date the package was used

   • The service/class 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 package. You can also see if the business increased or decreased the balance.

   • The package expiration date, if there is one

   • The person who used the membership