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.
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.
If the member is not already part of a family, you will need to add them to an existing family or create a new family.
To add a member to an existing family, click the Family field and select an existing family account. If a Family you'd like to link to doesn't exist, skip to the next section.
Click the Family Role field, select an option, and then click Save Changes.
Create 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.
Next, you can assign a Family Membership here and Save Changes.
Update the Membership Plan
After adding an individual to a family, go to the Membership tab. If the member has an existing Individual Membership, it will need to be canceled.
Click the Individual Membership tab.
Select Cancel Membership, then complete the cancellation process.
Next, open the Family Membership tab and assign the appropriate family plan.
RELATED ARTICLES
The following articles cover each tab found in a member’s profile: