How to Set Up Family Accounts

Before You Begin

• Ensure you have owner or admin permissions
• Both the guardian and child must exist in your customer list before creating the relationship

Steps

Step 1: Open the customer profile

1. Go to Contacts > Customers
2. Search for and open the customer profile you want to link

Step 2: Add the family relationship

1. Scroll to the Family Accounts section (if not visible, the feature may not be enabled for your organization)
2. Click Add guardian or Add child depending on the role of this customer
3. Select the related customer from your customer list
4. Enter the relationship type (parent, guardian, etc.)

Step 3: Set permissions

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

• Manage purchases (buy products/subscriptions)
• Manage bookings (book appointments/classes)
• View account information

Step 4: Save

Click Save. The guardian can now manage the child’s account per the permissions set.

Managing Family Accounts

From the Family Accounts section on a customer profile you can edit permissions, remove relationships, and view shared payment and booking history.

Troubleshooting

Family Accounts section not visible? The feature may not be enabled for your organization, or you may not have permission to manage family accounts.

Can’t add a guardian or child? Both customers must exist and be active in your customer list before you can link them.

Permissions not working? Confirm the permissions were saved correctly and the guardian is logged into their own account.

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Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

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