Simplifies the billing process by allowing coaches to generate a payment link for any published package and share it with the client via email. The client can then access the public payment page straight from the email.
How to create a payment link and send it to the client
You can access the Create Payment Link button from either the Package Analytics page or the Client Overview page.
From the Package Analytics page:
From the Client Overview page:
2. Click on the Create Payment Link button and fill out the details to customize your payment link email.
Under the 'Due Date' section, you can set how many days the payment link will remain valid for the client. By default, it’s set to 5 days from the date the link is sent.
You can change the due date to 7 or 12 days from the date the payment link was sent to the client.
Before sending, you also have the option to click “Preview Email” to see exactly how it will appear to your client.
3. Click the “Send Payment Link” button to email the payment link to your client. Once sent, a pending invoice will be automatically created and shown under both the “All Invoices” and “Pending” tabs.
View purchase details
When you click on “Purchase Detail” from a pending invoice, a pop-up will appear showing the client’s information along with the invoice details for the selected package.
Once the client starts the trial or completes the purchase of the package, the Purchase Detail section will update to reflect the transaction, including the payment due date and package information.
Message client
If the client has successfully signed up for Everfit, a Message Client button will appear in the invoice record, allowing you to start a chat with them instantly.
Resend the payment link
To resend the payment link to the client, simply click on the Resend Payment Link button from either the Purchase Details view or the Invoice index view.
Before resending the email, a pop‑up appears that lets you update the payment link’s due date if necessary.
Cancel invoice
You can cancel an invoice from the Purchase Details view or Invoice index page.
Once you confirm the cancellation, the invoice status will update to Cancelled, and the associated payment link will no longer be valid.
What your clients see
Once you send the payment link email, your clients will receive an email with the link, enabling them to purchase or start a trial of the package directly from the email.
Note: The client must use the same email address you entered when creating the payment link in order to successfully claim the package.
If the invoice has been canceled, the client will see an expired payment page when trying to access the link from the email.