What Determines the Start Date for a Client's Product?

When selling products to clients using the Stripe Integrated Payments add-on, the start date of the product can vary depending on how the product was sold to the client. This article explains the differences between client self-purchases and manual sales, and how these affect product start dates.

 

Client Self-Purchase

When a client self-purchases a product (through a product link/checkout link, Trainerize.me webpage, or by sharing a product offer in-app), the start date of the product is determined by the settings you configured during product setup.

When creating a product, you will set the start date for the product as shown below:

Screenshot 2024-05-15 at 5.02.39 PM.png

 

Manual Sale

When performing a manual sale to existing clients in your account, you have the flexibility to choose a specific start date for each sale. This allows you to customize the product start date to fit the client's needs, overriding the default product start settings indicated earlier. 

 

Screenshot 2024-05-15 at 5.01.39 PM.png

 

Remember: Product automation (i.e. automating content delivery, programs, adding clients to groups, etc) depends on how you have set up your product automation settings. For more details on setting up and managing product automation, refer to the following help article: Product Automation - Automating Content Delivery and Meal Plan PDFs on Purchase of a Product

 

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