Getting Started with Optery for Family for Family Administrators

Optery allows you to protect unlimited family members, friends, and loved ones with Optery for Family. This guide will help you understand pricing, billing, and how to get started quickly.

How Pricing Works

Examples:

• You + 1 loved one → 20% off all plans
• You + 2 loved ones → 25% off all plans
• You + 4 or more loved ones → 30% off all plans

Billing and Plans

• Choose Monthly or Yearly billing.
• You can select different plan tiers for each member (Free Basic, Core, Extended, Ultimate).
• All family members must use the same billing term (Monthly or Yearly).
• Only active paid members are charged. Free Basic members are free.
• Initial charges may appear separately. Future renewal charges are combined into one charge.
• Any partial billing periods are automatically prorated.

How Family Plan Discounts Work

• Family Plan discounts are automatically applied across all family accounts.
• For example, with the 20% yearly discount, each plan costs $199 per year, but the system applies the combined $100 discount upfront. This means your family member’s first charge will be $149, which reflects $50 off your plan and $50 off theirs.
• After the first year, both accounts renew at about $199 per account, or $398 total per year. Renewal charges are combined into a single charge billed to the Family Admin, and any family members added mid-cycle are automatically prorated to match the Family Admin’s billing date.
• All discounts are applied automatically. If you ever have questions about your billing, please reach out to us at support@optery.com

Get started in less than 5 minutes

1. Log In or Sign Up

• Log in at https://app.optery.com/login
• No account yet? Sign up at https://app.optery.com/signup

2. If you want coverage with a paid plan, navigate to the Accounts page and ensure you've added a valid payment method:

• Adding a payment method is not necessary if everyone will remain on the Free Basic tier.

3. Navigate to the Manage Family page and click "Invite Member"

4. Enter your covered family member's details, select a plan, and then click "Invite Member".

5. After clicking "Invite Member", your family member will receive an email invitation to complete their sign up and activate their account. After your family member completes their signup, they will receive their initial Exposure Report, and if you upgraded them to a paid plan, opt out processing will start within 1-2 days (usually the same day). You can learn more about the Optery for Family covered member onboarding experience here.

6. Each month or year, depending on your billing term (i.e. Monthly or Yearly), your payment method will be charged for family members with an active paid plan. Family members you've invited, but have not yet activated will incur no cost. Family members on the Free Basic account tier will also incur no cost. You can change plan tiers, and add and remove family members at any time, and you will only be charged for active family members on a paid plan.

7. Repeat the steps above as necessary to add more family members.

8. If you have more questions about Optery for Family, we'd love to talk with you. Just send us note at support@optery.com we'll follow up with you right away.

Updated on: 23/02/2026