Sub-customers and the customer qualification form

Sub-customers and the customer qualification form

To manage the "sub-customers" feature, go to the Settings - My Activity menu. This feature allows your customer to rent a product on behalf of a relative (child, spouse, family member or third party) while remaining the main customer responsible for the booking and payment. Renting to a sub-customer is only available in the back-office for now. On the front-end, your customer must complete a qualification form associated with a category. If you have not yet activated the feature, click on "Activer les sous-clients" If you wish to collect information about your customers and sub-customers, select a qualification form. The qualification form will need to be completed for each member linked to your customer's account (i.e. for the customer themselves and their sub-customers). To understand how to configure a customer qualification form, follow steps 6 to 18 of this tutorial.

Sub-customers and the qualification form on the customer profile in the back-office

To manage sub-customers and qualification form responses for a specific customer, go to their Customer page in the back-office. A "Sous-clients et qualification" block is now displayed at the very bottom. The customer's qualification form is displayed above, and sub-customer management is handled in the section below. When you add, edit or modify a sub-customer, Access all their information in the same pop-in:

• Their personal information: First name, Last name, Date of birth
• Their answers to the qualification form

Sub-customers and the qualification form in the customer account on the front-end

On the front-end, a customer can manage their sub-customers and complete the qualification forms for each one from the "Sous-clients" tab. NB: your customer can also answer their own qualification questionnaire from the "Informations personnelles" tab.

When you add, edit or modify a sub-customer, Access all their information in the same pop-in:

• Their personal information: First name, Last name, Date of birth
• Their answers to the qualification form

Sub-customers and the qualification form in the back-office booking flow

In the quick rental flow by item, if you have activated sub-customers and the qualification form, you can click on the customer field to assign an item to the main customer or to one of their sub-customers, creating as many sub-customers as needed. Then select the right person from the dropdown list. Click on the pencil icon ✏️ to view/edit the qualification form answers for the selected person.

In the standard flow, select the beneficiary for each rented product at the cart summary stage (payment step). If beneficiaries are activated, you can choose the beneficiary to whom each product quantity applies. As in the quick flow, if there are multiple quantities, there will be as many dropdown lists as there are beneficiaries. When you add, edit or modify a sub-customer, You also have access here to their personal information in addition to the qualification form answers.

Customer qualification on rentals

Once the rental has been created, access the customer qualification details via the corresponding button. The "Qualification client" pop-in groups together the information of all customers who benefit from this rental.