> ## Documentation Index
> Fetch the complete documentation index at: https://docs.1club.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Accounts

> Group members into households or companies for shared billing, cross-member bookings, and consolidated reporting.

Accounts let you 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 members. Memberships and bookings stay attached to individual contacts, but invoices, transactions, and acting permissions roll up to the account.

## Account types

### 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.
* **Typical use**: A parent paying for their children's classes, 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.
* **Typical use**: A corporate wellness benefit, a school paying for staff memberships, an employer covering a fitness perk.
* **Extra fields**: Legal name, tax number, billing email, billing address.

## 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, and member count.

## Creating an account

1. From the Accounts page, click **Add account**.
2. Choose the type: **Household** or **Company**.
3. Fill in the details:
   * **Name** (required for companies, optional for households).
   * **Primary contact** - the main representative for the account. Pick from existing contacts.
   * **Legal name**, **Tax number**, **Billing email**, **Billing address** (companies only).
   * **Notes** - internal notes that only staff see.
4. Click **Save**.

The primary contact is automatically added as the first member, with the role **Owner** (household) or **Admin** (company).

## Managing members

Open an account to see its members on the **Members** tab.

### Add a member

1. Click **Add member**.
2. Search for an existing contact.
3. Pick a role. The role options match the account type:
   * Household: Owner, Adult, Dependent
   * Company: Admin, Employee
4. Click **Save**.

A contact can belong to more than one account (for example, an adult who is in their own household and also on a company account through their employer).

### Change a role or remove a member

* From the member row, click the role dropdown to change it.
* Click the remove icon to detach a member. The contact stays in your system; only the link to this account is removed.

## Billing and consolidated invoicing

Accounts aggregate billing across all their members.

* **Invoices** - When an invoice is generated for a member of an account, it is also tagged with the account. The account detail page lists every invoice tied to any of its members.
* **Transactions** - Payments and refunds tied to account members appear under the **Transactions** tab on the account.
* **Billing email** - For companies, invoices and billing emails are sent to the billing email on the account, not the individual employee.
* **Memberships** - Memberships remain attached to the individual contact who uses them. The account view rolls them up so you can see, at a glance, 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. Historical invoices keep their account reference as a record.

## 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.

## Common workflows

### Set up a family with shared billing

1. Create a **Household** account.
2. Add the paying parent as the primary contact (role: **Owner**).
3. Add the partner as an **Adult**, and each child as a **Dependent**.
4. Assign memberships to each individual as needed.
5. All invoices are now grouped under the household for reporting and follow-up.

### Onboard a corporate client

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

### Move a member between accounts

1. Open the current account and remove the member.
2. Open the new account and add them with the appropriate role.

The member's memberships, bookings, and history follow the contact, not the account.

## Related

* [Member List](/members/member-list) - find and filter individual contacts
* [Member Profiles](/members/member-profiles) - view a single contact's account memberships and history
* [Memberships](/members/memberships) - plans assigned to individual contacts
* [Invoices](/billing/invoices) - billing documents that can be grouped by account