Client Payments

How to manage memberships and track payments

Assigning and Managing Memberships

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With uniquefit you can set up recurring subscription payments when connected with your Stripe account.

Memberships provide you with the option to automatically collect recurring payments, as well as enabling clients to select and schedule programs and workouts that are included within their membership, we call this on-demand content 🙂

On-demand content

Memberships are as flexible as you, giving you complete control over what your clients can and can not access, giving you the option to upsell to include greater access to your on-demand content. The ability to allow clients to select their own programs and workouts can be switched on or off within your global settings or individual client’s setting page.

Buying a membership

There are two ways for clients to purchase a membership, the first is through your membership link, where clients select and purchase a membership from your online portal, and the second is via your Client Payments page, where you manually assign a membership, this is what we’re going to take a look at here…

Assigning your Memberships

Assigning one of your created memberships is super simple, simply click on the Manage Membership button and select Assign Membership in the new popup window.

Select the membership that you wish to assign.

By default your membership is set to collect a recurring payment (as set in your Membership Page), however, if you’d like to give your client a complimentary membership i.e. a free membership, simply enable the Complementary Membership button.

Membership Discounts

If your membership is not complimentary, then you can discount either your first payment or every payment that is taken. Entering a value in either the Discount First Payment or Discount Every Payment box will discount the recurring collection value by the amount entered. Please note that you can not discount a membership so that the payment falls below $1, £1, or €1. As an example if your membership was priced at $50 per month and you added 10 to the Discount First Payment box, then the first payment collected would be $40, then every payment thereafter would return to $50. If 10 was added to the Discount Every Payment box then every payment collected would be $40.

Setup Fee

If you are providing goods to your clients when they start working with you, you may wish to collect a one-time payment to cover your costs. You can add a one-time payment to the Setup Fee box, this fee will only be collected once when the client purchases the membership.

Starting the membership

You can choose to start collecting payments on a specific date, this date will then be used for all future payment collections. For example, if you selected to start collecting payment on the 2nd of the month, all future payments would be collected on the 2nd of each month going forwards. You can also set a date when your client can start using their membership, by default this will be the same as your payment collection date.

Managing Memberships

If a client has already purchased a membership, or one has been assigned to them, then you have the option to cancel, pause, or delete the membership.

Cancelling a membership

To cancel a membership simply enable the cancel button and click save. This will keep the membership running until the client’s next collection date, at which point the membership will be removed from the client’s account and no further payment collections will be made.

Pausing a membership

If your client is going away for a few weeks you may wish to pause their membership. When you pause a membership you will need to set a new membership start date and then set a new first price on restart. The first price is to take into account the paused duration and may be different from your standard membership price. The first price on restart is only collected once, thereafter the price will return to the standard membership price. Please be aware that the new restart date will be the new membership collection date moving forwards.

Deleting a membership

To delete a membership you will need to type DELETE in the delete membership box, clicking save will then instantly remove the membership from the client’s account. No refunds will be processed for deleted memberships and no further payment collections will be made.

Payment History, Refunds and Failed Payment

You can view all payment transactions within the Payments area.

As a successful transaction is completed the collection amount will be listed. If you wish to refund the transaction amount you can do so by clicking the green refund link that corresponds with the transaction.

From time to time payments may fail, this could be for any number of reasons, for example, insufficient funds in the client’s account, or they may have lost their card etc. Failed payments are highlighted in red. Whenever a payment fails you will be notified via email and the client will be highlighted on your Client page. When a payment fails the clients membership will remain in place and uniquefit will attempt to automatically collect the payment every day for 6 consecutive days. On the 7th day, if the payment has not been collected the membership will be removed from the client and no further attempts to collect the payment will be made. At any time during the 6 days, you can either manually attempt to collect the payment or delete the client’s membership, which will also remove any future attempt to collect the payment.