Everfit

Jon Wang

Long Nguyen

Emma

All-in-one payment solution that lets you collect recurring or one-time payments

Payment & Packages

Sell one-time payments or recurring subscriptions

What Can You Sell with Packages?

How to Set Up a Package

What happens when my client makes a purchase?

Understanding the Purchase Process

Create a trial period for your one-time or recurring subscriptions

How to Set Up a Free Trial Package

Fees associated with Everfit's Payment and Packages

Processing Fees for Payments

Selling Your Package in the Client App

Personalize your package with a coach bio

Add a Coach Bio to a Package

Easily manage all your clients' payment activities in one centralized location

Payment Activity

How to use your HSA/FSA with Truemed to save on coaching

How to Use Your HSA/FSA with Truemed to Save on Coaching

Payment & Packages Overview

Real-time insights into key metrics for managing your income.

Payments: Sales Analytics Dashboard

Package Analytics

Set up your Stripe integration and connect your bank account

How to Set Up Payments & Connect with Stripe

Verify your Identity to receive payouts for your clients' purchases

Payment: Verify your Payment identification (Stripe)

Set up personalized discount codes for your packages

Create Promo Codes for Packages

Enable tracking of user interactions from Facebook and Instagram ads to refine targeting and evaluate campaign performance

Meta Pixel tracking (coming soon)

Generate and email a pay‑now link to clients.

Create and Send Payment Request to Clients via Email

Setup Payment

Add clients to selected groups after they activate their package

Package Settings: Group tags

Automatically reactivate archived clients when they activate a package

Package Settings: Reactivate Archived Clients

Enable clients to cancel a recurring subscription by themselves

Enable Self-Cancellation for a Client

Send email notifications for clients with failed payments

Package Settings: Overdue Reminder

Restrict clients from signing up for a free trial of a package more than once

Free Trial Settings: Allow Clients to Sign Up Once

Automatically issue session credits when clients purchase or renew a package.

Session Credits for Packages (Beta)

Package Settings

Enable automated program assignment and onboarding after a client's purchase.

Introducing Sequences: an Automation for Payment & Packages

Add 2 Sequences to a Package (Enabled Upon Request)

How to add a sequence to a package and start automating your coaching business

How to add a Sequence to a Package?

Automation with Sequences

How to add other admins to manage Payment

Teammate Access for Payment & Packages

Understanding refunds for purchases made by clients

Refunds for Client Purchases (enabled upon request)

General Information

Start 30-day Trial

Démarrer un essai de 30 jours

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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