Group memberships allow you to register multiple people from the same household — such as a family — with appropriate discounts and a separate profile for each person. This article is intended for administrators who set up membership plans and discounts for their nonprofit.
This article covers the most common questions on this topic, along with our recommendations:
- What are the prerequisites for managing group memberships?
- How do I set up family discounts?
- How do I find and manage children's information?
What are the prerequisites for managing group memberships?
To properly distinguish individuals during a family or group membership, two prerequisites are required:
- each person has their own profile (1 person in real life = 1 profile);
- a unique identifier is configured: this identifier should not be the email address when families are registering, as children and parents may share the same email address. To learn more, see the article Setting up the unique identifier for your Community.
Additionally, to help you build your pricing and discounts, we recommend exploring this page, which lists the various cases and methods: Building your membership pricing with discounts.
How do I set up family discounts?
To learn how to set up discounts, we recommend first reading our dedicated article: Configuring discounts on a form
Setting up equivalent family discounts starting from the 2nd person
Example: all memberships cost $100. The first person pays $100; the 2nd person and each additional member receives a $10 discount on their membership.
Solution:
- Create a simple membership form and enter your membership plans at step 2 - Pricing and membership plans.
- Use the calculation tool Per-person discount starting from the 2nd person.
- Return to step 2 - Pricing and membership plans of your form, click Apply a discount, and configure the discounts using the results from the spreadsheet.
Family discounts will now be applied automatically starting from the 2nd registered person.
Example: you offer a 1st membership at $100. For the 2nd registrant, the membership is $90, the 3rd is $80, etc.
Solution: set up a different discount for each additional registrant.
In our example, you set up a $5 discount starting from 2 registrants: since the discount applies to all prices, $5 × 2 = $10 in discounts will be applied to the order (as if only the 2nd price were reduced by $10).
Setting up complex discounts with membership requests
For complex pricing and discounts, use a form with membership requests: you approve each request before collection. Two methods are available:
- apply discounts upon receipt of the membership request;
- approve the request, then send a payment link.
To learn more, see our article: Managing forms with membership requests.
How do I find and manage children's information?
When a parent registers their child with your community or on a form, it can be difficult to know where to find information about the child or the parent. It is currently not possible to link profile records to one another, but here is our guidance based on the most common scenarios:
The parent creates an account on your platform (see the article Member sign-up to the community). Once the account is created, the parent registers their child on a membership form by entering the child's first and last name, while remaining logged in to their parent account. This registration results in:
- the creation of a profile record for the child, with a membership linked to that record;
- the purchase of the membership appears in the parent's profile record.
The parent and child may share the same email address, provided that your community's unique identifier is set to a field other than the email address (see the section "What are the prerequisites for managing group memberships?" in this article).
When logging in to your platform, the person simply chooses whether to log in to their parent account or their child's account. The parent account gives access to the membership purchase information; the child's account gives access to the membership itself.
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