Account Managers, Dependents & Peers

Pike13 offers flexible client connections that allow a single individual—like a parent or guardian—to seamlessly manage schedules and payments for others within their household.

Who can use this feature?

- Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
- User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ✅Staff, ❌Limited Staff

Types of Relationships

An Account Manager is the primary individual responsible for overseeing other profiles. They can manage schedules, sign waivers, and handle billing for their dependents.

Client vs. Non-Client: Account Managers can be active clients (participating in services themselves) or non-clients (only managing others).
Shared Billing: Payment methods saved to an Account Manager’s profile are automatically available to pay for passes or plans for their dependents.
Common Uses: Parents, spouses, heads of households, or third-party payers.

A Dependent is a client whose profile is managed by one or more Account Managers.

Management: Dependents can be linked to multiple Account Managers (e.g., two parents) and use those managers' payment methods for purchases.
Autonomy: Account Managers have the option to grant dependents the ability to manage their own accounts if needed.
Common Uses: Children, family members, or friends under a shared care structure.

Peers are dependents who are linked to the same Account Manager. This designation helps group individuals who share a household or management source.

The Connection: If a mother manages both a son and a daughter, the children are identified as Peers within the system because they share the same manager.
Common Uses: Siblings or members of the same household.

How Relationships Work in Pike13

The Account Manager acts as the "hub" for the household. From their dashboard, they have a centralized view of all activity, including:

Notifications & Notes: Important updates for themselves and all linked dependents.
Passes & Plans: A complete list of active memberships held by the entire family.
Schedules: A combined view of upcoming visits for everyone they manage.

To simplify billing, payment methods are stored exclusively on the Account Manager’s profile.

Dependent View: A dependent’s profile remains focused on their own experience, showing only their specific passes and individual schedule.
Shared Checkout: Because the billing info is centralized, any purchase made for a dependent automatically pulls from the Account Manager’s saved payment method.

Staff members have flexibility when processing sales for families:

Selling from the Manager’s Profile: When a staff member starts a sale from an Account Manager’s profile, Pike13 will prompt them to specify which family member will be using the pass or plan.
Selling from the Dependent’s Profile: If a staff member sells directly from a dependent’s profile, they can simply select the Account Manager’s saved credit card or bank account at checkout.

Creating a Relationship

Relationships in Pike13 can be established either during the initial sign-up process or added to existing accounts later.

During Initial Setup

Whether a staff member is creating the profiles or a client is signing up online, the system provides a streamlined workflow to build a family unit all at once.

After entering the information for the first person, simply select + Add Dependent.
This allows you to create the full family "tree" in one seamless process before finishing the account setup.

Adding to an Existing Account

If the profiles already exist but aren't linked yet, you can connect them at any time:

For Clients: From the dashboard, clients can select + Manage Another Person to add a new dependent to their household.
For Staff (New Dependent): From the Account Manager's profile, select + Sign Up New Client to Manage to create and link a brand-new profile.
For Staff (Existing Client): To link two clients who already have separate profiles:
1. Navigate to the profile of the person who will be the Account Manager.
2. Select + Manage Current Client.
3. Scroll to the Managed Clients section at the bottom.
4. Search for the dependent’s name, add them to the list, and select Save.