This video provides a step-by-step guide on how to associate a member. To complete this process, you must have a member with an agreement that permits associated members, as well as a prospect whom you will associate with the member holding the agreement. Once associated, the prospect will obtain membership status and may also have access to the same amenities as the responsible member, depending on the package the responsible member possesses.
Please Note:
- This procedure applies only to the membership location; members from other locations cannot be associated.
- Assigning a member as a responsible party pertains solely to membership status and does not extend to incidental purchases, such as buying a bottle of water through the Point of Sale (POS) system. Additionally, this designation does not automatically grant the sharing of any session credits.
What Is A Responsible Member?
A responsible member is the member that is paying for membership. The responsible member will show the agreement details stored under their account. An associated member is a member who has the same membership status as the responsible member but they are not billed. In order for additional member's to be associate to the responsible member, the sales package will have to allow associated members.
1. Access Client Profile: To add or manage the associated member's on a responsible member's account, go to; Members > Member Lookup > Select the Member > All Detail > Billing > Associated Members.
2. Associate Somebody with this Member: On the Associated Members page, you may search for the prospect you wish to associate with a member using the search function on the left side. Alternatively, you may select their name from the list on the right, which displays individuals sharing the same last name. Please note that in order to associate a prospect with this responsible member, the prospect must first be added to the system.
Frequently Asked Questions:
Q: Why does the Associated Members tab not permit me to add someone as a member?
A: Please verify that the member has purchased a sales package that permits the inclusion of associated members. For instance, the "Family Package" enables the setup of associated members for association.
Q: Is it possible to add an associated member from different locations or clubs?
A: No, it's not allowed to link members from different clubs. Basically, the associated member's account will reflect the responsible member's account, including the same active or inactive status, agreement, and sales page.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Member Management: General: Can access member options (req)
- Member Management: General: Can add associated members (req)
- Member Management: General: Can add associated members beyond max allowed (optional)