Summary
This feature introduces customer groups in Flow, allowing a primary customer (typically a parent) to create and manage associated dependent customers (such as children).
This enhancement improves how family-based relationships, bookings, and memberships are managed — enabling customers and staff to perform actions on behalf of others (for example, making a booking for a child).
Why Groups?
Groups provide flexibility to represent different types of relationships — such as families or care arrangements.
In the future, this setup will support scenarios where one person may belong to multiple groups (e.g., a nanny or carer linked to several families).
⚙️ Note: In the initial release, each customer can only belong to one group.
Role Definitions
| Role | Description |
|---|---|
| Owner | The main account holder (e.g., parent or primary guardian). |
| Admin | A secondary manager of the group (e.g., nanny or carer). |
| Dependent | A linked member of the group (e.g., child). |
🔒 Admin Setting: This feature is OP-only and must be enabled by the Operations (OP) Team.
Please contact your Client Success Manager (CSM) to activate it.
Step-by-Step Guide
1. Creating a Group
From the Home Page, navigate to the Customers module.
Search for the customer who will be the Group Owner.
Navigate to their Summary Tab.
In their Summary tab, click Create a Group.
📝 Note: The first profile added automatically becomes the Group Owner.Choose a Label for the group owner.
In the Search for a customer to add to this group field, type the name of another customer to include and click Select Customer.
Assign a Role and Label, and click Create Group to confirm.
2. Linking Additional Accounts
Once a group has been created, you can link more customers to it.
From the Owner’s Summary tab, click Add to Group.
In the search field, type the name of the customer to add and click Select Customer.
Choose a Role (Owner, Admin, or Dependent). and assign a Label and click on Add to Group.
3. Viewing Linked Accounts
Go to the Dashboard within the Front of House module.
A new tab called Linked Accounts will appear.
-
From this tab, you can:
Click Load Customer to view that customer in the dashboard, or
Click Go to Profile to open their customer account directly.
4. Managing Groups
For the Group Owner
Navigate to the Summary tab of the owner’s account.
Add or remove group members as needed.
For Admin or Dependent Accounts
Go to the Summary tab of the Admin or Dependent’s account.
Click Manage.
You’ll be redirected to the Owner’s Profile, where you can add or remove members from the group.
Note: The following labels are enabled by default:
- Parent
- Nanny
- Child
- Carer
Should you wish to remove any, please submit a request via Zendesk.
Summary of Key Points
Each customer can belong to only one group (initial phase).
Only the Owner and Admin can manage group members.
The feature must be enabled by the OP Team — contact your CSM for setup.
Groups make it easier to handle family or care-based relationships for bookings and memberships.