When to use it
Accounts let you treat a family or a corporate client as one customer without merging their people into one profile. Memberships and bookings stay attached to each individual contact, while the account page gathers its members’ memberships and charges, holds the invoices you issue to the account, and decides who may act for whom. Typical uses:- A family that pays together - a padel family where the parent is the account owner, the household page shows what everyone owes, and the parent books courts for the children.
- A corporate wellness client - an employer whose employees each hold their own membership, with the invoices you issue to the company sent to its billing email.
- A parent booking for a minor - a martial-arts school where a parent books jiu-jitsu classes for their child, who as a Child on the household can only book for themselves.
Account types
Household
A household represents a family or shared unit (parents and children, partners, roommates).- Roles: Owner, Adult, Child.
- Acting on behalf of: Owners and Adults can book, check in, and manage memberships for any household member. A Child can only act for themselves, and only Owners or Adults can book for a Child.
- 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.
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.
Accessing accounts
Accounts live at/members/accounts.
- Navigate to Members in the main menu.
- Open the three-dot overflow menu next to Add member and click Accounts. The entry is shown to staff who can read members.
- Use the tabs at the top to filter between All, Households, and Companies.
Creating an account
- From the Accounts page, click Add Account. You need members create access.
- Choose the type with the Household / Company toggle. Type is set at creation and cannot be changed afterward.
- 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.
- For a household, add any Family members inline with Add Family Member. Each row captures a new person’s details and a role (for example, Child). They are created as contacts and attached to the household when you save.
- Click Save.
The account detail page
Open an account to see four tabs:
The header’s Add menu offers Add member, Add Membership (opens the membership dialog for the primary contact), and Issue invoice. Edit changes the account details, including the primary contact. The Add menu and Edit need members update access, and Delete needs members delete access. Deleting asks you to confirm: member assignments are removed, and invoices stay but lose their link to the account.
Managing members
Add a member
- 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).
- Choose Existing contact to pick someone already on file, or New contact to enter a new person’s details. The fields follow your org’s settings and the chosen role (a Child, for example, does not need their own email).
- Pick a role. The options match the account type:
- Household: Owner, Adult, Child
- Company: Admin, Employee
- Click Save. A new person is created as a contact, and either way the contact is attached to the account.
Remove a member or change their role
- Roles are shown per member on the Members tab. The tab also offers an invite action for members without a portal login.
- 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.
- There is no action to change a member’s role. Remove the member and add them again with the new role.
Billing and consolidated invoicing
The account page brings together what its members owe.- Invoices - The account detail page’s Invoices tab lists the invoices issued to the account itself, from Add > Issue invoice. Invoices issued to an individual member stay on that member’s profile and do not appear here.
- Charges - What account members owe, with the payments and refunds against it, appears on the Charges tab.
- Billing email - For companies, when you send an invoice issued to the account, it goes to the account’s billing email instead of the primary contact’s email.
- 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.
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 Child in the same household.
- A company Admin can book for any Employee on the account.
- A Child or an Employee can only act for themselves.
Worked examples
Set up a padel family with shared billing
- Open the paying parent’s profile and use the account panel’s Add to create a Household (the parent is locked in as Owner).
- In the create dialog, add the partner as an Adult and each child as a Child in the inline family-members section.
- Assign each person their memberships or court packages.
- The household’s Memberships and Charges tabs now show the whole family in one place, and the parent can book courts for the children.
Onboard a corporate gym client
- Create a Company account with the employer’s legal name, tax number, and billing email.
- Set the HR or office manager as the Primary contact (role: Admin).
- Use Add > Add member to add each covered employee with the role Employee.
- Sell memberships to each employee. Invoices you issue to the account from Add > Issue invoice are sent to the company billing email.
Let a martial arts parent book for a minor
- On the child’s household, confirm the child’s role is Child and the parent’s is Owner or Adult.
- The parent can now book jiu-jitsu classes for the child from the portal or front desk; the child can only book for themselves.
Tips & best practices
- Create households from the owner’s member profile so the owner and naming are set for you.
- Use Child 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.
Troubleshooting
Related
- 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, which can be issued to an account