---
title: How do I swap an account owner and beneficiary?
description: Has a parent accidentally been registered for their child's classes, or mixed up their details? Here's how to put them right and make sure the correct person is signed up
---

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# How do I swap an account owner and beneficiary?

## Has a parent accidentally been registered for their child's classes, or mixed up their details? Here's how to put them right and make sure the correct person is signed up

### What's the difference between an account owner and a beneficiary?

In Thrive4, an account owner is the person responsible for managing an account, including making bookings, keeping details up to date, and making payments.

A beneficiary is someone linked to that account, such as a child attending classes or participating in club activities.

**Note:** If a contact manages the account for their own membership or classes, they're considered both the account owner and the beneficiary.

Sometimes, these details can get mixed up during registration. For example, a parent/guardian might add their child's details instead of their own when creating the account, or sign themself up to the class without adding their child at all.

To keep records, registers, medical information, and communications correct, you may need to move details and products around when this happens.

**Tip:** Share our [Member guide: How to create your Thrive4 MemberHub](https://help.thrive4.com/create-your-thrive4-account?hsLang=en) account with new users having trouble with the sign-up process.

 

### Scenario 1: Parent signed up instead of their child

If no [age restrictions](https://help.thrive4.com/age-restrictions?hsLang=en) are in place, parents may mistakenly book themselves onto a class or membership instead of adding their child as a beneficiary, and making the booking for them.

![](https://help.thrive4.com/hs-fs/hubfs/image-png-Nov-12-2026-04-13-22-0272-PM.png?width=359&height=309&name=image-png-Nov-12-2026-04-13-22-0272-PM.png)

In this scenario, their child will need to be added to the account then the class, and the parent removed from the class.

**Adding the beneficiary**

Once you've received the details of who will actually be attending, you can link them to the existing account owner:

- Navigate to **Contact management \> Contacts**
- Click 'Add contact' \> 'Contact' in the top-right corner
- Under 'Personal details', add the beneficiary's first and last name, and date of birth

![](https://help.thrive4.com/hs-fs/hubfs/image-png-Nov-12-2026-04-22-00-2375-PM.png?width=397&height=265&name=image-png-Nov-12-2026-04-22-00-2375-PM.png)

- Ensure they are not responsible for payments 
    - This will be done automatically if the new beneficiary is under 16

![](https://help.thrive4.com/hs-fs/hubfs/image-png-Nov-12-2026-04-23-20-5117-PM.png?width=398&height=183&name=image-png-Nov-12-2026-04-23-20-5117-PM.png)

- Under 'Guardian details' provide the account owner (parent/guardian)'s details exactly as they are on the existing account 
    - This ensures the system links the new profile to the existing account
    - You can copy and paste from their contact record

![](https://help.thrive4.com/hs-fs/hubfs/image-png-Nov-12-2026-04-26-59-3031-PM.png?width=401&height=344&name=image-png-Nov-12-2026-04-26-59-3031-PM.png)

- Untick ‘Send invite’
- Click 'Create'

Once you've done this, you should now see the beneficiary account, correctly linked to the account owner.

**Adding the beneficiary to the product(s)**

You can now correct any incorrect registers or membership records by ensuring the right person is in the right place.

From their contact record, click 'Actions' \> 'Add to' \> 'Product' and add them onto any subscriptions or classes as needed.

From here you can also add them into any groups and squads.

![](https://help.thrive4.com/hs-fs/hubfs/image-png-Nov-12-2026-04-39-38-6631-PM.png?width=605&height=397&name=image-png-Nov-12-2026-04-39-38-6631-PM.png)

If the account owner has already paid when mistakenly making the booking under their own name, or has a pending payment in process, you'll likely want to add them in for free.

For further guidance, see our full guide to adding contacts to products: [How do I add a contact to a product?](https://help.thrive4.com/how-do-i-manually-add-people-to-products?hsLang=en)

**Removing the account owner from the product(s)**

Finally, open the account owner's contact record, and use the three dots in the 'Active products' section to remove them from any products their beneficiary (child) has been added to.

![](https://help.thrive4.com/hs-fs/hubfs/image-png-Nov-12-2026-04-59-07-5988-PM.png?width=670&height=396&name=image-png-Nov-12-2026-04-59-07-5988-PM.png)

For further guidance, see our full guide to removing contacts to products: [How do I remove people from products?](https://help.thrive4.com/how-do-i-remove-a-person-from-a-product?hsLang=en)

That's it - their account setup and any product associations are now correct.

 

### Scenario 2: Child is listed as the account owner

![](https://help.thrive4.com/hs-fs/hubfs/image-png-Aug-25-2026-08-21-01-0884-AM.png?width=670&height=151&name=image-png-Aug-25-2026-08-21-01-0884-AM.png)

A parent or guardian may enter their child's details as the account owner when signing up, possibly alongside their own date of birth, as the signup form prevents anyone under 16 being listed as the account owner, or own email address.

![](https://help.thrive4.com/hs-fs/hubfs/image-png-Nov-12-2026-05-13-19-3431-PM.png?width=419&height=279&name=image-png-Nov-12-2026-05-13-19-3431-PM.png)

**Amending the account owner details**

Firstly, update the account owner's details to that of the parent, or whoever will be managing the account.

This can be done from their contact record, just click the pen icon in the 'Details' section to update anything incorrect.

![](https://help.thrive4.com/hs-fs/hubfs/chrome_N8NhIBUbdS-gif.gif?width=670&height=475&name=chrome_N8NhIBUbdS-gif.gif)

**Adding the beneficiary**

Now that the account owner's details are correct, you can link the child as a new benficiary

- Navigate to **Contact management \> Contacts**
- Click 'Add contact' \> 'Contact' in the top-right corner
- Under 'Personal details', add the beneficiary's first and last name, and date of birth

![](https://help.thrive4.com/hs-fs/hubfs/image-png-Nov-12-2026-04-22-00-2375-PM.png?width=397&height=265&name=image-png-Nov-12-2026-04-22-00-2375-PM.png)

- Ensure they are not responsible for payments 
    - This will be done automatically if the new beneficiary is under 16

![](https://help.thrive4.com/hs-fs/hubfs/image-png-Nov-12-2026-04-23-20-5117-PM.png?width=398&height=183&name=image-png-Nov-12-2026-04-23-20-5117-PM.png)

- Under 'Guardian details' provide the account owner (parent/guardian)'s details exactly as they are on the existing account 
    - This ensures the system links the new profile to the existing account
    - You can copy and paste from their contact record

![](https://help.thrive4.com/hs-fs/hubfs/image-png-Nov-12-2026-04-26-59-3031-PM.png?width=401&height=344&name=image-png-Nov-12-2026-04-26-59-3031-PM.png)

- Untick ‘Send invite’
- Click 'Create'

Once you've done this, you should now see the beneficiary account, correctly linked to the account owner.

**Adding the beneficiary to the product(s)**

You can now correct any incorrect registers or membership records by ensuring the right person is in the right place.

From their contact record, click 'Actions' \> 'Add to' \> 'Product' and add them onto any subscriptions or classes as needed.

From here you can also add them into any groups and squads.

![](https://help.thrive4.com/hs-fs/hubfs/image-png-Nov-12-2026-04-39-38-6631-PM.png?width=605&height=397&name=image-png-Nov-12-2026-04-39-38-6631-PM.png)

If the account owner has already paid when mistakenly making the booking under their own name, or has a pending payment in process, you'll likely want to add them in for free.

For further guidance, see our full guide to adding contacts to products: [How do I add a contact to a product?](https://help.thrive4.com/how-do-i-manually-add-people-to-products?hsLang=en)

**Removing the account owner from the product(s)**

Finally, open the account owner's contact record, and use the three dots in the 'Active products' section to remove them from any products their beneficiary (child) has been added to.

![](https://help.thrive4.com/hs-fs/hubfs/image-png-Nov-12-2026-04-59-07-5988-PM.png?width=670&height=396&name=image-png-Nov-12-2026-04-59-07-5988-PM.png)

For further guidance, see our full guide to removing contacts to products: [How do I remove people from products?](https://help.thrive4.com/how-do-i-remove-a-person-from-a-product?hsLang=en)

That's it - their account setup and any product associations are now correct.

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