Org Setting: Name your ID

• Build > Storefronts > Global Settings
• Edit Booking ID Settings.  This is the label that will display on the storefront

Staff How To

Everything can be viewed and managed from the customer’s Online Profile tab. From here you can:

• View and copy a customers ID 
  • customer can also view and copy their ID from the customer portal on their profile page
    
    
• Generate New will generate a new ID.  It will NOT break the connections already in use
  
  
• Add Friends and Family to this customer’s profile
  
  
• Remove this customer from another customer’s online profile; expand row and detach.

Customer How to

Adding and Managing Friends and Family

Friends and Family Tab in your Portal Profile (click name at top right to view your profile)

Add friends and family by clicking Add and then pasting their ID

• Find ID on your summary OR on the Friends and Family tab. 
• Copy it and share your code to a friends for them to add you to as a Friend and Family
• Linking is ONE WAY.  If I link you, you still need to link me..

Remove people from my saved friends and family

• In the My Friends and Family section, click ‘Remove from Friends and family’ to remove someone.

Suggested Friends and Family

• If you are on a membership, pass, or booking contract with others that are not yet linked Friends and Family, they will appear here.  Quick add them to your profile by clicking ‘Add to Friends and Family’

Take myself off others as a saved friends and family

• Go to customer portal profile page > Friends and Family tab
• In the Connected Friends and Family section, click the red link to ;Remove myself from Friends and Family’

Booking for Friends and Family

• Linked Friends and Family show in the ‘Select from existing household..’ selection list.
  
  
• Add a Friend and Family AND book/purchase with their ID by clicking ‘Add Friends and Family by YourGymName ID’
  • Have your friend copy/paste and send you their ID from their Friends and Family tab on their Customer Profile.