How 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.

Navigate to the “Account” tab.

Access “Customize Platform” on the left side bar.

In the “Create or delete labels for custom payment methods” field, enter your custom labels.

Scroll down and save.

Navigate to the “Clients” tab.

Hover over the gear icon next to the client and select “Group Memberships” from the fly out menu.

In this example we will add the client to a group.

Select a life time group to add the client to.

Choose the price for the client.

Select Payment.

Select “Pay with other” option.

Select the custom payment option you created in step 3.

View the purchase summary.

Confirm and proceed with the charge.

The additional payment method option can also be found when charging a client for a plan. Navigate to the “Workouts” section.

Click on the “Assign Additional Workout Plans” button.

Choose a workout plan.

Proceed to charge for this plan.

Enter the price.

Continue to Select Payment Method.

Select the “Pay with other” option.

The option to select a custom payment method from the dropdown list is available. You can also create a new payment label from here by clicking on the “Create new payment label” link.

Enter a name for the new custom payment method.

Save the created labels.

Select “Pay with other” option.

The label you just created should now be available in the custom payment method name drop down list.

Confirm and proceed with the charge.

Complete the charge and assignment process.

The same options are also accessible when charging a client for a one time package and when charging for a product.

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.

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