Payment & Packages

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

12 articles in this collection
Written by Long Nguyen and Jon Wang

Payment & Packages Overview

Payment: Verify your Payment identification (Stripe)

Verify your Identity to receive payouts for your purchases

Written by Long Nguyen
Updated over a week ago

How to set up Payments and connect with Stripe

Step 1: Set up your Stripe integration and connect your bank account

Written by Jon Wang
Updated over a week ago

What can you sell with Packages?

Sell one-time payments or recurring subscriptions

Written by Long Nguyen
Updated over a week ago

How to set up a Package

5 Steps to creating a package to sell

Written by Long Nguyen
Updated over a week ago

Selling your first package

What happens after my client makes a purchase?

Written by Jon Wang
Updated over a week ago

Processing Fees for Payments

Fees associated with Everfit's Payment and Packages

Written by Jon Wang
Updated over a week ago

How to sell your package in the client app

Promote your packages in the client app

Written by Jon Wang
Updated over a week ago

Automation with Products

Introducing Products: an Automation for Payment & Packages

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

Written by Long Nguyen
Updated over a week ago

How to add a Product to a Package?

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

Written by Long Nguyen
Updated over a week ago

General Information

Teammate Access for Payment & Packages

How to add other admins to manage Payment

Written by Long Nguyen
Updated over a week ago

Refunds for Client Purchases

Understanding refunds for purchases made by clients

Written by Jon Wang
Updated over a week ago

Troubleshoot

Client: Manage Your Purchases

How to manage purchases

Written by Long Nguyen
Updated over a week ago