Who can use this feature?Pike13 Plan:
|✓ Enterprise||✓ Pro||✓ Business|
|✓ Primary Owner||✓ Owners||✓ Managers||✓ Staff||✗ Limited Staff|
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
An account manager’s client dashboard shows notices, notes, passes/plans, and schedule information for the account manager and their dependents.
Payment methods are stored on the account managers profile so they can pay for passes/plans and courses for their dependents. The dependent profile will only show passes/plans and schedules specific to them.
Staff can sell passes, plans, and merchandise in Pike13 to a dependent from the account manager's profile and are asked to specify who the purchase is for during the purchase process. When selling something from a dependent’s profile directly, staff members can choose to use the account manager's payment method during checkout.
You can create these relationships in Pike13 in two different ways:
Whether a staff member is creating the client profiles or if a client does it on their own, there is an option to +Add Dependent after the information is added for the first person. This workflow seamlessly takes staff or clients through the process of creating the full family at once.
If the relationship was not built during the creation of the account, clients can choose +Manage Another Person from their dashboard. Staff members can also add a dependent from the client's profile and selecting +Sign Up New Client to Manage.
- Staff members can also make a current client a dependent of an existing client by going to the profile and selecting +Manage Current Client. Scroll to the bottom of the page and search for the dependent's name under Managed Clients. More than one can be added as necessary before selecting Save.