Clients linked as through relationship profiles can share memberships or session passes. Each visit by a linked client counts toward the shared Purchase Option. Only staff members can enable sharing for a Purchase Option.
Once configured, sharing can be done manually or set to apply automatically upon purchase. Purchase Options can also be shared via the Elevate Staff App.
If a relationship profile is linked after the Purchase Option is sold, sharing must be done manually. This also applies if the Do not share membership by default Purchase option setting is enabled.
Key tips before you begin
You can’t share a package between clients, but you can share the individual content of a package.
If a membership or session pass shared with a family member is included in a package, it won’t be shared with the family member when the package renews. To continue allowing the membership or session pass to be shared with the family member, you must manually share it from the package owner’s client profile.
Drop-in sessions for classes can only be shared with a related client from the shopping cart at the time of purchase.
Purchase Options can’t be both shared and transferred. The last action overrides the previous selection. For example, if a Purchase Option has been shared between a family member, and you decide to transfer it to another client, the Purchase Option will no longer be shared and vice versa.
Desktop - Staff Back Office
Share a Purchase Option from the shopping cart
To share a Purchase Option from the shopping cart using the Staff Back Office, complete the following:
Click the App Drawer button
then click View All > Store.
Under Location, select the location you want to assign the sale to.
This option is only available if the Staff members must select a location at checkout store setting is turned on. If this option isn’t available, the sale will automatically be assigned to the location you’re currently signed in to.
In the SEARCH CLIENT box, type the client’s name, then select the client.
You must choose a client that is linked to another client as a family member.
Under Products and Services, search for and select the item you want to sell, and then click Add to cart.
In the shopping cart, next to the Purchase Option, click the Options button
and select Share.This option will only be available if the selected client is already linked to another client’s profile via a relationship.
Click the Share with box and select each family member that you want to share this Purchase Option with.
Continue with your purchase by following the steps in in Make a sale.
Share a Purchase Option from a client profile
To share a Purchase Option from a client profile using the Staff Back Office, complete the following:
On the Top Nav Bar, click the Search button
and enter the client’s information in the box. In the list of clients displayed, click the name of the client who owns the Purchase Option.
On the side menu, click Account > Passes & Memberships.
In the list, find the Purchase Option you want to share.
If the Purchase Option is included in a package, click the expand button
next to the package name to display the individual items in the package.
Under the Action column, click the Options button
and select Share with family.
Under AVAILABLE, click the name of each relationship profile you want to share the Purchase Option with.
To deselect a family member, under SELECTED, click the name of each family member that you don’t want to share the Purchase Option with.
Click SAVE.
Mobile - Elevate Staff App
Share a Purchase Option from the Elevate Staff App
To share a Purchase Option from the shopping cart using the Staff Back Office, complete the following:
Tap the Store tab.
Under Choose your location, select the location you want to assign the sale to.
This option is only available if the Staff members must select a location at checkout store setting is turned on. If this option isn’t available, the sale will automatically be assigned to the location you’re currently signed in to.
Under Select a client, type the client’s name, then select the client.
You must choose a client that is linked to another client as a family member.
Under Products and Services, search for and select the item you want to sell, and then tap Add to cart.
Tap the Shopping cart button
Under Cart Items, tap the Action button
next to the item and select Share.
Under Share [Purchase Option] with, select the family member the client would like to the Purchase Option with.
Tap Save.
Continue with your purchase by following the Elevate Staff App steps in in Make a sale.