Family Members in MemberHub Part 2 – Help Sections

This is the second post in a short series explaining the features and benefits around MemberHub’s Family Members functionality. If you’re wondering why we’re doing this, read this.

The first step we took in our redesign of Family Members was to add some detailed help. The built in help pages in the application are a great first resource to check when you have a question. There is a now a new page titled Setting Up Your Family. In this help page we discuss:

  • Adding new family members
  • Managed records
  • Associating family members with hubs
  • Sharing calendars with family members

New-to-MemberHub

We also tried to reach into the minds of our users to anticipate when they might have a question about the family members section and we therefore put links to the different sections of this help article in the Family Members area.

managed-records-help

Next, we turned our attention to adding new family members. What we realized is that while we had made it simple to add a family member, the small popup dialog did not leave us enough room to explain the implications around entering an email address for the new family member or setting them up as a family admin. Now when you click the Add button, you get a dedicated page to this process where we take the opportunity to explain a  few things.

We’ll wait for the next post to explain the details of adding new family members. I know the anticipation hurts, but stay tuned. In the meantime, you might take 3 minutes out of your day to read the Setting Up Your Family help section. You might be surprised at what you have available in MemberHub that you didn’t even know was there.