A product is something you sell: a PT session, a block of ten, a monthly online coaching plan. Set it up once and every invoice for it fills in the name, price and sessions for you.
Products are optional. You can always invoice a custom amount instead. They are worth it for anything you sell more than twice.
Add a product
Open Money and choose New product. Then fill in:
- Name: what the client sees, such as "10 PT sessions".
- Description: shown to your client on the pay page. Say what is included.
- Type: one of the three below.
- Amount and Currency.
The three types
One-off
A single charge: one session, an assessment, a program written for someone. The client pays once and that's it.
Pack
A block of sessions paid up front. Set Sessions in the pack, from 1 to 1,000. When the client pays, that many session credits are added to their balance, and each session you deliver uses one.
Credits expire after (days) makes unused credits lapse that many days after purchase. Leave it empty and they never expire. If your terms say a pack must be used within three months, enter 90 here so the balance matches what you've agreed.
Plan
Charged automatically every cycle until you or the client stop it. Set how often with Every and Period: every week, every 4 weeks, every month, every year.
Sessions per cycle adds credits each time the plan renews, for a plan such as "8 sessions a month". Leave it empty for a plan that isn't session-based, such as online coaching with check-ins.
Plans renew through card payments, so they need Stripe connected. See Recurring plans: renewals, pauses and end dates.
Examples
- Single PT session: one-off, $75.
- 10 PT sessions: pack, $650, 10 sessions, credits expire after 120 days.
- Online coaching: plan, $150 every month, no sessions.
- Hybrid coaching: plan, $300 every month, 4 sessions per cycle.
Retiring and deleting
Turn off Available to sell to retire a product. It stops being offered on new invoices but stays on record as Retired, which is the right choice when you change your prices.
Deleting a product removes it entirely. Invoices already issued keep their details, so nobody's history changes.