Family Members Management

Store measurements and preferences for multiple family members under a single customer account. Perfect for households where you serve multiple people.

Family Members List

Family members under a customer profile

What are Family Members?

Family Members allow you to link multiple individuals to one customer account:

  • Shared Billing - One account holder for the whole family
  • Individual Measurements - Each person has their own measurement profile
  • Order Tracking - See which orders belong to which family member
  • Simplified Management - Manage an entire household from one place
Common Use Case

A father creates an account and adds his wife, sons, and daughters as family members. All orders are billed to him, but each person has their own measurements stored.

Adding Family Members

  1. Open Customer Profile - Navigate to the main customer account
  2. Go to Family Members Tab - Click on the Family Members section
  3. Click "Add Family Member" - Open the creation form
  4. Enter Details:
    • Full Name
    • Relationship (Spouse, Son, Daughter, Parent, etc.)
    • Gender
  5. Save Family Member - The profile is created and linked

Managing Measurements

Each family member can have their own measurement profiles:

Adding Measurements

  1. Open the family member's profile
  2. Go to "Measurements" section
  3. Update Measurements value, It will be saved automatically
Measurements Form

Measurement entry form for a garment

Using Measurements in Orders

When creating an order for a family member:

  1. Start creating a new order
  2. Select the main customer account
  3. Choose which family member this order is for
  4. Their saved measurements automatically populate
  5. Review and adjust if needed
  6. Complete the order

Order History per Family Member

Track orders individually for each family member:

  • View complete order history per person
  • See measurements used in past orders
  • Track preferences and repeat orders

Editing Family Members

Update family member information as needed:

  1. Open the family member's profile
  2. Click "Edit Details"
  3. Update name, relationship, and gender.
  4. Save changes

Deleting Family Members

If a family member should no longer be linked:

  1. Open the family member's profile
  2. Click "Delete"
  3. Confirm delete
  4. The family member will be removed from the customer's profile

Note: Family member with existing orders cannot be permanently deleted to maintain order history.

Best Practices

✓ Use Clear Relationship Labels

Clearly identify the relationship to avoid confusion when multiple family members have similar names.

✓ Keep Measurements Updated

Especially for children, remember to update measurements periodically as they grow.

✓ Use Family Members for Shared Accounts

If multiple people in a household are ordering, using family members keeps everything organized under one account.

Frequently Asked Questions

Can the main customer also be a family member?
Yes! If the customer is also getting clothes made, add them as a family member with relationship "Self". This allows you to store their measurements separately while keeping billing centralized.
How many family members can I add?
There's no limit on the number of family members per customer. Add as many as needed - spouses, children, parents, siblings, or anyone else whose orders should be linked to this account.
Can I transfer a family member to another customer?
Currently, family members are tied to the customer account they were created under. To move a family member, you would need to recreate their profile under the new customer and manually transfer any relevant measurements or order history.
What happens if I delete a family member?
Family members with existing orders cannot be deleted to preserve order history. You can edit their details or create a new family member if information has changed significantly.

What's Next?

Now that you understand the basics, explore these features:

Customer Management

Managing customer accounts and contact information

Learn More →
Orders Management

Creating orders for family members with saved measurements

Learn More →
Garment Configuration

Setting up measurement fields for different garments

Learn More →
7 min read
Duo Dev Technologies

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