Add a joint member
Subscriptions to joint membership plans require a primary owner, with the option to include one or more joint members. Joint members receive the same benefits as the owner of the subscription.
Managing Contacts for Joint Members
Usually, each member should be set up as a separate Person record in your database.
If two people share an email address, you can use a single contact record with a combined name (e.g., "Bill & Joan Smith"). However, even in this case, it is generally better to create two separate Person records and simply leave the email address field blank on one of them.
The Person record that includes the email address should always be the owner of the subscription. This person acts as the primary contact and is responsible for payment.
Setting up a Joint Plan
To allow two or more people to be jointly associated with a single subscription, the subscription must be for a specific type of plan: a Joint Plan.
Because of this requirement, you typically need to create at least two types of plans for your members, each with its own price:
- Individual: For a single person.
- Joint: For multiple people sharing a subscription.
When creating or editing a joint plan, you can define exactly how many joint members are allowed on a single subscription.
How to view and add a joint member
Once an owner is subscribed to a Joint plan, you can view and add joint members by following these steps:
- Locate the Subscription: Find the subscription directly on the owner's contact record, or by navigating to Reports > Subscriptions.
- Access the Subscription: Click on the relevant subscription to open its details.
- Add Joint Member: In the "Joint members" section, click + Add joint member.
- Select Contact: Choose an existing contact from your database to link to the subscription, or create a new contact.
- Confirm Addition: Click Add.