In what scenarios should I use Sub-Accounts?

  • To share billing information between family members or couples

  • To add children accounts using the same email address as the parent


Quick overview of sub-accounts

What sub-accounts can do ...

  • Shares payment method from the primary account — When the Primary account's credit card is updated, it will automatically update all sub-account plans to charge with the same credit card. Sub-accounts have no control over payment methods.

  • Can use the same email as the Primary account or not — All member profiles require a unique email and having sub-accounts will allow these members to use the same email which is common for children. OR, you have the option to not use the Primary account email. The email you select for the sub-account will be where all PushPress communication is sent.

  • Gives access to the Member App — Sub-accounts will use their email or a username (when they share an email with the Primary account) and can set up their own password to login to the app.

  • Sign up using PushPress plan landing pages (step by step directions below) - parents, partners, guardians can easily add new sub accounts or choose from existing ones to add new plans to accounts.

What sub-accounts can't do ...

  • Have multiple credit cards on file — All sub-accounts must use the Primary account payment method.

  • Share the same plan — Each person will need their own plan in order to book classes.


How staff can add a sub-account (from the control panel)

Click on the parent/primary member profile page and then "Add Sub-Account".

Create a new account (by default, the primary account email will display which is best for adding children with no email) or select from the list of current members.

Follow the same process for adding a plan to the new sub-account. You will be able to use the same billing methods on file as the primary account.


How a parent can set up a child's account from a landing page

A parent (or primary account) can set up a sub-account from a plan landing page. Here's how...

1. From the plan landing page, fill out initial landing page info. On the next screen you will be asked if the plan is for you or someone else.

Click on "Someone Else" to set up a sub-account.

2. Choose a participant already linked to this account from dropdown or + add new person.

3.

New Account | Fill Out new account information prompts.

Existing Account | Choose Name from Dropdown

4. Prompt for Payment is displayed if no payment is on file.

Member can choose Card or US Bank Account.

5. Continue signing up an additional member and follow prompts. This is great to add multiple family members at one.

Or

Sign Documents

You should follow prompts for each account until complete.

6. Digital Documents | All documents relative to the person, plan or discount will prompt for signature on one page.


The Member App {NEED UPDATING}

Log in to the member account you'd like to add a plan to and add the plan.

Note: you can login to the member app as the primary account to view all sub-accounts.

Choose the sub-account you'd like to add a plan to or book classes for.

You also have the option to login to the sub-account using their unique email (if it's not the same as the primary account) or username.

Video here: https://www.loom.com/share/1719b1783c074f5cb141e7bc442bba8a

Related HELP Docs

Core | Members - Assigning Sub Accounts + Member App Access

If you would like more information or need further assistance, please use our HELP DOCs, just like this one or reach out through intercom, the little blue box in your CORE account or email us at support@pushpress.com. Our team is here to help.

About PushPress

PushPress is a gym management software that can help you a lot in managing your gym. We've helped thousands of local gyms streamline and professionalize their businesses with our intuitive, powerful solution for managing fitness facilities - all from the palm of their hands! Want to take charge? Give us 3 minutes on the phone or schedule an in-person demo today!

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