Each client has one unified account that’s shared across every Child location connected to the network Parent. If a client visited or made a purchase at another location, you can find their account using Network search — even if it’s their first time visiting your location.

Anytime you need to consult a client's account for any reason (new account, update client info, purchase-related, childcare, etc.,) check the Network first to see if they've been to another location first. This reduces duplicate accounts.

1. Go to the Clients tab and click Network.

2. Type in a search field, or combine search fields to locate matching client accounts.

3. Click Search to view the results.

4. Refer to the following sections in this article for next steps, (i.e., New account or view account).

From Clients>Network:

When you create a new client account, it's added to your local Clients tab. When other locations search for this client using the Network search, the new client account will appear and can be viewed (and updated) from the Clients tab at their location.

1. Go to the Clients tab and click Network.

2. Use the search fields and Search to ensure there's no matching results.

3. If no matching results, click New account.

4. Enter an email address for the new client account.

5. If the email address is already linked to another account, you may see:

6. If the email address isn't linked to any other client account, enter their details, and then Create account.

7. If the First or Last name matches an existing record in the Clients tab at your location specifically, a pop-up will show whether there are potential duplicates. Click to View potential duplicates.

8. If you include an email when creating the account, the client will automatically receive an account activation request at that email address. See our FAQ for more info on account activation.

1. Go to the Clients tab and click Network.

2. Enter search details and click Search to view the results.

3. To view an account from the results, click View account to open the client's account in the Clients tab

4. Next, you'll land on the Account Members in the client account.

5. You'll need certain permissions to perform different actions in the client account.

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Once in the client's account, there's lots more to do! See below for how to...

In Account members, view the profile of each member in the account and update their personal information, which is shared across the network and visible to all locations in the network when they search in the network and View the account.

For more on Account members, see this article: Client account management.

Go to Clients>Client billing to view client transactions (invoices, payments, credit memos, refunds, statements, and reconciliation)in the local Clients tab (made at your location).

For more on client billing, see here: Client account management.

Go to Clients>Client Billing and use the dropdown to select the location(s) you have permission to view.

Upcoming payments is where to consult planned recurring billing payments (by credit card, by bank account), installment payments, and postdated physical checks. Based on the upcoming payment type (and permissions), you may:

For more on upcoming payments, see here: Upcoming payments.

In Client billing, you can add a purchase if you want to buy something in the store on the client's behalf. This redirects you to the store and impersonates you as the client.

You can also add a manual invoice (i.e., custom extra fee) using the Operations menu > Create invoice. To find out more about custom extra fees, see this article: Custom items - extra fees & rebates.

Clients>Purchases provides the list of items purchased by each account member, and easy access to invoice information.

With permission, it's possible to see the Purchases made at another location.

For more on Purchases, see this article: Client account management.

Registrations in the client account is a one-stop shop for admins to answer questions about the status of ongoing registrations and memberships for everyone within the account, at your location only, or all locations in the network (depending on the Parent settings).

For more details on Registrations in the client account, see this Help Center article: Client account management.

1. What permissions do I need to use Network Search and manage clients?

2. What is an account activation and when is it sent?

3. How do I resend an account activation?

4. How do I add or correct a client's email before sending an activation request?

5. How do I search for a corporate account?

6. Do I need to use Network Search with Access Management?

7. What data syncs automatically across all locations?

Admin permissions are required to use Network Search. Some permissions are optional, based on the tasks you need to perform.

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Once a client activates their account, they can log into Amilia, register or buy items from any SmartRec store, and manage their household information and purchases within their Amilia account.
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If a client didn’t receive or deleted their activation email:

You can search for corporate accounts with Network Search.

Corporate accounts can only be viewed if you have permission within the branch they were created. They won’t be added to the Clients tab of your branch.

You may only create a Corporate account in the Clients > Account subtab, by clicking Operations and then + Add new corporate account.

The Access Management feature allows admins to check-in clients manually or with a scanner.
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​Network Search is built into Access Management, meaning if an admin uses the Visitor check-in field, it will automatically return any clients across all child organizations (i.e., locations) that are connected to the network Parent based on their Name, Amilia ID, Phone number or Membership Number.

For example, if an amount is owed at any other location in the network, this is visible when scanning a member. You can block access if there's a balance at any location connected to the network.

Certain data updates sync automatically across all branches: