> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myfundingmachine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# When someone else paid

> Onboard a client when the person who paid and the person running the business are different people.

Sometimes one person pays for the account and a business partner runs it. The partner
then submits the onboarding form and books the kickoff call under their own contact,
so the onboarding card on the payer's contact never sees them. Both are legitimate.
Work the client from the payer's card; you never need a generic override.

In this guide, the **payer** bought the subscription and the **Operator** runs the
business day to day.

## Who is who

* The payer stays the account holder: the subscription, billing and the onboarding
  card stay on the payer's contact. Don't move them to the Operator.
* The payer completes identity verification (KYC). Never select **Same person · Link**
  for two different people; that confirmation attests they are one person. See
  [Review an identity name difference](https://docs.myfundingmachine.com/staff/identity-name-review.md).

## Get through New — Paid

Open the payer's client in **Admin → Onboarding**.

1. **Onboarding form submitted.** Enter the date the Operator submitted the form in
   the row's date field and choose **Save to CRM**. It saves to the CRM field
   **Onboarding Form Submitted** through the usual audited save. The date can't be in
   the future. To fix a saved date, choose **Edit** on the row, then save a new date or
   choose **Clear date**. Clearing it leaves the requirement unmet.
2. **Compliance call booked.** Choose **Record kickoff call**, then use **Record
   manually** on the kickoff call: enter the start date and time and a reason, such as
   *Held with the business partner under their own contact*. A kickoff recorded with a
   past start and a reason meets this requirement and the kickoff attendance date in
   the same save. The row reads **Call recorded · entered by staff**, never verified,
   here and on **Compliance call attended** after the move. Booking reminders to the
   payer stop once both dates are saved.
   See [Book and record onboarding calls](https://docs.myfundingmachine.com/staff/onboarding-booking.md#attendance-and-manual-records).

Record onboarding call 2 the same way from its call control later. Where the process
allows, mark it **Not needed** instead.

## In the CRM

* Add the Operator as a user on the client's account so they can sign in and work.
* Close any duplicate onboarding cards created under the Operator's contact, with a
  note that points to the payer's card.

## Messages and notes

Automated onboarding emails and texts go to the payer, because the onboarding card is
on the payer's contact. Coordinate with the Operator in the client's Slack channel so
nothing is missed.

Leave a note on the client explaining the arrangement: who paid, who runs the
business, and that the form and kickoff were recorded by hand.


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