What is "Self-pay" and how do I configure the setting?

Self-paying is a term used to describe someone who chooses to pay for himself or herself instead of letting another person to pay for them.

In iconnect360, a customer can opt to pay for themselves (self-pay) or they can elect their spouse, parents, siblings, friends, or employer to pay for them.

For examples:

• A mother who wants to pay for her 5-year-old son's swimming lessons.
• A husband who wants to pay for his wife's Yoga classes.
• An employer who wants to pay for his employee's gym membership.
• A daughter who wants to buy a gym membership for her dad as a Christmas present.

To change the Self-pay setting for an existing customer:

1. Go to the customer's page.

2. Select Change Payment Method in Payments tab.

3. By default, the Self-pay is Yes. If a customer wants to let someone else to pay, select the toggle button to change it to No.

4. If you change the Self-pay toggle button to No and if the payer is not an existing customer, you need to enter the new payer's name, payment method, bank or credit card details, e-mail address, house address, and phone number. If the payer is an existing customer with direct debit payment details, the payer's information will be populated in the form.

5. Verify the payer's details and select Save Changes.

Notes:

1. Our system can only accept one payer's information at any one time.
2. All existing and future payments will be borne by the new payer.
3. The Self-pay feature is available in all products signups including the online booking signup and online membership signup. 
4. When your customer has signed up for a new product, the direct debit authority will show the new payer’s information. The new payer needs to sign the debit authority form which contains the payer's payment details.

Related article

• How do I change a customer's payment details/method?
• How do I add a new customer?
• How do my customers sign up for a booking or membership online?