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Knowledge Base |
Ability To Add Multiple Members Per Agreement
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This article will guide you on how to add associated members to a primary member during the agreement write up process.
*Please note that this is a functionality that may not be enabled by default in your club. Please contact ClubReady Support for more information or to turn this functionality on for your club.
Requirements - A Master Admin login or a staff type with the following permissions:
Explaining the difference between a responsible and associated member:
1. Selecting Client For Agreement Write Up
To access this screen, go to Main > Write Up New Agreement (or New Agreement depending on your menu style). Search and select the desired primary client.
To learn more about how to write up a new agreement, click here.
2. Associating Members To The Primary Client
During Step 2 of agreement write up, locate the option to Add Associated Members. Type in their First Name, Last Name, Gender, Phone, Email and Date Of Birth. Click the Add - Thanks! button to proceed with the agreement write up process. A new account will be created for the added associated members.
NOTES:
- It will only add the amount of associated members you allow on your sales packages settings.
- This option will not display during agreement write up if the sales package is set to allow 0 associated members.
- To learn more on how to adjust your sales package to allow associating members, 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.
*Please note that this is a functionality that may not be enabled by default in your club. Please contact ClubReady Support for more information or to turn this functionality on for your club.
Requirements - A Master Admin login or a staff type with the following permissions:
- Writing Up New Agreements - Can write up new agreements
Explaining the difference between a responsible and associated member:
- The responsible 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.
Adding Multiple Members Per Agreement
1. Selecting Client For Agreement Write Up
To access this screen, go to Main > Write Up New Agreement (or New Agreement depending on your menu style). Search and select the desired primary client.
To learn more about how to write up a new agreement, click here.
2. Associating Members To The Primary Client
During Step 2 of agreement write up, locate the option to Add Associated Members. Type in their First Name, Last Name, Gender, Phone, Email and Date Of Birth. Click the Add - Thanks! button to proceed with the agreement write up process. A new account will be created for the added associated members.
NOTES:
- It will only add the amount of associated members you allow on your sales packages settings.
- This option will not display during agreement write up if the sales package is set to allow 0 associated members.
- To learn more on how to adjust your sales package to allow associating members, click here.
Locating A Primary And Associated Member
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.
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