How do I charge a client when adding them to a plan?

Within our workout software built for personal trainers, you have the ability to charge a client when adding them to a plan.

Starting from the “Clients” tab on your Dashboard, follow the step-by-step instructions below to learn how to use this feature.

charge plan

Step-by-Step Guide:

Step 1: Hover over the gear icon and select “Workouts” from the fly-out menu.

client workouts

Step 2: Click on the “Assigned Week Plans” tab.

assign tab

Step 3: Click on the “Assign Additional Workout Plans” button.

assign button

Step 4: Select a plan from the “Assign Additional Workout Plans” drop-down list.

select plan

charge plan

Step 6: Enter the price to charge for the plan.

enter price

Click on the “Select Payment Method” button.

Step 7: Select the payment method and click on the “Confirm Charge” button.

confirm

Now, you can charge a client when adding to a plan!

Updated on February 5, 2021

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