On the Account you'll find three fields, though you may need to adjust your page layouts to place them where you'd like.

1. Member Status: a badge that displays automatically.
2. Latest Account Membership: a field that displays the latest Benefit Level and the Type (Household vs Individual) across all Contacts in this Account.
3. Latest Membership Expiration: the expiration date of the latest Membership across all Contacts in this Account.

On the Contact you'll find four fields, though you may need to adjust your page layouts to place them where you'd like.

1. Member Status: a badge that displays automatically.
2. Latest Contact Membership: a field that displays the patron's latest Benefit Level and the Type (Household vs Individual).
3. Latest Membership Expiration: the expiration date of the latest Membership that covers (or covered) this patron.
4. Member Role: whether the patron is the Main Contact (aka the purchaser) for their Membership, or an Associated Contact on a Household Membership (a Contact who is covered by a Household Membership but who was not the buyer).

In the header in PatronManager Box Office, the Member Status badge appears automatically for any Ticket Order associated with a Contact who has the badge. Any discounts they receive via their Benefit will also apply automatically.

Click here to learn more about badges in PatronManager Box Office.

It depends on your organization and what you mean by Family Memberships! Consider the following limitations. PatronManager Household Memberships cannot:

• Limit the number of Contacts
• Nor specify number of adults vs children
• Nor track the names of specific covered members

Nope! If you sell a “Silver” Membership and have two versions, one individual and one household, you will need separate Benefit Levels (and Price Levels), for example:

• Silver - Individual ($100)
• Silver - Household ($150)

Yes! You can change the Membership Type (from Individual to Household or vice versa) on a Benefit Level at any time. Making this change will add badges/perks to additional Contacts in an Account overnight (or remove them, depending).

Nope! Think of the Benefit as the record of the Membership as a whole - the type, level, and expiration, as well as a way to track the total perks for that Membership. Having separate Benefits means they would each have separate perks, which wouldn't be shared across the membership as a whole - in other words, you'd have two Individual Members who get two comp tickets each, rather than one Household Membership which includes four comp tickets.

Separate Benefit records also make renewals very complicated. With one Benefit record, it's easy to see when a membership is renewed, and which new Benefit it's tied to. That in turn makes it much easier to track expiration dates, upgrades/downgrades over time, and more.

You can still use Household Memberships!

If you had previously been manually creating extra Benefits for additional Household Members (using a Benefit Level with the Individual Membership Type), you may wish to create a new Benefit Level for Household Memberships you sell going forward, and leave your existing setup in place for current members. Otherwise you may inadvertently double the number of discount or comp tickets your existing members receive.

You should also use a little care when reporting on member renewals during any period of overlap. With multiple Benefit Records per household, it can be a little tricky to tell which are expired and which have been renewed (see the previous FAQ). Use the "Latest Membership Expiration" fields on Contact and Account to help you out.

For an Individual Membership, only the Main Contact gets automatic discounts. For a Household Membership:

• All Contacts in the Account get automatic discounts via PatronManager Box Office
• All Contacts with Portal access get automatic discounts via Portal

Note that Discount limits are per Membership (per Benefit record), and are shared between covered Contacts.

If you use PatronPortal, all covered members with a Portal login get Member Access for presales and/or VIP seating as defined by their Benefit Level.

Portal user logins are created automatically only for the Contact who purchases the Membership. This is intentional, since Portal logins carry a cost: if you wish to grant access to additional Contacts in the Account, you'll need to do that manually. If you choose to manually enable additional Portal users, all Household Members will receive the appropriate perks.

The Main Contact (the membership purchaser) and their Account will always receive a Member Status badge, for both Individual and Household Memberships.

For Household Memberships, all Associated Contacts (in other words, all other Contacts in the Main Contact's Account) will also receive a Member Status badge.

Those badges appear in the Box Office automatically, and on Contact and Account pages automatically, though you may need to adjust your page layouts to see them.

Badges update on a nightly basis, so changes and purchases/renewals take effect the next day.

Immediate:

• Portal login (Main Contact only)
• Automatic Discounts
• Member Access (via Portal)

Overnight:

• Badges
• Informational fields on Account and Contact