Support Center

Follow

How to Share a Membership

This lesson will show you how to share a membership between client(s) allowing a single contract to be sold, but multiple clients to be associated and use the membership

(See How to Sell a Membership Contract)

Clients

Clients

Click on the Clients link

Select a Client

Select a Client

1. Search for your client or create a New Client

2. Click on the first or last name of the client

Membership

Membership

1. Click on the Membership tab

2. Click on the Share link for the membership you wish to share with other clients

Share the Membership

Share the Membership

1. Use the check boxes to share the membership with a client that has a preset relationship with the membership owner (See How to set a Relationship Between Clients)

2. Search for other clients that do not have a relationship

3. Click Update to save the shared clients

Membership Shared With

Membership Shared With

When viewing the memberships page for the client that owns the membership you will see a "With _" link. This indicates that this membership is shared and the number displayed indicates how many clients share this particular membership.

Membership Shared By

Membership Shared By

When viewing the memberships page of the client that is sharing the membership, you will see a "By _" link. This indicates that this client is sharing a membership. The name shown here is the owner of this shared membership.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk