{"id":1314,"date":"2022-09-13T18:25:15","date_gmt":"2022-09-13T18:25:15","guid":{"rendered":"https:\/\/paperbell.com\/support\/?post_type=ht_kb&p=1314"},"modified":"2024-02-06T01:36:01","modified_gmt":"2024-02-06T01:36:01","slug":"the-person-paying-isnt-the-person-receiving-coaching-how-do-i-set-this-up","status":"publish","type":"ht_kb","link":"https:\/\/paperbell.com\/support\/knowledge-base\/the-person-paying-isnt-the-person-receiving-coaching-how-do-i-set-this-up\/","title":{"rendered":"How do I charge a third party for my client’s coaching sessions?"},"content":{"rendered":"\n

First, are you doing a couples or family session? If so, read our article on setting that up here<\/a>. <\/p>\n\n\n\n

Here’s how to navigate situations where one party receives coaching (appointments, content, etc.) and a different party pays for the coaching. <\/p>\n\n\n\n

Maybe you’re working in a business setting where a company or organization is covering the coaching. Maybe a parent is paying for a teen to be coached, or a mentor is gifting a coaching package to a mentee.<\/p>\n\n\n\n

In this situation, you’ll need to create TWO packages: the coaching package and the payment package.<\/strong>

The payment package<\/strong> is just for the payer <\/strong>without any appointments attached. To do this, disable appointments in the payment package.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

This package is only for the payer, so don’t include any communication or content intended for the person being coached.<\/p>\n\n\n\n

The coaching package<\/strong> is for the person being coached.<\/strong> Here’s how to create a package<\/a> if you’d like to make a new one, and set the price to zero<\/a>. <\/p>\n\n\n\n

If you’d rather use an existing package, either create a 100% off coupon code<\/a> for the coaching recipient to use or gift<\/a> them the package. <\/p>\n\n\n\n

Note: a gifted package will not<\/strong> include the contract-signing<\/a> step. If you need your client to sign a contract, use the coupon code method<\/a> instead.<\/p>\n\n\n\n

No matter which option you choose, be sure to wait until payment for the “payment package” has processed!<\/p>\n\n\n\n

<\/p>\n\n\n\n

keywords: gift card, business, corporate<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

First, are you doing a couples or family session? If so, read our article on setting that up here. Here’s how to navigate situations where one party receives coaching (appointments, content, etc.) and a different party pays for the coaching. Maybe you’re working in a business setting where a company…<\/p>\n","protected":false},"author":1,"template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[26],"ht-kb-tag":[],"class_list":["post-1314","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-faqs"],"yoast_head":"\nHow do I charge a third party for my client's coaching sessions? - Paperbell Support<\/title>\n<meta name=\"description\" content=\"First, are you doing a couples or family session? If so, read our article on setting that up here. 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