Creating Products

Once you enabled payments through the app, you can create packs of sessions and direct debits to charge your clients and keep track of your payments. Learn here how to create your products in the app.

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Pack of sessions

Step 1

1. Create a new product

In the billing section, tap the button or the + icon in the top right corner to create a new product.

Step 2

2. Fill out the form

Enter all the details and the price you want to charge your clients. Note that there's a 3.45% fee per transaction so keep that in mind when setting the price.

Step 3

3. Select pack type

Select the type of pack you want to create, either for 1:1 or group sessions. This allows the app to keep track of your clients' payments and notify you when they're running low on sessions.

Step 4

4. Create the product

Tap the button to create the pack. Once finished, you'll return to your list of packs.

Step 5

5. Editing a pack

Select the pack you want to edit from your list.

Step 6

6. Edit the pack's details

You can edit any detail except for the type. Once you're done, tap the button. Note that all fields need to be filled out.

Direct debits

Step 1

1. Create a new product

In the billing section, tap the button or the + icon in the top right corner to create a new product.

Step 2

2. Fill out the form

Enter all the details and the price you want to charge your clients. Note that there's a 3.45% fee per transaction so keep that in mind when setting the price.

Step 3

3. Select pack type

Select the type of direct debit you want to create, either for 1:1 or group sessions. This allows the app to keep track of your clients' payments.

Step 4

4. Create the product

Tap the button to create the direct debit. This might take a moment as the app needs to communicate with Stripe. Once finished, you'll return to your list of packs.

Step 5

5. Editing a product

Select the product you want to edit from your list.

Step 6

6. Edit the pack's details

You can edit any detail except for the type. Once you're done, tap the button. Note that all fields need to be filled out.

Melony from PT Mate

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