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Manage gifts between customers
Manage gifts between customers

This training aims to enable you to manage the invoicing of customers who want to give each other gifts.

Kevin Bagayoko avatar
Written by Kevin Bagayoko
Updated over a week ago

Let's take the following example: customer A wants to offer customer B a 10 course card at 195€.

1st Step: Bill customer A.

Customer A is the one who pays, she is the one who should have a bill on her bsport account.

To do this, in the search bar, search for client A > Click on "Invoice" > Select the 10 lesson card > Click on "Add to invoice" > Click on "Payment".

Choose the payment method > Click on "Add this payment" > Click on "Save".

2nd Step: Create a relationship between Client A and Client B.

On the customer file of customer A > Click on "Relationships".

Click on "Add a relationship".

Search for customer B in the search bar.

Determine the relationship between Client A and Client B. Then click on "Save".

Step 3: Share the lesson card.

Click on Client B in the Relationship tab. Then click on "Share a lesson card".

Choose the lesson card you want to share, then click on "Share".

Click on "Share".

If you need more information of passes, see this article !

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