Membership profiles
Before you start, open these. They are both under Members in the menu: Membership Profiles and Memberships.
Can’t find one? It may be turned off for your business, or your account may not be allowed to open it. Ask the person who set up your FeePrime. They can fix both.
A membership profile is a person inside a membership. It answers: who is actually taking part?
Why profiles exist
One membership can cover several people.
A family joins, and four people use it. A business takes a company membership, and six staff take part.
Without profiles you have two bad choices. Everyone shares one login, so you cannot tell who did what. Or you sell four memberships to a family that only wanted one.
A profile has a name, sits under a contact, and one of them is marked default. Every member gets a Primary profile automatically, so a member who never thinks about any of this still has one and nothing looks odd.
A profile belongs to the person, not to the membership
This is the part worth understanding.
A profile is attached to the contact. It is not attached to the membership record.
So profiles survive renewal. A membership runs out, and a year later the member comes back and renews. Their profiles are still there, with everything attached to them.
If profiles had been attached to the membership instead, renewing would have wiped a whole family’s history.
What gets attached to a profile
Anything that belongs to a person rather than to whoever pays.
Course progress is the clearest example. In a family membership, each person’s lessons and scores are their own. That only works because progress is attached to the profile.
Password on a profile
A profile can have a password. Then only someone who knows it can switch into that profile.
The reason is ordinary. In a shared family membership, one person’s activity should not be casually opened by someone else.
Be clear about what this is, though. It is good manners, not real security. Everyone in the house already has the membership login.
Members make their own profiles
Members create and manage profiles themselves, on your public pages, using their own login. Your staff do not make them.
That split is the right way round. You decide how many profiles a membership type allows. The member decides who those people are.
Try it
On staging.feeprime.com, give a member a membership type that allows several profiles. Create two of them from the public side and switch between them. Then do a course lesson as one profile, and check that the other profile’s progress has not moved.