Person receiver

Person receivers represent an individual who receives the service — not necessarily the account holder paying the bill.

Typical uses

• Self booking — the customer can add themselves as a receiver in one step when relationship is set to “Self” in the customer portal
• Child or dependent in a family booking
• Student or attendee in a class
• Patient in a clinic
• Guest named on a group appointment

Common attributes

Fields shown in admin and portal depend on your configuration, and commonly include:

• Display name
• Date of birth (where collected)
• Contact phone or email (optional)
• Next of kin (name and phone, where collected)
• Link to the owning customer profile

Enable person receivers

Under Settings → General → Capabilities, ensure Person is enabled among receiver types.

How to add a person receiver

1. Open Receivers or Customer detail → Receivers.
2. Click Add receiver → Person.
3. Enter name and any configured fields (date of birth, contact details, next of kin, etc.).
4. Save.

How to edit

Open receiver detail or edit from the list. See Manage receivers.

Related

• Receivers overview
• Manage receivers
• Customer receivers