Setting up Parent-Child Member Relationships

You can set up a multilevel membership in a program by enrolling all program participants as members, then associating some members as child members with a specific parent member.

Note: Child members are only allowed for account and household members, not for individual members.

To set up parent-child member relationships

1. Enroll parent members and children members separately, as described in Enrolling Members in Loyalty Programs.

2. Associate child members with their parent members as follows:

   1. Navigate to the Loyalty Members screen.

   2. In the Members list, click the Member Number (#) hyperlink for the parent member.

   3. Click the Child Members view tab.

   4. In the Child Members list, add one or more new records.

   5. In the Contact field, Account field, or Household field of each new record, select child members for this parent member.

   In the child member's record in Member screen, More Info view, the parent member is now shown in the Parent Member field.