Share a block card between two customers

With a family account, multiple customers' bookings can be managed from one account, with one email address. However, each customer must have their own product (block card, subscription, etc.) to register for a class.

So, they cannot share the same block card. If they still want to share one block card, here is a solution. Follow the steps:

In the example below: Magdalena has a block card with 10 credits, and she wants to share it with Magdalena Junior, so they each have 5 credits.

STEP 1:

• Go to Magdalena Junior's profile in the menu customers

• Click on the shopping cart or Sell Service (in the Products tab):

• Select the block card of 10 lessons.

• Click on the pencil to change the credits on this block

• Magdalena has already paid for the block card, so you give the card to Magdalena Junior for free, at a 100% discount:

• Change the number of units on the block card (5 units instead of 10 in the example). Optionally you can also set the start and end date of the block card.

• Add a reason (not visible to customers) and save

• Select the payment method Cash

• Click Without (creates the invoice but doesn't send it per mail or prints the pdf or bon) to complete. 

STEP 2:

• Go to Magdalena's profile (the person with the original block card) and then the Products tab.

• Click on the 3 dots > Edit   next to the block card (in our example the 10-visits block card): 

  

• Change the number of credits (to 5 credits, for example)

• Enter a reason (visible only to yourself, to remember the change) and save: