Payments

Getting Started

• Step 1: Initial Setup
• Step 2: Build a Product
• Step 3: Going Live with Payments

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Building Your Products

• Create a Terms of Service Agreement on Recurring Products
• How To Create A Free Product
• What are “new client only” products?
• How to Market and Sell Product Bundles
• How to Market and Sell a Main Product + Add-ons (A.K.A. The Membership Approach)
• How to allow your clients to cancel their recurring products with self-cancellation

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Managing Sales and Creating Discount Offers

• What Determines the Start Date for a Client's Product?
• How to sell a product
• How to make a manual sale
• How to Offer Free App Trials with Discount Codes
• Creating Discount Codes
• Applying and removing discount codes

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Listing and Selling Your Product

• How to sell products on your Trainerize.me profile
• Can an existing client buy (self-purchase) a product on Trainerize.me?

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Automating content delivery and account setup

• How to Upsell by Sharing a Product Offer via Messaging
• Automating Content Delivery with Product Automation
• Membership Control: how to automatically deactivate clients with expired products or failed payments
• Does a client need a main product before they can buy an add-on?

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About Invoices and Transactions

• What Happens If a Client's Recurring Payment Does Not Go Through?
• When Are Clients Charged After They Purchase a Product?
• About Invoices
• Refund a Paid Invoice and Pending Refunds
• About Transactions
• How can I export my previous year's income for tax reporting?

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Fees and Security

• How to Protect Yourself Against Payment Fraud
• Security in Trainerize and working with Stripe
• What is Strong Customer Authentication (SCA)?
• How Explicit Consent is Making Paying On Trainerize More Secure

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Switching from Trainerize Pay to connecting your Stripe account directly

• Switching from Trainerize Pay to connecting your Stripe account directly
• Frequently asked questions regarding the payment gateway changing to Stripe

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FAQ and Troubleshooting on Payments

• Stripe Account Verification
• Payments Tab Reset: What You Need To Know
• When are my Stripe Payouts?
• Can I Pause a Client's Product?
• Stripe Integration: Available Countries Where You Can Accept Payments From
• How to Migrate from Paypal to Trainerize Pay

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