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Assign Family Membership to an Individual
Assign Family Membership to an Individual

Change a Player's Membership Plan to Family

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

INTRODUCTION

  • Feature Summary: Change the membership to Family.

  • Use Cases: System users open the Family tab when they need to assign an individual to an existing family membership or create a new family.

PREREQUISITES

Each player must start with a membership plan. Click here to learn how to add a member.


SETUP REQUIREMENTS

Open a member profile (MEMBERS > SEARCH) and click the Family tab. (See below for more information about the tabs.)

To add a member to a family, click the Family field and select an existing family account.

Click the Family Role field, select an option, and then click Save Changes.

Creating a new family

If a family name search does not produce a result, system users can create a new family account. Click the green button to create a family.

A new form displays. Fill in the fields to create a family.

Updating the membership plan

After adding an individual to a family, click the Membership tab and update the member's plan.

Click the Individual Membership tab and then click the Cancel Membership button. Next, click the Family Membership tab and assign a family plan.

What’s next?

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