How to link Member Accounts for Billing purposes

How to link Member Accounts for Billing purposes

The steps below will create separate accounts for each member to login to.
If you wish to add a child account under the same email as the parent follow the steps in this article: How to add a Child to a Parent account

Step-By-Step

  1. Login to your Plan2Play Account
  2. Create or search for the Member Account which will be responsible for billing
  3. On the left had side of the Member Account select "Additional Members"

  1. Select "Create New"
  2. From the Relation Contact search for the account you wish to associate with this member


    • Related Articles

    • My customer's email or name is incorrect on their billing statement

      If your member/customer puts in their name or email incorrectly we will send the update to Stripe once they make the change within their member account.  Currently we do not update any changes made from the back-end system to the billing system as ...

    • How to get a payment link to send to a client directly

      If you create an invoice for a client our system will automatically email them a request for payment.  However, sometimes you may wish to send them the link for payment directly.  There are several ways to get the link for payment. From the Invoices ...

    • How to merge Duplicate Accounts.

      From time to time you will encounter users that have created more than one account using variations of email, mobile or just name. This article reviews how you can merge duplicate accounts. Login to your Plan2Play Account Select Tools->Duplicate ...

    • How to add a Child to a Parent account

      Adding a child to a parent account will NOT create an account for the child to login to. The steps below outline how to create a child account from the backend system. If you wish to link accounts together for billing, that each have separate logins ...

    • Member Sign-up Process

      It is important to clearly define the sign-up process and train your staff to insure a smooth process. Below we have outlined some recommendations. Sign-up on your website Plan2Play offers several widgets to make this process easy. We want to make ...