This guide will demonstrate how to share a membership. The share feature is used to add specific clients to a purchased membership contract. Contracts can be shared with related or non-related clients who are authorized to use the membership.
Sharing a Contract with Related Clients
Select Add Client to add a new client or select Clients already added by using Search.
***Trainer Tip - It is a time saver to add the family members as clients first. Next, add the contract holder. Adding the clients in this order will make the next steps quicker.
***Trainer Tip - If the Membership includes a package, creating the relationships will allow the package to automatically be shared with the contract is sold.
Once the contract holder has been added, create the client relationships.
Select Relationships from the contract holder's profile page. Relationships are located at the bottom of the profile.
Select the Relationship type and search for the related client. Select Add
Link all related clients who are authorized to use the membership.
***Additional relationships can be linked, but not authorized to use a membership plan.
Sharing the Membership with Related or Non-Related Clients
After the membership has been sold, select Share
If client relationships have been set up, the related clients will be visible here. If adding non-related clients, search for the client, select Save.
Add all desired clients, then select Save.
***One the changes are saved, all selected clients are sharing the single membership plan.
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