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 after my client makes a purchase?

Selling your first package

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

Introducing: Free Trial Package

Fees associated with Everfit's Payment and Packages

Processing Fees for Payments

How to sell 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

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 and 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

How to 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

Package Settings

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

Introducing Sequences: an Automation for Payment & Packages

How to add 2 sequences to a package (beta)

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 (Beta)

General Information

Client: Manage Your Purchases

Client features

Start 30-day Trial

Find answers and get help from Intercom Support and Community Experts

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