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Create and Manage Family Groups

Learn how to create and Manage Family Groups in Topo, including creating groups.

When to use this

Use this article when you need to create and Manage Family Groups in Topo. The main staff surface is Staff > Family Groups, member profile. It is written for Front Desk, Managers.

What this covers

  • Creating groups

  • Adding/removing members

  • Primary payer

  • Relationship labels

  • Household plans

  • Family check-in

Before you start

  • Open Staff > Family Groups, member profile.

  • Use a staff role that can view or edit members for the action you are taking.

  • Check the selected location when reviewing front-desk access. Some member lists and check-in options are filtered by recent visits or location-scoped access.

  • Use the member profile as the source of truth for contact details, access, waivers, notes, payment methods, and account credit.

Steps

  1. Open Family Groups or the relevant member profile.

  2. Create the group and choose the primary payer when applicable.

  3. Add guardians, dependents, and other household members with accurate relationship labels.

  4. Review household plan eligibility and included members before selling or switching access.

  5. Use family check-in to check in present members together while still resolving blockers person by person.

What happens after saving or completing this

  • Topo saves the record in your gym account and updates the related staff screens.

  • Member-facing visibility, checkout behavior, access, email delivery, inventory, or reports may change depending on the workflow.

  • Review the affected profile, checkout, signup page, report, or audience before considering the task complete.

Common issues and fixes

  • A profile exists but the member cannot enter: profile data alone does not grant access. Review the access card, waiver card, and blocker messages.

  • A member cannot be archived: primary payers and active billing relationships may need to be moved or cancelled first.

  • A duplicate profile appears likely: compare email, phone, date of birth, family group, and recent activity before editing or archiving either record.

Related articles

  • Search for a Member

  • Understand Customer Access

  • Resolve Check-In Blockers

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