MBO: Assign a Relationship Type to Customer Profile

Performed by Leadership, Manager, and GSR. Please reference this support article to learn how to assign a relationship type to a customer profile within MBO.

1. Login to MBO with the appropriate credentials. 
2. Once in MBO, head to the global search bar and search the customer to assign a relationship type too. For reference, a relationship type is used to assign a relationship for one customer profile to pay for or support another customer profile. For example, a parent profile assigning a relationship type with a child.
3. Once in the customer's profile, select Relationships. 
4. Under the Relationships tab, select Assign. This will prompt a new window to search for the customer name and select what type of relationship. 
   
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5. Search customer to add relationship to. If customer does not have a profile, select Add new client. 
   
6. Once a customer has been assigned to the relationship, there are multiple dropdown options:
   1. Customer B (customer added in step 4) is the inferred primary relationship of/for Customer A (initial customer). 
   2. Customer B is the inferred secondary relationship of/for Customer A.
   3. Customer A is paid for by Customer B.
   4. Customer A pays for Customer B. 
   5. Customer B is the parent/guardian of Customer A. 
   6. Customer B is the child of/for Customer A. 
   7. Customer B receives auto emails with Customer A. 
   8. Customer A referred Customer B. 
   9. Customer A was referred by Customer B. 
   10. Customer B shares a membership with Customer A. 
   11. Customer B shares pricing option with Customer A. 

Select the appropriate relationship from the drop down. Select

Note: There may be more than one relationship necessary for a customer profile. For example, a parent with multiple children.