Do you wish the Child to Inherit the Parent Membership?
If the child contact should inherit its membership from the parent:
- Setup a relationship of type Location. See Contact Relationship Types for instructions on setting up your relationships.
- Assign this relationship type to the Child
Do you wish the Child to have a stand alone membership, paid for by the Parent?
- When adding the parent/child relationship, do not select a relationship of type Location. Exception: If the child is to inherit the membership from the parent AND have a stand alone membership, select a relationship of type Location.
- When adding a membership to the child, select the parent as the billing contact, the parent email address and the parent address.
- Invoices will still "belong" to the child, but will be delivered to the parent.
Additionally, if you wish the parent to be able to view the child invoices in the Info Hub, enable Allow Info Hub Users To Access Related Contacts Invoices under Setup > Finance > General Settings.
Do you wish the Child to have a stand alone membership that the child is responsible for paying for?
- When adding the parent/child relationship, do not select a relationship of type Location. Exception: If the child is to inherit the membership from the parent AND have a stand alone membership, select a relationship of type Location.
- When adding a membership to the child, select the child as the billing contact, the child email address and the child address.
Do you need to change a relationship type and update the contact relationships?
Follow the steps to change/edit the relationship type and then update the existing relationship in the Contact Relationship Types article.