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Accounts group related members under a single shared entity. Use household accounts to keep a family unit together, and company accounts to bill an employer or organization for its people. Memberships and bookings stay attached to individual contacts, but invoices, transactions, and acting permissions roll up to the account. Accounts live at Members > Accounts (/members/accounts).

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Overview

  • Group contacts into households (family units) or companies (employers, schools, sponsors).
  • Assign each member a role that controls who can book, check in, and buy for whom.
  • Roll every member’s invoices and transactions up to the account for consolidated billing and reporting.
  • Route company billing to a single billing email instead of each employee.
  • Add family members inline while creating a household, so a whole family lands in one step.

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Account types

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Household

A household represents a family or shared unit (parents and children, partners, roommates).
  • Roles: Owner, Adult, Dependent.
  • Acting on behalf of: Owners and Adults can book, check in, and manage memberships for any household member. Dependents can only act for themselves, and only Owners or Adults can book for a Dependent.
  • Naming: Households are named automatically after the owner’s surname, so you rarely type a name.
  • Typical use: A parent paying for their children’s classes, or partners sharing a single membership invoice.

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Company

A company represents a business, employer, or institution that sponsors its people’s memberships.
  • Roles: Admin, Employee.
  • Acting on behalf of: Admins can manage bookings and memberships for any employee on the account. Employees can only act for themselves.
  • Extra fields: Legal name, tax number, billing email, billing address.
  • Typical use: A corporate wellness benefit, a school paying for staff memberships, or an employer covering a fitness perk.
Staff with admin access can always act on behalf of any contact, regardless of account roles.

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Accessing accounts

  1. Navigate to Members in the main menu.
  2. Click Accounts.
  3. Use the tabs at the top to filter between All, Households, and Companies.
The list shows each account’s name, type, primary contact, billing email, and member count. Click a row to open the account. When you have no accounts yet, the page shows an empty state prompting you to create your first one.

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Creating an account

  1. From the Accounts page, click Add account.
  2. Choose the type with the Household / Company toggle. Type is set at creation and cannot be changed afterward.
  3. Fill in the details:
    • Name - required for companies. Hidden for households, which are named automatically after the owner’s surname (you can rename a household later by editing it).
    • Legal name, Tax number, Billing email, Billing address - companies only.
    • Primary contact - the owner (household) or admin (company). Pick an existing contact or quick-add a new one; this person becomes the first member.
  4. For a household, add any Family members inline. Each row captures a new person’s details and a role (for example, a Dependent child). They are created as contacts and attached to the household when you save.
  5. Click Save.
The primary contact is added automatically as the first member, with the role Owner (household) or Admin (company).

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The account detail page

Open an account to see four tabs: The header’s Add menu offers Add member, Add membership, and Add invoice. Edit changes the account details, and Delete removes the account (requires manage access).

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Managing members

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Add a member

  1. On the account, open the Add menu and choose Add member (or use the Add button on the account panel of a member’s profile).
  2. Enter the new person’s details. The fields follow your org’s settings and the chosen role (a Dependent, for example, does not need their own email).
  3. Pick a role. The options match the account type:
    • Household: Owner, Adult, Dependent
    • Company: Admin, Employee
  4. Click Save. The person is created as a contact and attached to the account.
A contact can belong to more than one account (for example, an adult in their own household who is also on a company account through their employer).

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Change a role or remove a member

  • Roles are shown per member on the Members tab.
  • Use the member row’s actions to Remove member. The primary contact cannot be removed while they hold that role. Removing a member detaches them from the account; their contact record, memberships, and history stay intact.

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Billing and consolidated invoicing

Accounts aggregate billing across all their members.
  • Invoices - The account detail page’s Invoices tab lists every invoice tied to any of its members. You can also raise an invoice against the account directly from the Add > Add invoice menu.
  • Transactions - Payments and refunds tied to account members appear on the Transactions tab.
  • Billing email - For companies, invoices and billing emails are sent to the account’s billing email, not the individual employee.
  • Memberships - Memberships stay attached to the individual contact who uses them. The account’s Memberships tab rolls them up so you can see every active membership the household or company is paying for.
If you delete an account, its members are detached but their contact records, memberships, and past invoices stay intact.

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Acting on behalf of another member

Account roles control who can book, check in, or buy for whom from the public app and front desk.
  • A household Owner or Adult can book a class for a Dependent in the same household.
  • A company Admin can book for any Employee on the account.
  • Dependents and Employees can only act for themselves.
Staff with admin access can always act on behalf of any contact, regardless of account roles.

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Worked examples

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Set up a padel family with shared billing

  1. Open the paying parent’s profile and use the account panel’s Add to create a Household (the parent is locked in as Owner).
  2. In the create dialog, add the partner as an Adult and each child as a Dependent in the inline family-members section.
  3. Assign each person their memberships or court packages.
  4. Every invoice now rolls up to the household for reporting and follow-up, and the parent can book courts for the children.

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Onboard a corporate gym client

  1. Create a Company account with the employer’s legal name, tax number, and billing email.
  2. Set the HR or office manager as the Primary contact (role: Admin).
  3. Use Add > Add member to add each covered employee with the role Employee.
  4. Sell memberships to each employee. Invoices are sent to the company billing email.

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Let a martial arts parent book for a minor

  1. On the child’s household, confirm the child’s role is Dependent and the parent’s is Owner or Adult.
  2. The parent can now book jiu-jitsu classes for the child from the portal or front desk; the child, as a Dependent, can only book for themselves.

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Tips & best practices

  • Create households from the owner’s member profile so the owner and naming are set for you.
  • Use Dependent for children without their own login - they do not need an email, and only Owners or Adults can book for them.
  • Set the company billing email to a monitored inbox (AP, office manager) so invoices are not missed.
  • Keep memberships on the individuals who use them; rely on the account tabs for the consolidated view rather than assigning one shared membership.
  • Prefer removing a member over deleting the account when someone leaves - their history is preserved either way, but removal is more precise.

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Troubleshooting

  • Member list - find and filter individual contacts
  • Member profile - a single contact’s accounts, memberships, and history
  • Memberships - plans assigned to individual contacts
  • Invoices - billing documents that can be grouped by account