Introduction
This article is a step-by-step instructions on how to effectively create family relations in the PGM. It is the actual use case, where an existing club member will be linked to their spouse, who will become a member - in the Scenario 1, and then to a child, who will become a club guest - in the Scenario 2.
If you need more information on how to link Family members in the PGM, go to this article.
- This article will be useful to PG Champion, Club Manager, Sales Manager and Club Owner.
Instruction
How to link a spouse as a member to an already existing member in the PGM?
1. Go to the PGM -> Clients -> Club Members.
2. Select the Member and click on that field.
3. Click on Data button.
4. Click on Linked Members -> Add linked member.
5. Then on pop-up window select Spouse and Member and click Next.
6. Then fill all required fields and click Next.
7. Then tick the checkbox(es) of the required agreement.
8. In the next window, choose the Payment Plan and click Next.
At this point, you will choose the Payment Plan with already configured payment method. If you want to know how Payment Plan works, go to this article.
9. In the payment method window, click Next.
10. In the pop-up window, click Done.
You can also provide additional information, however this is not required.
How to link a child as a guest to already existing member in the PGM?
1. Go to the PGM -> Clients -> Club Members.
2. Select the Member and click on that field.
3. Click on Data button.
4. Click on Linked Members -> Add linked member.
5. Select Child and Guest as it is highlighted on the screen.
6. Fill in all the required fields.
7. Then click Add guest.