What this setting controls
Customer dependents lets a primary customer add other people — typically children, siblings or partners — to their account, and book classes on their behalf. Reporting, history and pass deduction continue to roll up to the primary account. A second sub-setting, Edit dependent, controls whether the primary customer can add and edit dependents themselves or only view ones an admin has set up.
If your business calls these people something else, you can rename the word Dependent in Settings → Customization → Customize text, and the new wording replaces it on these screens.
How to enable
Go to Admin → Settings → Customer → Customer dependents. Turn the main toggle on. The Edit dependent sub-toggle decides whether customers can manage dependents themselves; set it to No and customers can only view the dependents you set up for them. Save when done.
Once the setting is on, each customer record gains a Dependents tab under Users, where Add Dependent opens the add/edit Dependent window. The Users list also gains a Dependents column, immediately after Roles, listing each customer's dependents by name; customers with none show the usual empty value marker. Turn the setting off and the column is no longer shown.
How customers use it
Customers manage dependents from Account → Dependents, using Add Dependent and View / Edit Dependents. When booking a class, an attendee dropdown lets the customer choose whether to attend themselves or assign the spot to one of their dependents.
You can also collect dependent details through an Add Dependent intake form item. It creates the dependent when the customer successfully submits the form and can be shown or required based on another question. Configure the item and its rules inside the intake form; these settings toggles do not define conditional rules.
Two dependents already exist but cannot book the same class session? Check Admin → Settings → Reservation → One reservation per class. The limit applies to the primary customer account, including its dependents, not separately to each attendee. For ordinary class bookings, turn this restriction off and save to allow two dependents under the same account to book the same session. This change applies to all customer accounts. Enabling dependents alone does not override the restriction. If it is already off, check the actual booking error, class capacity and pass eligibility instead of assuming this switch is the cause.
Multiple reservations at once controls booking several future dates of a recurring class or course; it does not enable multiple people in one session. Do not enable overbooking to solve an account restriction. Class capacity and pass rules still apply. Booking cutoffs control when customers may book; they do not prevent duplicate bookings.
Choose which dependent fields to collect
Below the Customer dependents toggle is a list of the extra fields a dependent record can hold. Each row has its own switch, plus a Require button that stays unavailable until the field itself is switched on.
- Birthday — switched on by default. Switch it off if you do not collect birthdays, or mark it Require so a dependent cannot be saved without one.
- Custom field — switched off by default. Switch it on to add one extra detail of your own, such as School, Class or Allergy, and mark it Require if it must always be filled in.
When the custom field is switched on, a Label input appears under its row with EN and CN tabs. Enter the wording customers and staff should see in each language. A label in at least one of the two languages is needed before the customer settings can be saved; if both are left empty the field falls back to "Custom field". Labels, and the values entered against the field, are limited to 50 characters.
Your label is used everywhere the field appears: on the add/edit Dependent window in the admin, as a column in the Dependents tab of a customer record, in the customer's own Dependents list and edit screen, and on intake forms that collect dependent details.
Switching a field off only hides it. It no longer appears on the add/edit screens or in the lists and is no longer required, but anything already saved against it is kept and reappears if you switch the field back on. Remember to save after changing these settings.
