Step 3: Going Live with Payments

Going live with payments in Trainerize will allow you to accept payments for the products you sell to clients.

 

For those of you who have enabled and set up payments after December 18th, 2020, you are likely a user of Integrated Payments. See how to go live with Integrated Payments. 

For those of you who have enabled and set up payments prior to December 18th, 2020, you are likely a user of Trainerize Pay. See how to go live with Trainerize Pay

 

Going Live with Integrated Payments

To go live with your payments, you'll need to connect to a third-party payment gateway like Stripe. Stripe is currently the default payment gateway in Trainerize. 

 

1. Start Set Up in Trainerize

  1. Click Setup in the Payments left navigation menu.
  2. On the Setup page, under Stripe, click Sign up and Connect.
    Set_up.png

  3. In the next dialog pop-up, click Set Up Payments to set up your Stripe account. 
  4. There is a small cost of $7 USD per month to use integrated payments within Trainerize. If you haven't yet enabled integrated payments yet, click Subscribe.

Screen_Shot_2020-12-16_at_6.12.11_PM.png

 

2. Set Up Stripe Account

  • You will be prompted to set up and connect your Stripe account. Complete the set up.

Note: If you have an existing Stripe account you can enter the same email. A new Stripe account will be created and will connect to Trainerize for a seamless integrated payment experience within Trainerize. Your existing Stripe account will not be impacted nor connected to Trainerize. 

 

Screen_Shot_2020-12-16_at_6.16.12_PM.png

 

  • On the Bank Account Information screen, provide bank account details for where to deposit your money.

Screen_Shot_2020-12-16_at_6.38.43_PM.png

  • On the Customer Statement Information screen, fill in your descriptors.
    • Statement Descriptor: Choose the descriptor that will appear on your clients' credit card statements
    • Shortened Descriptor: Provided a shortened descriptor of your business name in the event you would like to add dynamic suffixes to provide more description of a purchase. The description will include the suffix and shortened description.
  • On the Verification Summary screen, confirm your information and click Submit.
  • Your Stripe account is now pending verification and once it has been approved, you will be able to accept live payments. 

 

Payment Processing Status Flow

There are two main statuses for Trainerize Pay: Live and Not Live.

  • When Not Live, no payments will be processed and you will not be able to sell any products.
  • After going live with Trainerize Pay, the Not Live status may switch to Live: Verification Required. In this case, you can process transactions, but you will not be able to receive bank payouts until you provide additional required fields.
    • While in the Live: Verification Required state, if you wait more than 7 days to verify your account, your payment processing may become paused (the Live status will change to orange). To fix this, provide the additional fields required. If this does not resolve the issue, please contact our Trainerize Help Center.
  • Providing additional verification information will change your account status from Live: Verification Required to Live: Pending Approval. No more action is required on your part. While waiting for final verification, you can continue to process payments and sell your products to your clients, and payments received will be paid out to your bank.

Once verified, your account will change from Live: Pending Approval to Live: All systems go! The payments setup process is finished.

Additional Verification Required

After setting up and going live with Trainerize Pay, there may be additional information required to verify your account depending on your country. You will be notified in Stripe in-app via a banner. Please follow instructions from Stripe to verify your account. 

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Available Countries

Trainerize Pay is currently available in 37 countries! Please refer to the list below to see if your country is available.

During the Initial Setup, you will be prompted to select a country and currency of your choice. Please be careful at this step as you cannot change these details in the future. 

Country Available Currency
Australia  AUD
Austria  EUR
Belgium EUR
Bulgaria EUR, BGN
Canada CAD, USD
Cyprus EUR
Czech Republic EUR, CZK
Denmark EUR, DKK
Estonia EUR
Finland EUR
France EUR
Germany EUR
Greece EUR
Hong Kong HKD
Hungary EUR, HUF
Ireland EUR
Italy EUR
Japan JPY
Latvia EUR
Lithuania EUR
Luxemburg EUR
Malaysia MYR
Malta EUR
Netherlands EUR
New Zealand NZD
Norway EUR, NOK
Poland EUR, PLN
Portugal EUR
Romania EUR,  RON
Singapore SGD
Slovakia EUR
Slovenia EUR
Spain EUR
Sweden EUR, SEK
Switzerland EUR, CHF
UK GBP
USA USD

 

 

Going Live with Trainerize Pay

  1. Click Setup in the Payments left navigation menu.

  2. On the Setup page, click the Go Live button in the top-right corner and hit Continue on the pop-up
    Go_Live_button.png

  3. In the next dialog pop-up, choose which type of bank account to connect to Trainerize Pay (personal or business) and hit Continue.

  4. On the Personal / Business Information screens, provide information to verify your account, then click Continue:
    • For personal bank accounts, information like date of birth and home address will be required.
    • For business bank accounts, information like business tax ID and business address will be required.

  5. On the Bank Account Information screen, provide bank account details for where Trainerize Pay will deposit your money, then click Continue.
    Going_Live_Bank_info.png

  6. On the Statement Descriptor screen, choose the descriptor that will appear on your clients' credit card statements, then click Continue.

  7. On the Review and Accept Fees screen, please review the transaction and monthly fees, then click Accept and Turn On.

  8. If successful, the dialog will show a confirmation message. The Setup page will refresh and your account will show as Live in the top-right corner.

 

Payment Processing Status Flow

There are two main statuses for Trainerize Pay: Live and Not Live.

TZ_Pay_Status_Chart.png

  • When Not Live, no payments will be processed and you will not be able to sell any products.
  • After going live with Trainerize Pay, the Not Live status may switch to Live: Verification Required. In this case, you can process transactions, but you will not be able to receive bank payouts until you provide additional required fields.
    • While in the Live: Verification Required state, if you wait more than 7 days to verify your account, your payment processing may become paused (the Live status will change to orange). To fix this, provide the additional fields required. If this does not resolve the issue, please contact our Trainerize Help Center.
  • Providing additional verification information will change your account status from Live: Verification Required to Live: Pending Approval. No more action is required on your part. While waiting for final verification, you can continue to process payments and sell your products to your clients, and payments received will be paid out to your bank.

Once verified, your account will change from Live: Pending Approval to Live: All systems go! The payments setup process is finished.

 

 

Additional Verification Required

After setting up and going live with Trainerize Pay, there may be additional information required to verify your account depending on your country. We will notify you via banner messages on the Overview and Payment Setup pages, and through in-app notifications.

  1. If additional information is required, go to the Setup page in Payments and click on the Verify button in the verification banner near the top of the page.
  2. On the Payout Verification page, fill in the required fields and click Save.
  3. On the Setup page, the Live status subheader should automatically change from "Verification Required" to "Pending Approval" / "All systems go!".


Note: If a piece of photo ID is required, provide a photo or scan of a government issued photo ID (e.g. passport, driver's licence).

 


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