📝 Overview
The Family Settings let you customise how your business manages families, including whether you offer classes for children and dependents and whether a family account is required for all customers. You'll find them under Settings ➜ Customers.
In this guide we'll cover the two main family settings and how each option affects your customers' signup experience.
💡 Looking for the step-by-step on creating a family? See the guide here.
👨👩👧 Offering classes for children and dependents
This setting controls whether customers can add children or dependents to their account. The options below explain what happens when you select Yes or No.
Click the arrow to learn more about the children and dependents options
Click the arrow to learn more about the children and dependents options
✅ If you select 'Yes'
Customers will be prompted to create a family account during the signup flow. This option is ideal if your business offers children-only classes, or a mix of adult and children's classes. How it behaves depends on your family account setting:
Click the arrow to find out more
Click the arrow to find out more
Combined with 'Will all your customers need to create a family account? - Yes'
Customers will see the form to add a child in the second step of the signup flow when creating their account.
If you run classes for children or dependents only, parents or guardians will still need to create a profile and sign up in order to manage their dependents.
Combined with 'Will all your customers need to create a family account? - No'
Customers will be asked if they want to sign up a child or dependent. If they say yes, they'll be taken to the child signup form shown above.
❌ If you select 'No'
Customers will not be able to add children or dependents. There are two options here, depending on whether you allow Family Managers:
Click the arrow to find out more
Click the arrow to find out more
'Allow Family Managers to be added to the account?' left unticked
Customers will only be able to create an account for themselves.
'Allow Family Managers to be added to the account?' ticked
Customers will be able to add Family Managers to their account. This is ideal if you have customers who need to book classes on behalf of each other.
Customers will see the option to add other Family Managers in the My Account section of their profile.
🔒 Making a family account mandatory for all customers
This setting controls whether every customer is taken through the family signup flow. The options below explain what happens when you select Yes or No.
💡 This option is only available if you've selected 'Does your business offer classes for children and dependents? - Yes'.
Click the arrow to learn more about the mandatory family account options
Click the arrow to learn more about the mandatory family account options
✅ If you select 'Yes'
All customers will be taken to the family signup flow immediately after signing up.
❌ If you select 'No'
Customers will have the option to choose whether they want to add a child or dependent as they sign up. If they choose not to add a child at signup, they'll still be able to add one later.
