Pay on Acct for Someone Else
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C
CHAD STEWART
We have clients who put money on their account as a credit and they at time like to pay for other clients so a way to pay from the client with money on acct to the client who is booked in.
Phorest Product
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HI EMILY WELDON Mike Messenger,
For situations where a client who does not have an appointment wants to pay for another clients appointment you can do the following:
- Click pay on the appointment
- On the purchase screen click the "X" that appears in the top right hand corner next to the client card button. This will clear the client details
- Search for or select the client that wants to pay for the appointment
- Pay using the account or any payment type you would like
This functions similar to group bookings where you will see "(Paid by {client name})" in the appointment history for the client who was paid for by someone else.
If a client who has an appointment wants to pay for other clients who have appointments you can do this by using the shift key, there is a short article on that here: https://support.phorest.com/hc/en-us/articles/360016348960-How-do-I-pay-for-check-out-more-than-one-client-at-the-same-time-Group-Booking-
I hope that helps, please do let me know if I've missed the mark
Seán
Mike Messenger
Our previous software allowed us to check-out a client on account of another customer. This can happen where children are booked in or handy when checking out several clients simultaneously for one person to pay.