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Third Party Payers - Corporate Discount Programs
Third Party Payers - Corporate Discount Programs
Seanalee Greenough avatar
Written by Seanalee Greenough
Updated over 4 years ago

Many studios offer programs to local companies and organizations. The zingFit third-party payer system looks to achieve three goals in helping studios manage these programs.

  1. Grant access to studio classes for program employees/members

  2. Properly attribute revenues to program classes

  3. Gain reporting to accurately invoice for employee/member usage

Setup

FOR EACH PROGRAM, Set up a new Series to be used for payment (Admin > Scheduling/Retail ... + Add Series). Configure the following settings:

-Set the series price equal to the average price the organization plans to pay the studio per booking ... this amount will be used to calculate attendance revenue per class and this will be used as an estimation against expected Provider revenue.

-Set the Tax to Non-taxable.

-Under Booking Options, choose Yes for Hide In Register in the case the studio would prevent studio staff from selling this Series.

-Make sure to keep the Series offline so that website customers cannot purchase it.

FOR EACH PROGRAM, Create new Third Party Payer Group (Admin > People > Groups/Memberships ... + Add Group)

Configure the Group

-Add a Name to the Group

-Set Membership Based On to Third Party Payer

-The system will create a randomized alphanumeric Activation Code but this code does not have a function for these types of programs.

-Click No for Restrict to API (this prevents customers assigned to this group from booking for free from the studio website)

-Click Next

Select the Series created in the previous step and click Add. This Series will be assigned to bookings by this Provider. Reporting on this Series will offer an accounting of booking revenues attributable to the Provider.

Adding a customer to the Group

Participants are added via the Booker. Find the Customer, click on the Info tab and add the customer from the Group down-down at the bottom of the form.

Reporting

There are three (3) good ways of looking at activity from a third party payer

  1. Reporting > Sales by Payment Type. Once an activity is generated using the third party payer account, a separate line item will appear and display a revenue total. Studios can drill down into a report that lists each session.

  2. Reporting > Attendance with Revenue. Filter by Series used to book program sessions.

  3. Reporting > Series Summary. Drill down into the Series used to book program sessions.

Accepting Payment

When you are ready to invoice the third party payer, you will need to do this outside of zingFit. We currently do not offer a means to invoice a third party via our system.

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