Family membership linking and management

Purpose

1.1. Automate family membership linking and ongoing management within swimming facilities, ensuring seamless connection of individual and family accounts, centralizing access rights, membership tier control, synchronized updates, and real-time access or privileges change via automation.
1.2. Automates onboarding, linkage, modifications, renewal notifications, removal of expired members, and centralized dashboard reporting for family accounts.
1.3. Ensures a consistently updated, fraud-resistant, efficiently managed membership system catered to pools and lidos.

Trigger Conditions

2.1. New family registration or member addition form submitted.
2.2. Existing member opts to link additional family members via the portal or app.
2.3. Family membership renewal or status update (upgrades/downgrades).
2.4. Detection of unlinked dependents or expired family access.
2.5. Manual admin override or automated batch import for legacy linking.

Platform Variants

3.1. Salesforce
• Feature/Setting: Use Flow Builder for automated family linking via custom Object triggers.
3.2. HubSpot
• Feature/Setting: Workflow automation, triggering via Membership properties to auto-link contacts.
3.3. Zoho CRM
• Feature/Setting: Blueprint automation to manage family relationship hierarchies.
3.4. Microsoft Power Automate
• Feature/Setting: Set automated flows, using SharePoint lists to record and automate family links.
3.5. Google Workspace
• Feature/Setting: Apps Script automator for Google Sheets to handle family member data sync, notifications, and linking.
3.6. AirTable
• Feature/Setting: Automation for updating ‘Family’ linked records and member access auto-adjustments.
3.7. Twilio
• Feature/Setting: Use Twilio SMS API for automated notifications confirming link status or needed actions.
3.8. SendGrid
• Feature/Setting: Email automations from SendGrid API for onboarding, renewal, and update alerts.
3.9. Slack
• Feature/Setting: Automated Slack channel alerts for admins when manual review is needed.
3.10. Auth0
• Feature/Setting: Management API automates assignment of family access tokens and permission sets.
3.11. Okta
• Feature/Setting: Automated directory group updates for family memberships and child access rights.
3.12. Trello
• Feature/Setting: Card automations log and track membership workflow stages.
3.13. Monday.com
• Feature/Setting: Automate item linking and group notifications for account managers.
3.14. ActiveCampaign
• Feature/Setting: Automated email and tagging sequences upon change to family-linked status.
3.15. Make.com (Integromat)
• Feature/Setting: Scenario automations for multi-platform member data synchronization.
3.16. Memberstack
• Feature/Setting: Automate membership hierarchy adjustments via API triggers.
3.17. Stripe
• Feature/Setting: Subscriptions API for family billing automation and renewal reminders.
3.18. Xero
• Feature/Setting: Automated invoice creation and synchronisation for family memberships.
3.19. HelloSign
• Feature/Setting: API automates family member consent or waiver documents.
3.20. Intercom
• Feature/Setting: Automated in-app messages for linking prompts or issue resolutions.
3.21. Zapier
• Feature/Setting: Multi-step Zaps for linking workflows, notifications, and record updates.
3.22. DocuSign
• Feature/Setting: Automated document signature requests for new family links.
3.23. Freshdesk
• Feature/Setting: Automatic creation of support tickets on failed linking attempts for admin follow-up.
3.24. Typeform
• Feature/Setting: Automated processing of new member data intake and direct CRM linking.

Benefits

4.1. Automated member linking speeds workflows, reduces admin time, and eliminates redundant manual data entry.
4.2. Centralized, automated status tracking increases membership visibility and operational integrity.
4.3. Automation reduces errors and prevents orphaned or unauthorized member access.
4.4. Automated notifications and process flows boost member engagement and satisfaction.
4.5. Real-time automation supports compliance and easy auditability.
4.6. Scalable automation adapts smoothly as the member base grows for lido operators.