Configure two client profiles with relationships so that one client pays for all the transactions of their relation(s). For example, a parent can pay for all the transactions of their children. When a parent is assigned as a payer for a child, the child’s auto-payments and purchases will be charged to the parent’s default payment method, such as a credit card or ACH account.
Key tips before you begin
When a client with an assigned payer buys a Purchase Option (drop-in or recurring), both clients receive a record of the Purchase Option on their client profile Passes & Memberships page. This also applies to any Purchase Options that are transferred from a client to a payer.
The payer receives a record of the Purchase Option for payment tracking.
The client receives the Purchase Option which can be used at the business.
By default, all auto-payments are billed as separate transactions, even if the assigned payer owns the same Purchase Option as the related client.
For example, if a parent and child both have a membership that is automatically renewed on the same day, two transactions are charged to the parent’s credit card.
To combine all auto-payments scheduled for the same day into a single transaction, set the Combine payments for clients that pay on behalf of other clients in a single payment option to ON in the Auto-Payment Rule section of your store settings.
If a client has their transactions paid for by another client, they will still receive the Billed to Account notification after a purchase has been made.
Assign payment to a relationship client
To assign payment to a relationship client:
On the Top Nav Bar, click Search
and enter the client’s information, then select the client's name.
On the side menu, click Profile Details.
In the All transactions for this account paid by list, select the related client who will make payments for this client.
If related clients already have a payer set up for their accounts, their names are not displayed on this list.
If the list is not displayed, the client is already set up as a payer for other related clients and cannot have a payer assigned for them.
Click Update Account.