Families and households

In Shindo a household is everyone who sits under one portal login, usually a parent and their children. One parent signs in and sees every child's membership in one place.

You can't link a family from the admin side

There is no control in your admin pages to put a parent and child together. Linking happens in the parent's portal, in one of two ways.

The parent adds the child. In their portal the parent taps + Add Member and types the child's name. The child joins the household with the parent's address and phone.

The parent claims records you added. If you add the children yourself using the parent's email (each with their own name), the parent's portal shows that your gym has more records on that email address, each with a Claim button. Claiming one brings that child into the household.

So to set a family up ahead of time:

1. On Members, add each child with Add Member (or import them), using the parent's email. Importing the family sends one email that names everyone on it ("membership accounts for Daniel, Ruth and Grace"). Adding them one by one with the invite box ticked, the first add emails the address; another add to the same email within 10 minutes sends no second email, and the parent still finds that child in their portal to claim. An add after 10 minutes sends a new email naming everyone on the address who has no login yet.
2. The parent opens the invitation and fills in the join page. Because the email has several people on it (or one child, or one person with no date of birth whose name isn't the one typed on the join page), the page asks Who's signing up?, listing each name and A parent or guardian. If your name is listed, choose it: the login is linked to that record. Otherwise choose A parent or guardian, and Shindo adds you as your own new, inactive member with the name you typed. If that name is listed, and it isn't a child's by date of birth, Shindo links that record instead of adding a second one.
3. In their portal the parent taps Claim on each child's record.

You get one New member signup email, for the person who signed up. Claiming the children doesn't send you another, and neither does using the invitation again after they have signed up.

What you see as the admin

Only the shared address. You don't get a list of who belongs to which household.

• On a member's page, tap Home Address to open it. It says Shared by everyone in this household.
• On Members, tick Show address to see each person's town. The list notes that the address is shared by everyone in a household.

Why siblings share an address

Address and phone belong to the household, not the person. When you change either one on any member's page (Edit, then Save Changes), every member under the same login gets the change. That's on purpose, so a family that moves only needs one update.

Name, email, date of birth, status, rank and notes stay per person.

Members you added who haven't been claimed by a login yet aren't in anyone's household, so an address change on them affects only them.

One card for the whole family

At a gym on Shindo's own billing, a family's memberships are paid from one Stripe customer: the person who holds the login. A card the parent saves for one child can then pay for the others, so they don't type it again for each child.

• When the parent starts a membership for another child and nothing is charged today (your changeover date is still ahead), the portal asks How do you want to pay. Use the card ending and the last four digits of the card already saved starts the membership on that card. Use another card opens the card page as before. The terms the parent agrees to, and the agreement email they get, are the same either way.
• The saved card is offered only when it is a card (not Link or a bank account), it pays for another of the family's live memberships, and it doesn't expire before the first charge. A membership with a payment due today still goes to the card page.
• The card is offered for a sibling only when the parent saved it in their own portal. A card someone else typed through your pay link, a grandparent for example, stays on that one child's membership and isn't offered for the others. The parent adds a card on the card page instead.
• Each child keeps their own membership, their own charges and their own agreement. You get the same emails as when a card is typed in, and the switching guide shows the family as Card saved for the changeover. When the card fee is on, it is decided at each charge by the card, as for any member.
• When the parent updates the card on one child's membership and other children's memberships use the same card, the portal offers Also use it for those children, ticked, so no membership is left on the old card.
• Families whose children already have separate Stripe customers keep them. Nothing is moved or merged, and a child with a customer of their own isn't offered the saved card.
• On Shindo's own billing, the card row on each membership in the portal names the card, such as "Visa ending 4242", beside Update card.
• The portal's Subscription History lists each payment made on a membership on Shindo's own billing, newest first, with its date and the amount paid, the card fee included. Before the first payment it shows when the membership started and the day of the first payment.

What it doesn't do

• You can't link, unlink or move members between households from admin.
• There's no family plan. Each child holds their own plan. To give a family a lower rate, give each member a special rate on their own page (see Give one member a special rate).

Related: Add a member, Invite members to their portal, A member's page.