Managing family accounts can be intricate, especially when dealing with freezes and cancellations. This article helps to navigate these processes efficiently and accurately.
Important Notes:
- Primary Billing Member Cancellation: If the primary billing member wants to leave but other members want to stay, switch the family member from the primary member's profile first, then use the Submit Billing Changes form to remove them. Then, submit their member cancellation form.
- Temporary Discounts: The Submit Billing Changes form can apply a temporary discounted rate, automatically reverting to the original price if a resume date is selected.
- Billing Schedule Adjustments: The Submit Billing Changes form modifies the billing amount and schedule when you select the option to "Reschedule and Change Details".
- Manually changing a member's status does not directly impact changing the billing. A Bambora/Stripe Billing form must be submitted to change any recurring billing accounts properly.
Contents
- Family Sign-Ups
- Family Freezes
- Family Cancellations
1. Family Sign-Ups
When signing up a family, each individual must have a member profile. Then, you complete one registration form and add them all together.
Here’s how to do it:
1. Create Individual Member Profiles for each family member.
2. Click Register on the Primary Family Member Profile: Open the Member Profile of the member you want to be the Primary Family Member. Click " Register " in the upper right-hand corner.
3. Select "Yes" to include family members.
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- Add the primary family member program first.
- Then, use the search bar to find the other family members. Assign them the appropriate program and select "Add Family Member Program."
5. Complete the rest of the form as if you were signing up a single member.
2. Freezes
When a family member wishes to freeze, specific steps must be followed to ensure accurate billing adjustments.
- Use the Submit Billing Changes form to freeze individual family member accounts without affecting the primary billing.
- First, remove the family member you wish to freeze from the billing total before submitting a new Submit Billing Changes form.
- Then, you can manually change the Member's status on their profile from Active to Frozen.
- When they wish to return, manually change the Member's status on their profile, from Frozen to Active, and then submit Billing Changes under the primary billing person, adding this new member and their program back.
- If the primary billing member is freezing, you first need to switch to the primary billing member. This option will be available on the Primary Member's profile. Then, complete the steps above.
3. Cancelations
When a family member wishes to cancel, specific steps must be followed to ensure accurate billing adjustments.
If a non-primary family member wishes to cancel, use the Submit Billing Changes form to remove them, adjusting the total billing amount accordingly. You can then submit a member cancellation for the individual to update their account to inactive.
If the primary billing member is canceling, you first need to switch to the primary billing member. This option will be available on the Primary Member's profile. Then, complete the steps above.
Summary
Completing the updates to the billing and members' status through the use of the Bambora/Stripe forms decreases your risk of billing issues occurring. When you submit the forms, ensure you verify the dates and amounts are what they should be and that you have selected the appropriate options for resume dates and so on.
Need Assistance?
For further assistance or clarifications, please contact northamerica@graciebarra.com
You can also schedule a 1-1 consultation: https://graciebarra.link/gbmembers-consultation