Set Up Billing for a Child and Parent

This example shows how to set up a child who trains at your school while a parent or guardian manages communication and payment. A member profile, contact relationship, membership, payment method, and subscription each serve a different purpose.

1. Add the child as a member

Create a profile for the child using the usual Add a Member steps. Enter the child’s own details and birthday so staff can identify the correct profile.

2. Link the parent or guardian

1. Open the child’s profile and select Contacts.
2. Choose New Contact, or link the parent if they already have a member profile.
3. Enter or confirm the parent’s contact details and select Parent or the appropriate relationship.
4. Turn on Can Manage if the parent should act on the child’s behalf.
5. Turn on Receive Communications if the parent should receive messages sent to the child.
6. Save the contact.

These settings do different things: Can Manage controls access on the child’s behalf, while Receive Communications includes the parent in communications. See Contacts for details.

3. Enrol the child

Open the child’s Memberships tab and assign a membership in the correct program. Confirm the program, level, status, and start date.

A membership records the child’s enrolment. It does not create billing by itself.

4. Set up who pays

If you will collect payment through Kanri, first connect your school’s Stripe account and create a billing plan and price. Then add a payment method from the child’s Billing tab:

1. Choose Add Payment Method.
2. Enter a recognizable label.
3. Select the parent in Bill To.
4. Choose an available setup method, such as an email link or connected terminal.
5. Ask the parent to complete the card setup, then confirm the method appears on the child’s profile.

Kanri does not ask staff to enter the parent’s card details into the admin form. The Email Link and Collect via Terminal setup options collect cards. See Add a Payment Method for the full instructions.

5. Create the subscription

From the child’s Billing → Subscriptions area, create a subscription using the appropriate plan and price. Select the saved payment method if Kanri should collect automatically. Confirm that the selected method belongs to the intended payer, and review the start and first payment dates before saving.

The subscription belongs to the child’s member profile, even when the parent is the payer. A subscription and membership are separate records, so confirm both exist if the child needs enrolment and billing.

Optional: add a one-time charge

For a one-time registration or equipment fee, create an invoice for the child instead of changing the recurring subscription price. Check the receipt email and line items before sending or collecting payment.

Example summary

For a child named Sam Rivera taking Junior Karate, the school creates Sam’s member profile, links Sam’s parent as a contact with the right permissions, assigns Sam a Junior Karate membership, then creates the tuition subscription on Sam’s profile with the parent’s payment method selected as Bill To.

Next steps

• Add a contact
• Assign a membership
• Create a subscription
• Review a member’s billing