To manage the client payment details: subscriptions tab within your fitness business management software platform, follow the instructions below.
This guide provides an overview of the client payment details tab. You will learn how to navigate payment options, modify subscriptions, update billing settings and more.
1. Select Client
Select a client from the list of accounts.
2. Payment Details Tab
Click the “Payment Details” tab to access the client’s payment information and subscriptions.
3. Access Subscription Options
On the client’s subscriptions, click on the indicated area to reveal subscription management options.
4. Pause Subscription
Select “Pause Subscription” from the menu.
5. Select Pause
Select either Full Pause or Partial Pause. Partial pause requires a coupon code
6. Access Calendar
Click on the calendar icon in the “Pause Subscription On” date field.
7. Select Pause Start Date
Select the date that the subscription pause should start. Leave the field blank for an immediate pause.
8. Enable Auto Freeze/Unfreeze
You can enable to automatically freeze the account when the subscription is paused and automatically unfreeze when the subscription is resumed. When an account is frozen, they can not sign in or use the account.
9. Resume Subscription Date
Click on the calendar icon in the “Resume Subscription On” date field and then select the date that the subscription pause should end from the calendar. Leave this field blank if the pause is indefinite.
10. Settings
Enable “Update Billing Cycle Date” if you would like to update the billing cycle for the date when the subscription is resumed.
11. Select Charge Option
Select the charge behavior when the subscription is resumed. You can choose to not charge when the subscription is resumed or to charge the full amount when resumed. The option to credit the user for unused time is also available.
12. Confirm Subscription Pause
Click “Pause Subscription” to finalize pausing the client’s subscription.
13. Return to Subscription Options
To Resume a paused subscription, select “Resume Subscription” from the subscription options menu.
14. Resume Subscription
Make any changes and click “Resume Subscription” to reactivate the client’s subscription.
15. Return to Subscription Options
Select “Change Payment Plan” from the options.
16. Change Payment Plan
Select a new payment plan to modify your current payment plan.
17. Update Proration Behavior
Select a proration behavior.
18. Date of Change
Update group if applicable and select the date of change.
19. Update Payment Plan
Click “Update Payment Plan” to save changes.
20. Return to Subscription Options
Select “Edit Coupon” from the subscription options.
21. Enter Coupon
Enter your new coupon code.
22. Update Coupon
Click “Update Coupon” to save changes to the selected coupon.
23. Return to Subscription Options
Select “Edit Taxes” from the subscription options menu
24. Open Edit Taxes Section
Click “Edit Taxes” to modify tax percentages applied to your account.
25. Enter New Tax Percentage
Enter a new tax rate.
26. Update Tax
Click on “Update Tax” to save the change.
27. Update Tax Settings
Click “Update Tax” to confirm the new tax percentage.
28. Return to Subscription Options
Select “Manage Commissions” from the subscription options menu.
29. Manage Commissions
Make changes to existing commission settings.
30. Add Commission Trainer
You can also add a new commission trainer.
31. Enter Details
Enter commission details to assign a new trainer.
32. Save Commissions
Click on “Save Commissions” to save changes.
33. Confirm
Confirm commission setting.
34. Open Report View
Back on the client’s subscriptions, scroll down and click on “View Report” to see a detailed Subscriptions report specific to your client.
You have successfully managed the client payment details by navigating subscription options, pausing and resuming subscriptions, updating coupons, taxes, payment plans, and billing cycles.
