Who can use this feature?
Pike13 allows people to be interconnected so one person can manage and pay for others.
An account manager is a person who manages other clients in Pike13. Account managers who are also clients can schedule and make purchases for themselves and dependents. Account managers that are non-clients can schedule and make purchases for their dependents. The payments method of the account manager are also available when selling a pass or plan to dependents.
Common uses include parents, spouses, head of household, and payers.
A dependent is a person who is managed by another person in Pike13. Account managers can also set up dependents to manage their own account. Dependents can make purchases using the account managers payment method from their own account. Dependents can be managed by one or multiple account managers.
Common uses include children, family members, and friends.
A peer is a fellow dependent of the dependent's account manager. For example, mom is the account manager for her son and daughter. The son and daughter are considered peers because they share the same account manager.
Common uses include brothers, sisters, and family members.
What the Relationship Means
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.
Creating the Relationship
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.