Sharing a Purchase Option with a family member

Purchase Options (i.e., memberships and session passes) can be shared between family members. When a session pass or membership is shared, each visit from an associated family member will count as a visit used against that Purchase Option. Only family members can share Purchase Options, and only staff members can configure a Purchase Option to be shared.

NoteYou cannot share a package with family members, but you can share the individual contents of a package.
NoteWhen creating or modifying a Purchase Option, you can set the Purchase Option to be shared among family members by default.

For information about booking a service on behalf of a family member, see Booking a service for a family member.

For information about transferring a Purchase Option to another client, see Transferring a Purchase Option.

In this article:

To share a Purchase Option from the shopping cart:

  1. Click the App Drawer button .
  2. In the App Drawer, click Store.
  3. Find the Purchase Option(s) that will be shared. If necessary, click the category names to filter the type of Purchase Options that are displayed.
  4. Under the Purchase Option that will be shared, click Add to cart.
  5. In the shopping cart, next to the Purchase Option, click the Options button .
  6. On the Options menu, click Share.
  7. In the Share with: box, begin typing the name of the family member with whom the Purchase Option should be shared, and then select the family member’s name from the list.
  8. Finish checking out as usual. For more information, see Making a sale.

To share a Purchase Option from the client profile:

  1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
  2. In the list of clients displayed, click the name of the client who owns the Purchase Option.
  3. On the side menu, click Account.
  4. On the Account menu, click Passes & Memberships.
  5. To the right of the session pass or membership you want to share, click the Options button  and select Share with family. This option is only displayed if the client has associated family members.
  6. Under Sharing with Family, select the checkbox for each family member with whom you want to share the Purchase Option.
  7. Click SAVE.
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