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Family Membership Checkout Flow

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Important Note

These features will be released on September 9, 2026, by 11:59 p.m. Central.

Family Membership Checkout Flow is designed to make managing Family Memberships faster, easier, and more convenient than ever, giving residents a self-service way to assign household members right at checkout while giving your staff the controls to manage participant limits and eligibility

How It Works

With Family Membership Checkout Flow, your organization can:

  • Allow staff and residents to select eligible household members to include on a Family Membership during checkout or renewal

  • Automatically enforce eligibility rules; including age, residency, gender, prerequisites, and other configured restrictions

  • Set maximum adult and child limits per Family Membership in session settings, alongside the existing Max Cards per Household Setting

  • Give staff the ability to override eligibility, add non-account members, or skip and assign participants later

  • Automatically create Digital Membership Cards for all selected members once checkout is complete

  • Log all member additions, removals, and eligibility overrides for audit purposes in the Action Log

Why This Matters

Today, assigning participants to a Family Membership is a separate, manual process - residents can't do it themselves, and staff are left fielding follow-up requests after the transaction is complete. Family Membership Checkout Flow puts that step directly into checkout:

  • Residents can configure their membership in one step, without needing to call or visit the front desk

  • Staff spend less time on follow-up and have the flexibility to handle exceptions when needed

  • Organizations gain more control over membership setup through configurable participant limits

  • Digital Membership Cards are ready the moment checkout is complete

With Family Membership Checkout Flow

  • Members can be assigned at the point of purchase

  • Eligibility is enforced automatically, reducing manual review

  • Participant limits ensure memberships follow your organizations configured rules

Example

A resident purchases a family pool membership online. During checkout, they’re prompted to select which household members to include. Eligibility rules are applied automatically, the resident sees who qualifies, completes the purchase with all participants assigned, and Digital Membership Cards are created for each selected member. No staff follow-up needed.

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