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Combine Individuals Into a Family
Combine Individuals Into a Family

Create a Family and Add Members

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Create a new Family.

  • Use Cases: System users can help related individuals enjoy the club experience by creating a Family and assigning roles (e.g. primary or child).


SETUP REQUIREMENTS

The first step is to create a family with one member.

  1. Log in to the admin dashboard.

  2. Go to the side menu and click MEMBERS > SEARCH.

  3. Enter the player's name in the search bar.

  4. Click the Edit button.

On the player profile page, click the Family tab. Click the Family field and search for the family name. When no match displays, click the Add New Family button.

In the popup window:

  1. Leave the Family ID field blank (CourtReserve auto-generate this number).

  2. Select a Family Membership plan for this family.

  3. Set the payment frequency and start date.

  4. Click Save changes.

Back on the player profile page, click the Family Role field and select a role (usually Primary). Click Save Changes.

Adding a member

Next, add a player to the new Family.

  1. Go to the side menu and click MEMBERS > SEARCH.

  2. Enter the player's name in the search bar.

  3. Click the Edit button.

On the player profile page:

  1. Click the Family tab.

  2. Click the Family field and search for the family name.

  3. Select the matching family name.

The last step is to set the family role for the new member. Click the Family Role field and select an option. Click Save Changes.

CourtReserve adds the member to the Family. The table at the bottom of the page shows all members of this family.

FEATURE USAGE - ADMINS' PERSPECTIVE

System users can verify the new Family on the dashboard. Go to the side menu and click the FAMILIES tab. CourtReserve shows the new family in the table.

VIDEO TRAINING & RELATED WEBINARS

Watch this video and learn more about combining individuals to form a Family membership.

What's next?

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