How to Set Up Family Accounts

Learn how to set up family accounts that allow parents or guardians to manage children's accounts, purchases, and subscriptions. Family accounts simplify account management for families with multiple members.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to manage customers (typically organization owners and admins have this permission)
• Both the guardian and child must exist in your roster

Steps

Step 1: Navigate to Customer Profile

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, click CRM in the left sidebar
3. Find the customer you want to set up as a family account:
   • Search by name or email
   • Browse the customer list
4. Click on the customer to open their profile

What happens next: You'll see the customer profile page.

Step 2: Find Family Accounts Section

1. On the customer profile page, scroll to find the Family Accounts section
2. The section shows:
   • Existing family relationships (if any)
   • Options to add guardians or children
   • Relationship details and permissions

Note: If you don't see this section, it may not be enabled for your organization.

Step 3: Add Guardian or Child

1. In the Family Accounts section, choose:

   • Add guardian: If this customer is a child and you're adding their parent/guardian
   • Add child: If this customer is a guardian and you're adding their child

2. Click Add guardian or Add child

3. A form or modal will open

What happens next: You'll see a form to enter relationship information.

Step 4: Enter Relationship Information

1. Select the related customer:

   • If adding guardian: Select the guardian from your roster
   • If adding child: Select the child from your roster
   • Or create a new customer if they don't exist yet

2. Enter relationship details:

   • Relationship type (parent, guardian, etc.)
   • Any additional relationship information
   • Contact information if needed

Note: Both customers must exist in your roster before creating the relationship.

Step 5: Set Permissions

1. Configure what the guardian can do on behalf of the child:

   • Manage purchases: Can purchase products/subscriptions for the child
   • Manage bookings: Can book appointments/classes for the child
   • View information: Can view child's account information
   • Other permissions: Additional permissions as available

2. Set approval requirements:

   • Which actions require approval
   • What the guardian can do independently
   • Any restrictions on guardian actions

Important: Permissions control what guardians can do when managing children's accounts.

Step 6: Save the Relationship

1. Review your settings:
   • Relationship is correct
   • Permissions are configured appropriately
   • Both customers are selected correctly
2. Click Save
   • The relationship will be created
   • You'll see it appear in the Family Accounts section
3. The relationship is now active

What happens next: The family account relationship will be set up and:

• Guardian can manage child's account
• Guardian can purchase subscriptions/packages for child
• Guardian can book appointments/classes for child
• Consolidated view of payment history across family members
• Permissions control what guardian can do

Managing Family Accounts

After setting up family accounts, you can:

1. Edit relationships: Modify permissions or relationship details
2. Remove relationships: Delete family account connections if needed
3. View family history: See payment and booking history across family members
4. Manage permissions: Update what guardians can do

Tips

• Set appropriate permissions based on your business needs
• Use family accounts for parents managing multiple children
• Configure approval requirements for sensitive actions
• Review family account relationships regularly
• Ensure both customers exist before creating relationships

Troubleshooting

Problem: I don't see the Family Accounts section Solution: Check that:

• Family accounts feature is enabled for your organization
• You're viewing the customer profile (not just the roster list)
• You have permission to manage family accounts

Solution: Make sure you've opened the customer profile. Contact your organization admin if Family Accounts section isn't available.

Problem: I can't add a guardian/child Solution: Check that:

• Both customers exist in your roster
• You have permission to manage family accounts
• The relationship wouldn't create a conflict

Solution: Verify both customers exist in your roster. Check permissions with your organization admin.

Problem: Permissions aren't working Solution: Check that:

• Permissions are saved correctly
• Guardian is logged into the correct account
• Permissions are configured appropriately

Solution: Verify permissions are saved and guardian is using the correct account. Review permission settings if needed.

Problem: I can't set up guardian permissions Solution: Check that:

• You're editing an existing guardian relationship
• You have permission to manage family accounts
• The relationship exists

Solution: Make sure the guardian relationship exists and you're editing it. Verify permissions with your organization admin.