Family or group membership linking/management

Purpose

1. To automate family or group membership linking/management in aquatic centres, enabling seamless onboarding, centralized account oversight, synchronized billing, automated communications, and compliance with group policy for multi-sport aquatics facilities.

2. Automates adding, removing, or updating members in group accounts, synchronizing their privileges and class bookings, updating payment information, and ensuring all group members meet swim and safety prerequisites automatically.

3. Ensures automated member type alignment (adult/child), automates adjustment of access rights, facilitates automated notifications, and automates renewal management for group memberships.

4. Unifies family data for automated reporting, enables automated sharing of digital passes, and supports automated integration with CRM or access control systems.

Trigger Conditions

1. New group membership registration via web/app portal automates initiation.

2. Adding a family/group member triggers automated validation and account linking.

3. Automated updates upon membership renewals, upgrades/downgrades, cancellations.

4. Payment status change or failed auto-renewal triggers automated group access updates.

5. Automated triggers on age/birthday checks for child-adult role transitions.

Platform Variants

1. Salesforce

• Feature/Setting: Use Flow Builder to automate member linking in Accounts; automate update of related contacts.
  

2. Microsoft Power Automate

• Feature/Setting: Automate group membership additions with “When a record is created” in Dataverse/SharePoint.
  

3. HubSpot

• Feature/Setting: CRM Workflow Automation; automates lifecycle stage assignment for group members.
  

4. Zapier

• Feature/Setting: Automate record creation and contact linking across tools using “Create/Update Record” Zap.
  

5. Twilio

• Feature/Setting: Twilio Studio; automates SMS notifications of account changes to family members.
  

6. SendGrid

• Feature/Setting: Automated email workflows for onboarding and renewal reminders via Marketing Campaigns API.
  

7. ActiveCampaign

• Feature/Setting: Automates email/sms update chains on group account changes; uses Automations builder.
  

8. Mailchimp

• Feature/Setting: Trigger automations for transactional emails to new or updated group members.
  

9. Google Workspace

• Feature/Setting: Google Apps Script; automate member spreadsheet updates and group notifications via Gmail API.
  

10. Slack

• Feature/Setting: Workflow Builder; automates in-channel alerts for staff on group membership changes.
  

11. Stripe

• Feature/Setting: Automate subscription group billing, using Customer and Subscription APIs for family/group plans.
  

12. Freshdesk

• Feature/Setting: Automate ticket creation and update for member onboarding/support, using automator functions.
  

13. Monday.com

• Feature/Setting: Automate board updates and notifications for group membership tasks, using Automations recipes.
  

14. Zoho CRM

• Feature/Setting: Workflow automation for updating member/family records, via Blueprint or Workflow builder.
  

15. Airtable

• Feature/Setting: Airtable Automations; auto-link related records and trigger communications for group changes.
  

16. DocuSign

• Feature/Setting: PowerForms for automated signature requests from family heads or guardians, triggered by group join.
  

17. Pipedrive

• Feature/Setting: Workflow automation for deals; automate connecting contacts within the same organization.
  

18. Okta

• Feature/Setting: User Lifecycle Automation; auto-provision access rights to pools/facilities for all group members.
  

19. AWS Lambda

• Feature/Setting: Automates backend processing on member data change, triggers notifications or integrations.
  

20. Intercom

• Feature/Setting: Automated onboarding chatflows to collect, validate, and link new family/group members.
  

21. Trello

• Feature/Setting: Butler automation to create and track group onboarding tasks visually on boards.
  

22. Notion

• Feature/Setting: Automate updating databases and reminders for each group member’s milestones through integrations.
  

Benefits

1. Automates time-consuming admin, reducing manual errors in member management.

2. Automator orchestrates cross-platform updates and communication automations.

3. Enhances member onboarding speed and user experience by automating repetitive steps.

4. Automated notifications and reminders improve renewals and compliance rates.

5. Minimizes churn and administrative cost through end-to-end automation flows.