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Teammate Access for Payment & Packages
Teammate Access for Payment & Packages

How to add other admins to manage Payment

Long Nguyen avatar
Written by Long Nguyen
Updated over a week ago

Everfit's Payment feature is available for accounts based in the US, Australia, Canada, New Zealand, the UK, Switzerland, Germany, Finland, Ireland, Norway, UAE, Spain, the Netherlands & Sweden. Payment for other countries is coming soon!

Our Payment feature allows your team to create packages, set pricing, and collect payments seamlessly from your clients. You can create one-time or recurring packages to collect payment effortlessly for your training business!

  • Ex: One-time $500 payment for 10 sessions; Monthly Nutrition subscription for $150/month; A 5-week Fitness Challenge for $50/week

What can my team do with Payment?

As a Workspace Owner πŸ’₯

  • πŸ’² Connect a Stripe account to receive payouts

  • πŸ‘₯ Grant access to other team members or remove teammate's access to the Payment feature

  • Create, edit, and manage Packages, and set pricing

  • View a package's analytics, including client subscription statuses and invoices

  • Access the list of payment activities for your entire workspace

  • Receive email notifications for payment activities

  • Receive in-app and push notifications for payment activities (coming)

As a Coach with Payment Access βœ…

  • Create, edit, and manage Packages, and set pricing

  • View a package's analytics, including client subscription statuses and invoices

  • Access the list of payment activities for your entire workspace

  • Receive email notifications for payment activities

  • Receive in-app and push notifications for payment activities (coming)

As a Coach with NO Payment Access 🚫

  • Have no access to the Payment feature

How to grant access to the Payment feature to my team?

As a Workspace Owner, you are able to grant access to any teammate regardless of their Admin or Trainer Permission. All you need to do is to visit the Setup Payment page and add the coaches you want to grant access to the Payment feature. After adding the coaches, click Add to confirm.

How to revoke coach access to Payment?

As a Workspace Owner, you can also remove access for any teammate. Hover on the coach's name, click on the (x) and then choose Remove on the confirmation popup.

Once you remove a coach, they will no longer be able to view any pages of the Payment feature.

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