Sharing a Membership in EZFacility Classic

This guide will show you how to share a single membership between multiple clients.

Select Clients

Select a Client

Search for a current client or create a New Client.

Sharing a Membership

1. Click on Membership tab.

2. Click on Share for the appropriate membership.

Share the Membership

1. Use the check box to share the membership with a client that has a preset relationship with the membership owner.

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

3. Click Update to save the shared clients.

Viewing the Shared Membership

When viewing the memberships page for the client a "With #" link will indicate that this membership is shared with others. The number displayed indicates how many clients share this particular membership.

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