Manage Household Membership Sharing
Households are for families, couples, parents, dependents, and any account where one person may manage billing while another person uses the credits.
Use household sharing when staff need the app to answer three questions clearly:
- Who is the billing owner?
- Who owns the membership?
- Who is allowed to book with the membership credits?
1. Link the Household
Open the billing owner's member profile, then go to Admin -> Household.
From here staff can:
- Create a household from the billing owner record
- Add an existing member to the household
- Create a no-login dependent
- Mark a member as a dependent or household manager
- Remove non-billing-owner household members
The billing owner cannot be removed from the household in the current version. That protects the payer and audit history.
2. Add or Review the Membership
Open the billing owner's Membership tab and review the membership card.
The membership card shows household details such as:
- Paid by
- Owned by
- For
- Shared with household
- Owner only
- Selected household members
This keeps staff from guessing whether a child is using their own credits, a parent's credits, or a shared household membership.
3. Choose Who Can Use the Credits
Click the household Edit action on the membership card.
Choose one sharing mode:
- Only the membership owner: Credits stay with one person.
- Everyone in household: Any eligible household member can use the credits.
- Selected household members: Staff choose exactly who can use the credits.
Selected sharing is useful when a parent pays for multiple children but one membership should only apply to one child.
4. Understand Household Payers
For card payments, the app can charge a card from another account in the same household when that payer is allowed to manage billing.
The rule is strict:
- The payer and membership owner must be in the same household.
- The payer must be authorized to manage billing for that household member.
- The selected card belongs to the selected payer account.
- The invoice keeps the payer relationship so billing history remains explainable.
Cash and complimentary memberships do not need a household card payer, but the membership can still be shared for booking and credit use.
5. What Members See
When a member has access to shared household credits, booking screens can show a Booking for selector. The member chooses which household member should consume the credit before booking a PT session, class, or waitlist spot.
That matters because the credit audit trail should show the real participant, not just the payer.
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