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How to Collect Payments and Automate Workflow
How to Collect Payments and Automate Workflow

Use Trainerfu to sell more packages and collect payments so that you can grow your business.

Manobal Jain avatar
Written by Manobal Jain
Updated over a month ago

You can use Trainerfu and Stripe to sell training packages and collect payments online. In this article, we'll walk you through the steps to do just that. Let's get started.

What is a training package?

A training package bundles all the information about the package you are selling, like:

  1. Fees- the payment that you wish to collect from your clients

  2. Payment frequency- (one-time or subscription) and the payment schedule (weekly/monthly).

  3. Client base- who can buy the package (new/existing clients)

  4. Post signup process- preconfigured settings that will become active for the clients, after they buy the package

Every training package, once created, gets a unique link. You can simply copy this link and share it via your marketing channels, like:

  • Website

  • Email

  • SMS

  • Whatsapp

  • Facebook

  • Instagram

Once a package is created, your prospects can simply click on the link on their computer or mobile device, and buy the package by entering their credit card details.

When a new client buys the package, their client account will automatically be created in the Trainerfu app and they will be redirected to download the app, which means they can get started right away.

Now that you know how a training package works, let’s see how to set one up in Trainerfu and start collecting payments:

Step 1: Create a Stripe account

If you don’t already have one, the first step is to create a Stripe account.

Stripe is one of the most popular online payment processing platforms. You must have a Stripe account to accept payments with TrainerFu.

To create a new stripe account, head over to stripe.com and create a new account. It will only take you a few minutes to set it up. [Read: Activating Stripe account]

While it’s free to create a Stripe account, Stripe does charge a flat rate per successful transaction. To view the exact breakdown of transaction charges, visit Stripe’s pricing page.

Step 2: Create a new training package

Once the Stripe account is all set up, it’s time to create a new training package inside TrainerFu.

To do that, head over to the Training Packages section on the TrainerFu web app, and select the Add New Package button at the top right of the screen.

Give your package a meaningful title and add a short description.

Click Next to go to the Automation tab.

Here, you can specify the workout plan, groups, and primary trainer that should be assigned to prospects that buy this package.

Click Next and set up the payment details. You can specify one-time or recurring payment.

And finally set up the target client.

With target setting, you can specify if this package is for new, existing, or both new & existing clients.

Click Save to create this package.

Step 3: Integrate Stripe with Trainerfu

When you first create a new package with payment method enabled, you will be asked to integrate TrainerFu with Stripe.

Click on the Connect with Stripe button and follow the prompts to complete the integration.

Step 4: Copy and share the link of your training package.

Once the Stripe integration is complete, your package is ready to be sold.

Just copy the package link and send it via email, add to your website, or share on your Instagram and Facebook page. All your prospects can simply click on the link and buy the training package.

Need more help setting up your training package? Write to us at: support@trainerfu.com.

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