Assigning payment to a family member

Clients can choose to be responsible for their family members’ transactions (e.g., a parent pays for all of their child’s transactions). This means all auto-payments and purchases will be charged to the responsible client’s default payment method (default credit card or ACH). Additionally, one family member can pay for multiple family members.

If a client buys a Purchase Option and a family member is paying for their transactions, both family members will have a copy of the Purchase Option in their client profile; however, the paying family member’s copy cannot be used and is for payment tracking only. See Viewing a client’s account information to see the Purchase Option details in each client’s profile.

Before you can assign payment, you must first add family members to a client profile.

NoteIf a client’s transactions are paid for by a family member, that client cannot pay for other family members’ transactions.

NoteBy default, each family member’s auto-payments for their membership or session pass will be charged as separate transactions (e.g., a parent and child both have a membership, so two transactions will be charged to the parent’s credit card). To combine all auto-payments into a single transaction, see Enabling auto-payment rules.

NoteIf a Purchase Option with auto-payment is transferred from a client to the family member responsible for their transactions, two records of the Purchase Option will be in the responsible family member’s profile. For example, a parent pays for a child’s transactions. The child purchases a membership and transfers it to the parent. The parent will have two copies of the Purchase Option in their client profile: one for payment tracking only and the usable copy.

To assign payment to a family member:

  1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
  2. In the list of clients displayed, click the client’s name.
  3. On the side menu, click Profile Details.
  4. In the All transactions for this account paid by dropdown list, select the family member who will make payments for this client.
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