Creating Relationships

AXIS Martial Arts can only use an email address once. This is an important consideration when adding leads or students to your school.

If you are adding a lead or student who is under 18, you will have to create a relationship to the parent or guardian. This relationship can then be used for multiple students (e.g. 2 or more siblings in a family, or it could be an adult student who also has their child training with them).

Let's show you how...

1. Go to the Student's Profile.
2. Click the Add Relationship button.
3. Input the relationship details (First Name, Last Name and Email Address are mandatory).
4. Select a Relationship type.
5. Select the relevant tags.

• Main Contact - this relationship will receive all communications related to the student (you can have up to two main contacts).
• Emergency Contact - who to contact in case of emergencies.
• Family Member - this will make it easier to organise family-related information efficiently.
• Bill Payer - this will serve as the main contact and owner of a paid membership. All communications, including billing, updates, and inquiries, will be directed to the bill payer.
   

Note: If you are using Stripe, Debit Success or Free memberships, you should also select the Bill Payer tag. This will allow you to quickly select them as the bill payer at the start of the membership process. 

Here is how to select a relationship that has already been added...

If you are adding students who are siblings and you want them to share an email address, you will have to create a relationship to the parent/guardian for the first lead or student, then when you create the sibling you will have to select the parent/guardian relationship you have already created.

1. Go to the Student's Profile.
2. Click the  Add Relationship button.
3. Search for the relationship's name in the Browse Existing field.
4. Select the relationship.
5. Select a relationship type.
6. Select the relevant tags.