How to Use Linked Membership Features in Gladstone Go

Problem

Members and membership administrators need to know how customers buy a group membership, link people to it, book for linked members and manage who can see their bookings in Gladstone Go.

Resolution

1. Check the prerequisites

   • Linked memberships must already be configured; see Group, Junior and Linked Memberships in Gladstone Go.
   • The customer must have a Gladstone Go account.

2. Buy a group membership

   • Customers who can buy a group membership: new members, existing members without a group membership, and primary members with an existing group membership.
   • Customers who cannot: existing non-primary members linked to a group membership (people already in someone else's group), and junior members.
   • The purchase flow depends on your tag set-up. Include a Membership Type such as Group, Joint or Family so members find the right membership easily.
   • Only the primary member's details are needed at purchase. Linked members are added afterwards.

3. Add linked members

   • Log in to Gladstone Go and go to My Account > Linked.
   • Click Add Member (or Add Linked Member), enter the person's first name, last name, date of birth and email, and click Send Link Request.
   • If the person already exists (same name and email, including as a non-member), they are linked without creating a duplicate, and get an invitation to accept.
   • If they do not exist, Go says so and offers to create them. The record is created and linked, and Go emails them a welcome email with a link that takes them through joining. They do not have to finish their own sign-up before being linked.

4. Book activities for linked members

   • In Go Book, choose the class or activity and a time slot, and select Book Now.
   • Use the toggles to choose whether you are booking for the primary member and/or each linked member or junior. Pricing may vary depending on each person's active memberships.
   • Click Book, then pay in the basket. Each person appears as a separate booking in the basket and can be cancelled on its own.
   • You can book for linked members and non-members in the same transaction.

5. View and manage linked members' bookings

   • Go to My Account > Bookings > My Bookings. By default, the primary member sees everyone's class and activity bookings together.
   • Opting out (adults only): an adult linked member can stop the primary from booking for them or seeing their bookings from their own account: My Account > Linked > set the toggle to disabled. Juniors cannot opt out.

Notes

• Only the primary member (or guardian) can book for others, and only when Enable Book for Others is switched on; see Enabling 'Book for Others' Feature.
• Who cannot be added: people already linked to another primary, people in another group, and existing junior members. Once someone has been added to a group, they cannot buy their own group membership.
• An existing member cannot buy a membership for someone else online.
• Guardians cannot view or update a junior's account details online. Your in-centre team can.
• Online bookings cannot be edited once made, only cancelled, and paid bookings cannot be cancelled online.
• The primary cannot link someone: the person may already be linked to another primary or group, or be a junior member.
• The primary cannot book for a linked member: the linked member may have disabled the primary's access in their own account.
• Related: Group, Junior and Linked Memberships in Gladstone Go; How to Configure Linked Member Invitation Emails in Go Operator.

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