Set up and manage family accounts

In this article you will learn how to create a family account configuration, assign it to a rate, and manage the members of a family account from the administration.

Contents

• What family accounts are
• Prerequisites
• Create a family account configuration
• Assign the configuration to a rate
• Manage the members of a family account
• Billing

What family accounts are

A family account lets several members share one contract. You define a configuration with quotas for adult and minor members, assign it to a rate, and that rate can then only be signed as a group.

When the contract is signed, a family account is created with one Owner and a unique family code. The owner pays the base fee. Further members join the family account with that code through member self-service, or you add them manually from the administration.

Prerequisites

You need the following permissions, assigned to the relevant roles:

• Family accounts to create and manage configurations.
• Manage family accounts to manage members within a family account.

Create a family account configuration

1. Go to Settings / Member management / Partnership contract configuration.
2. Click Create family account configuration.
3. Enter a Name for the configuration.
4. Use Edit sharing settings to choose for which facilities the configuration applies.
5. Set the quotas:
   • Max. full age members for members aged 18 and over.
   • Max. under age members for members under 18.
6. Click Create.

The overview lists each configuration with its Allowed relationship types and the assigned facilities.

Assign the configuration to a rate

A configuration only takes effect once it is assigned to a rate.

1. Go to Settings / Membership management / Rates and open the rate.
2. Click Edit rate and expand Advanced settings.
3. Select your configuration in the Partnership contract configuration field.
4. Click Save.

The rate can then only be signed as a family account.

Manage the members of a family account

You manage a family account from the member profile of the owner. The family account shows the family code, the used and available member slots, and the list of members with the owner marked.

To add a member manually:

1. Open the member profile of the joining member.
2. In the Active memberships widget, open the three-dot menu and select Join family.
3. Enter the family code under Code.
4. Select the relationship under Relation: Child, Friend, Parent, Spouse, or Partner.
5. Click Save.

Billing

The owner pays the base fee for the family account. Add-on modules are billed at the level of the individual member who booked them, not on the owner.