How to: Merge a Member into another Members Account

This is also the process on how to add a separately booked pass for a companion into the paid members portal. 

1.  Get the member numbers for both users. In my example, member Dylan Healey, needs to be added to IT Adult's (15046721) account.
   If they are unable to provide their member number you can search by the other fields, though it may be more difficult to find the user. 
   
   
2. Search for the member who needs to add the other member. Each user should have two entries, an Annual Pass type and a Puffing Billy Railway type 
   
   If there are more than two entries because a member # was not used, you can use the ParentCard number under an Annual Pass type to match the Member # of the online account. 
   

   

3. Right click the member that has a type of Puffing Billy Railway and select Properties
   
   
   
   
4. Go to Associate Cards and select Add Family Member
   
   

   

5. Search for the members number you need to add and click OK
   

   

   
   
6. If you go back to Associate Cards you will now see the member added to the account. Hit Apply 
   

   
   
   

   
   
7. When the "parent" user IT Adult logs into the portal, they can now see the new member. If the customer is already logged in and cannot see it, get them to refresh the page.