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Online multi-person member profiles 👪
Online multi-person member profiles 👪

Member portal management of multi-person memberships

Owen Chapman avatar
Written by Owen Chapman
Updated over a week ago

Clubmate makes it possible for a member to set up and manage additional member profiles from within their own member portal access (all under one email address). 

Each profile will have it's own member record created within Clubmate however it can only be accessed online via the main account holders member portal access. 

The original idea behind this feature was to provide parents with the ability to create their Childs profile and then purchase a membership on their behalf, however it could just as easily work for any member that wants to act on behalf of someone that doesn’t have an email address or doesn't want to go online themselves eg, Husband & Wife, Grandfather & Granddaughter or just a friend helping out a neighbour without an email address.

With this functionality, it is possible for a member to create an additional new member profile and manage their details in exactly the same way they manage their own details. They will be able to add personal details, upload a photo, purchase a membership, make a payment (using a different card to their own if they want) and make a booking. All from within their own profile. 

NOTE

  • The additional member is created as a separate record within Clubmate but is linked to the main account holder by their email address.

  • All communications for the additional member will be sent to the main account holders email address.

  • There is no limit to the number of additional members that a member can add and manage. 

  • Multi-person membership plans will still need to be linked offline within Clubmate

How does it work for members?

When a member logs-in to their own profile, they will see an option to 'Click to edit your profile'. They need to click this to navigate to the 'Add a member' button.

To create an additional member profile (for a child, relative or friend) they then need to click on 'Add another member/child'.

They will then be prompted to add the additional members name before confirming that they are aware that this member will be managed under the same email address.

After clicking register, they will be taken straight to the new members profile and will then be able to add the personal details of the new member, add a photo, purchase a membership or make a booking on their behalf.

If they are creating a member profile for a joint membership, then they do not need to go any further. The profile can only be linked to a membership plan by an admin user.

Once the details have been added and relevant actions taken eg, purchase a membership, the main account holder can either add another member, switch back to their profile or sign out.

NOTE:  Should the 'additional member' decide to take ownership of their account (eg, a child becomes old enough to manage their own details), you will need to update their email address manually within Clubmate first.

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