How do I make a dependent into an account manager?
The article demonstrates how to make a dependent an account manager within Opus1.io
A dependent is any client with an account manager. In some cases, the dependent is an adult who is having their lessons paid for by another adult. In order to make a dependent into an account manager so that they can manage their own accounts, follow these steps below:
1. Navigate to the dependent's profile and click the pencil edit icon on the top left
2. In the Account Managers section, click the (x) on the client's name to remove them as the account manager. Click 'Update'
3. If the client is already enrolled in lessons, be sure to go into their subscription to designate the ex-dependent as the primary payer:
Finally, scroll down and click 'Update' to save changes to the subscription.