Class drop-ins and gift cards are the only items a client can purchase for another client. If you'd like to have a client pay for another client's enrollment, depending on the circumstances, you can follow one of the two workarounds. You can add the purchasing client (the client who is bringing the guest) before or after completing any of the below steps.
Purchaser is Present with Credit Card or Enrollment Has Payment Plan
Purchaser is Not Present or Purchaser Would Like to Use Their Stored Credit Card
Purchaser is Present with Credit Card or Enrollment Has Payment Plan
Select Enrollment Schedule
Choose Buy Now
Add the guest as a client if they are not added to the system already
Select Continue
Add the purchaser's credit card as a payment method
Select Save to complete the sale
Purchaser is Not Present or Purchaser Would Like to Use Their Stored Credit Card
If the purchasing client would like to use their card on file or if you need to use the purchaser's card on file because the purchasing client is not present.
The below steps can not be used if the enrollment has a payment plan.
If your enrollment pay rate is percentage based follow these steps
Add the guest as a client if they are not added to the system already
Once you've created the client profile, under their profile go to the Overview Tab
If your enrollment pay rate is percentage based, you want to checkout the guest using account credit. If checkout the guest and just discount the amount to 100%, then payroll will be incorrect.
Scroll down and select Adjust Balance
Choose Issue a credit to client account and enter the cost of the enrollment into Amount
Enter the Reason for adjustment then choose Save
Select Enrollment Schedule and choose Buy Now
Search the for the guest client and add them to the ticket and choose Continue.
Select Collect account balance for your payment method then select Save
Next, we need to charge the purchasing client (the client who is bringing the guest)
Go to the purchasing client's profile, scroll down and select Adjust Balance
Choose Charge amount to client account, then enter the cost of the enrollment into Amount
Enter the Reason for adjustment and choose Save
Select Pay balance and enter the cost of the enrollment into Payment amount
Choose a payment method and select Save
If you have not already added the purchasing client, be sure you add the purchasing client to the enrollment.
If your enrollment pay rate is not percentage based follow these steps
Select Enrollment Schedule
Choose Buy Now
Search for the guest client's profile or if you have not already added them as a client, create their profile and add them to the ticket
Choose Continue and select Apply promo code or discount
Under Give Discount choose 100%
Choose Apply and checkout the client by selecting Save
If you have not already added the purchasing client, be sure you add the purchasing client to the enrollment.