Account managers are people who manage other clients’ Pike13 accounts. The clients they manage are their “dependents.” Often the account manager is a parent managing a child, but an account manager can also be the organizer of an event for a group of unrelated clients. Account managers can manage multiple dependents, and dependents can have multiple account managers.
In this article
What the account manager manages An account manager’s client dashboard shows notices, notes, plans and passes, and schedule information for both the account manager and their dependents.
Payments Because account managers pay for all dependents, payment card information is stored in the account manager’s profile. Passes, plans, and scheduled services are stored in the dependent's profile.
Tip Confirm the card data stored in an account manager’s profile by tapping Manage Payment Methods in the right menu.
Selling Staff can sell passes, plans, and merchandise in Pike13 to a dependent from the account manager's profile and are asked to specify whether the purchase is for the account manager or dependent during the purchase process. When selling something from a dependent’s profile, Pike13 offers no option for selling to the dependent’s account manager.
You can create these relationships in Pike13 in two different ways:
In Client Signup Set Client Signup to ask clients the appropriate questions when they sign up themselves so they’ll create the account manager and dependent relationship themselves. For information about how to do this in client signup, see Set the target client audience in the client signup form in Customizing Client Signup.
In a client profile Set a client as an account manager or a dependent in the client’s profile. For info about how to do this, see below.
When you set Client Signup to prompt new clients to set themselves as account managers, the client is asked for information to establish their account as well as for info for the client(s) they manage. Most parents signing up children choose to leave the email for the managed clients blank so only the parent can sign in and receive notifications.
To make a new or current client the dependent of another client, open the profile of the client who will be the client’s account manager and set the new or existing client as a dependent.
At the top of any Pike13 page, tap Clients, and then find and tap the client name in the Clients list.
In the right menu of the client profile under Account relationships, do one of the following:
To add a new client and make them a dependent, tap + Sign Up New Client to Manage, enter the client information on the Manage new client page, and then tap Create.
Note Adding an email address for the dependent is optional but sends all emails for their account to them rather than to the account manager.
To make an existing client a dependent, tap Manage Current Client, enter the client’s name in the Manage an existing client text box, and then tap Save.