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How do I set up and manage Family Sharing in Arketa?

How do I set up and manage Family Sharing in Arketa?

Family Sharing in Arketa allows families to manage memberships, payments, and bookings across multiple accounts while maintaining individual profiles. This guide provides an overview of how to configure and manage Family Sharing effectively.

Overview of Family Sharing

Family Sharing enables linked family members to share memberships, credits, or payments. It does not share personal information or reservations between accounts. Users can customize sharing settings to suit their needs, such as enabling or disabling membership or payment sharing.

Setting Up Family Sharing

  1. Enable Family Sharing: - Navigate to Settings > Family Sharing in the admin dashboard. - Toggle on "Family Accounts" to connect family members.

  2. Add Family Members: - Client-side: Go to Profile > Family Sharing > Add New, enter the family member’s details, and save. - Admin-side: Go to Customers > Clients, open the primary account, and add the family member under Family Sharing.

Managing Memberships and Payments

  1. Prevent Membership Sharing: - Disable "Enable sharing of payment types" in Settings > Family Sharing. This ensures each child or family member has their own membership and credits are not pooled.

  2. Allow Payment Sharing Without Membership Sharing: - Enable "sharing of payment types" while keeping membership sharing disabled. This allows one payment method to cover multiple family members without sharing memberships.

  3. Purchase Separate Memberships for Children: - Parents can purchase individual memberships for each child by linking their profiles under Family Sharing.

Configuring Pricing Options

  1. Set Eligible Pricing Options: - Go to Settings > Family Sharing and add pricing options under the "Applies to" section. Ensure all relevant templates are included.

  2. Allow Credit Sharing for Specific Classes: - Create a dedicated pricing option (e.g., kids' class pack) and enable "Allow Guest Usage" in its Advanced Access Settings. This allows parents to use one pack for multiple children while keeping other memberships non-shareable.

Linking and Managing Family Members

  1. Manage Multiple Profiles: - Set up individual profiles for each family member under one household account. Parents can book classes for their children by selecting the appropriate profile at checkout.

  2. Resolve "Unpaid" Status for Linked Accounts: - Ensure the parent’s membership is linked to the child’s profile by adding the membership to Family Sharing and linking both accounts.

Disabling Family Sharing

  1. Disable for All Members: - Go to Settings > Clients > Family Sharing and toggle the feature off. This applies across platforms and requires admin access.

  2. Prevent Credit Sharing: - Turn off "Enable sharing of payment types" in Family Sharing settings. This stops linked family members from using each other’s credits.

FAQs

  • Can multiple children be managed under one account? Yes, set up a family account to manage multiple profiles under one household.

  • Is there a limit to the number of linked family members? No, there is no set limit. However, booking limits can be configured to manage usage.

  • How do I find Family Sharing settings? Use the app’s search bar to locate "Family Sharing" settings and adjust options as needed.

By following these steps, you can effectively manage Family Sharing in Arketa, ensuring a seamless experience for all family members.

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