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Help a customer pay for someone else, e.g a child or a friend

Updated today

It is very common for people to turn up with family or friends and wish to pay for everyone's entries to a center.

In Clava this is easy to do, providing everyone has created an account, or in the case of minor's - they have been added to a parent or guardians account - for specific details on that see the article How to add a child/family member to your account.

To pay for someone else's entry in a single transaction:

  1. Navigate to POS from the left hand menu of Clava

  2. Add the required number of passes, packs or subscriptions/memberships to the cart

  3. Once added to the cart the following steps can be undertaken:

    1. Assign a customer to the order, by clicking on 'Add Customer' under 'Cart'

    2. Search for an existing customer or add the new customer details

    3. With the customer loaded, you can then choose to:

      1. '+ Assign to all' which will assign both the cart transaction and any products to the one customer

      2. '+ Add to order only' which will add them to the transaction order but not to any products in the cart

    4. In our instance we want to add '+ Add to order only'…

  4. We can see that the customer has been added to the order, but the Single Entry passes have yet to have anyone assigned to them, we do this by:

    1. Clicking on the round icon of a person with the + icon as shown below

    2. In the pop up window that next appears, search for an existing customer, or create a new one from within the same window)

    3. Assign the customer to either all the items or to just the single item (pass) by clicking on '+ Assign'

    4. You will see the newly assigned customer to the item (pass) - along with indications as to the status of their waivers and competencies, repeat the above steps to continue assigning the remainder of the passes

Finally, once the assignments have been completed, click on 'Checkout' to continue to payment.

Important notes:

Check whether Auto-checkin is enabled - it may be that auto check-in is not required at this time for all passes in the cart.

Waiver and competencies
If adding in new customers via the POS/Cart then it is highly likely their waivers and Competencies statuses will be showing as requiring resolution - once dealt with, recall the parked transaction - however, you may need to remove the impacted individuals and reassign them to the item in the cart, if either status is still affected.



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