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Overview
The Relations feature in CORE lets you link two clients so one can pay for the other. This is helpful for families, couples, or training partners who want one person to cover the payments for both.
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Prerequisites
Before you begin:
- You need at least two active client accounts
- You must have admin access to edit client profiles or process sales
- Know which client will be the payer and which will be the recipient
Step-by-step instructions
Step 1: Set up the relationship between two clients
- Go to the Clients section and open the profile of the first client (payer or recipient)
- Click the Client Information tab
- Click Edit, then scroll to the Relations section
- Search for the other client by name or email
- Select the correct client and click Save
- Repeat the steps from the second client’s profile to create a two-way relationship (optional but recommended)
Tip: Setting the relation both ways lets either client pay for the other in flexible booking or sales scenarios.
Step 2: Use the relation in a new sale
- Go to Payments > New Sale
- Click Add Client and choose the client who is receiving the membership or package
- A dropdown will appear showing their related clients
- Select the related client who will be paying
- Complete the sale — the payer’s payment method will be charged
✅ You’ll see a label showing “Paid for by” in the client record after completing the sale.
Step 3: Add relations during a new sale
If you didn’t pre-set the relation in the client file:
- From the New Sale screen, click Add Client
- Then click Add Relations
- Search for the second client and select them
- This links them temporarily for the sale and also stores the relation in their profiles
Expected outcome
Once set up, one client can pay for another’s services — either manually through CORE or automatically during a sale — with clear visibility on who is paying for whom.
FAQs
Q: Can one client pay for multiple other clients?
A: Yes — you can link one client to several recipients using the Relations feature.
Q: Does the relation allow shared bookings too?
A: No — for booking shared sessions, use the Bookabuddy feature instead.
Q: Can clients manage this in the app?
A: No — this must be managed from CORE by a staff member.
Still need help?
Reach out to our support team via [email protected]
