This article will demonstrate how to use Self-Service to manage the schedules and purchases of multiple linked client profiles.
Sharing Self-Service - Linking Client Profiles
The Self-Service Portal can be shared across linked clients. All clients who need to share the portal must be added individually and linked to the account holder's profile. The account holder is the client that set up their Self-Service user name and password.
Once the clients are added to the location, the profiles must be linked to the account holder's profile. Identify the relationship type and search for each client.
The Client's View - Self Service
The Filter button allows the user to select who is booking a session, rental, registration, or making a purchase.
Select the Filter button to view all linked clients and make a selection.
If the Filter is not selected prior to choosing the session, the user can change the participant using Book For after the session is selected.
The client will purchase the required package to complete the booking if needed.
***Trainer Note - The specific client booking into a session must have the correct package associated with their profile. Even if the account holder already has the correct package, the booking client will not be able to complete the registration unless they purchase the package.
Completing the purchase transaction also completes the booking. The user will be taken to their My Schedule tab. Each user linked to the account will have their own schedule tab.
Select the My Schedule Tab to view a specific client's booked sessions, or to cancel sessions if allowed.
Clients who share a portal can also book Rentals or Registrations under each client's profile.
Client accounts can be set up to allow the Account Holder to add their own family members. Select Self-Service Preferences.
In the User Profile section, check allow user to add relationships
The Client's View - Adding Relationships
Select the Profile Tab then select the Relationships Tab to view existing relationships or to add new ones.
Identify the relationship type, then add the client information.
The system will automatically search for the name of the client to prevent the addition of a duplicate. If the new person is not already in the database, select Add to complete the user profile.
Click Submit when done.
A confirmation message will be shown and the newly added and linked client profile will be able to use the self-service portal.
Packages purchased on Self-Service will remain linked to the specific client's profile and can be used online and in the facility.