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Adding or removing members on a family membership

You can manage exactly who's included right from the back office. Add someone who should be covered, or remove a person who was added by mistake.

💡 Good to know: You can add people who are already part of the family to any membership the family belongs to. To add someone brand new, add them to the family first (see below).

Before you begin

  • You'll need permission to manage membership members.

  • Open the account for the family whose membership you want to update.

Open the family membership

  1. Go to the customer's Memberships tab.

  2. Find the family membership in the list.

  3. Open the row's ⋯ (three-dot) menu and choose Manage Family Members.

The membership page opens, showing everyone currently covered.

Add a member

  1. On the membership page, choose Add member.

  2. Select the family member you want to cover.

  3. Confirm.

The person is added to the membership right away.

Adding someone who isn't in the family yet

Only people who already belong to the family can be added to a membership. If the person isn't on the family record yet:

  1. On the family page, choose + Add a Member and add the person to the family.

  2. Return to the membership and add them using the steps above.

Remove a member

  1. On the membership page, find the member you want to remove.

  2. Choose Remove next to their name.

  3. Confirm.

Removing a member takes them off that membership but keeps them on the family record.

Membership limits

Family memberships can include up to a set number of members, defined by the membership's package. If a membership is already at its limit, staff can override the limit when needed.

FAQ

Can I add someone who isn't part of the family?

Yes, add them to the family first (+ Add a Member on the family page), then add them to the membership.

Where do I manage who's on a family membership?

From the customer's Memberships tab: open the family membership's three-dot menu and choose Manage Family Membership.

What happens to a member I remove?

They're removed from that membership but stay on the family record, so you can add them back or add them to another membership later.

What if the membership is already full?

Family memberships have a member limit set by the package. If it's full, staff can override the limit when needed.

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