This article will explain the difference between a primary and associated member.
Explaining the difference between a primary and associated member:
- The primary member is the client whom will purchase an agreement that will be shared between multiple members.
- The associated member is the client that is linked to the primary client and does not need a card or agreement on file.
For example: Natasha Ready is the primary member who purchases a family membership package. Kid Ready can then be associated to Natasha's account to utilize this new membership without signing and purchasing an agreement of her own.
NOTES:
- Sales packages need to be setup to allow associated members. If you want to know more about this, click here.
- A primary and responsible member can be confusing. A primary member is someone who has purchased an agreement to share while a responsible member places their card on file for other members to use. If you want more information on making a client a responsible member, click here.
- Association is only utilized to share membership packages. In order to share a Service or PT agreement, you will want to utilize session credit sharing. Session credit sharing does not require members to be associated. If you want more information on credit sharing click here.
Example of a Primary Member
To access this screen search and select a primary member.
On the Client Summary page, a note will be shown on whom they are responsible for. You can click on the associated member name to access their profile.
Example of an Associated Member
To access this screen search and select an associated member.
On the Client Summary page, a note will be shown on who the primary member is. You can click on the member name to access their profile.