Within our Workout Software, you have the ability to include an additional payment method option for clients.

This guide will walk you through the process of adding an additional payment method option for clients for one time purchases.

1. Account

Navigate to the “Account” section.

Account

2. Customize Platform

Access the “Customize Platform” tab from the expanded menu.

Customize Platform

3. Custom Payment Method Labels

In the “Custom Payment Method Labels” field, enter your custom label.

Custom Payment Method Labels

4. Save

Scroll down and save.

Save

5. Clients

From the menu, click on the “Clients” tab.

Clients

6. Select Client

Select a client.

Select Client

7. Group Memberships

Access the client’s group memberships.

Group Memberships

8. Add to Group

In this example we will add the client to a group. Click on the “Add to Group” button.

Add to Group

9. Select Group

Select a life time group to add the client to.

Select Group

10. Items in Bag

Click on the bag.

Items in Bag

11. Proceed to Checkout

Proceed to checkout.

Proceed to Checkout

12. Select Payment Method

Select the payment method label you created in “Step 3” and click on “Review Order”.

Select Payment Method

13. Charge

Initiate the charge and complete the transaction.

Charge

14. Workouts

Access the “Workouts” tab.

Workouts

15. Assign Workout Plan

Assign a workout plan to a client.

Assign Workout Plan

16. Select Plan

Click the plus icon next to the plan you want to assign.

Select Plan

17. Items in Bag

Select the item in the bag.

Items in Bag

18. Proceed to Checkout

Proceed to the checkout.

Proceed to Checkout

19. Add Type

In this example, we will add a new payment method label from here. Click on “Add Type” to continue.

Add Type

20. Enter Payment Method Label

Enter the new payment method label and click on “Add”.

Enter Payment Method Label

21. Select Payment Method

Back on the select payment method screen, select the newly created custom payment method.

Select Payment Method

22. Review Order

Review the order details.

Review Order

23. Charge

Initiate the charge and complete the transaction.

Charge

24. Packages

The same options are also available when charging a client for a one time package.

Packages

25. Products

Also when charging for a product.

Products

26. Other Revenue

You can view the additional payment methods in the “Other Revenue” column on reports such as the Location Revenue report and the Service and Packages report.

Other Revenue

This guide covered adding a new payment method option when charging clients for one time purchases.

How to Include an Additional Payment Method Option for Clients