Dependent beneficiaries

A Beneficiary is a person who receives the service but depends on one or more responsible Users (guardians, account holders or tutors). This is common when the person is a minor or doesn’t manage their own account. The responsible person is the one who pays, receives the notifications and sees the beneficiary’s information from their account.

Beneficiary details

When you register them you save their first and last name, date of birth, grade, their responsibles and their allergies. The details of each field are in Manage members.

Relationship with the responsibles

In the form’s Responsibles section you add one or more responsibles with Add Item. For each one you choose:

• Responsible: a User of your Organization (searched by name or email).
• Relationship: Mother, Father, Guardian, Responsible, Self (the same person), Partner or Relative.

Note

Each responsible must already exist as a User of your Organization (see Users). You can’t add the same responsible twice to a beneficiary. When you create a subscription for a beneficiary, the User who pays is automatically added as a responsible.

A guardian who signs in to Inspow only sees the beneficiaries they are responsible for.

Beneficiary statuses

Status	Meaning
Active	The normal status.
Inactive	Marked as inactive by your team; it is kept with its history.
Archived	Removed from day-to-day operations with Archive; it is restored with Reactivate.

Allergies and health information

In the Health section you record their allergies. Each one has a name (required), an optional severity (Low, Moderate or Critical) and notes. Allergies show up as a warning on the list card (“1 allergy”) and in the profile’s Health tab.

Caution

Health information is sensitive. Collect and handle it in accordance with the applicable data protection regulations and limit access to the staff who need it.

Depending on your sector

• Schools and food services: underage students in the care of parents or guardians.
• Gyms and clubs: children of members enrolled by a family member.
• Academies: students whose payments and communication are handled by a guardian.
• Clinics: patients represented by a caregiver or legal guardian.

Tip

Use the list’s Status filter and the allergies filter to periodically review inactive beneficiaries or those with allergies and keep your records up to date.