Creating Services Without Stripe (Manual Billing)

Overview:

You can create memberships, packs, and passes without connecting Stripe. These services use manual tracking — the app tracks sessions and credits automatically while you handle collection your way (cash, bank transfer, invoicing, etc.).

How It Works:

When Stripe is not connected, all new services are created with manual billing automatically. There is no extra step or mode to select — just create your service and start assigning it to clients.

Creating a Service:

1. Navigate to Business → Membership Plans 2. Click Add Plan (available with or without Stripe) 3. Choose your service type: membership, pack, or pass 4. Fill in the details — name, price, sessions, duration 5. Click Create — the service is ready to assign

Manual services show an amber Manual badge in your service list so you can easily tell them apart from Stripe-connected services.

Assigning to Clients:

When you assign a manual service to a client: • Credits are granted immediately — no checkout redirect • The client's portal shows their remaining credits, expiry dates, and service details • Clients see "Paid to trainer directly" instead of Stripe management links

Replenishing Credits (Memberships):

Manual memberships don't auto-renew. When a client pays for their next billing period: 1. Go to Clients and find the client 2. Click the Replenish link next to their active manual membership 3. Credits are restored to the full amount and the billing period is advanced

For one-off corrections, use Adjust Credits instead.

Upgrading to Stripe Later:

When you're ready for automated memberships: 1. Connect Stripe on the Business → Membership Plans page (look for the "Set Up Client Memberships" card, or "Complete Stripe Setup" if you started the process) 2. Once Stripe is fully connected, a link icon appears next to each manual service 3. Click the link icon to migrate a service to Stripe — this creates the Stripe Product and Price automatically 4. New assignments for that service will go through Stripe Checkout 5. Existing manual entitlements continue unchanged — no data loss

Stripe Connection Status:

The Membership Plans page shows your current Stripe state: • No Stripe — A "Set Up Client Memberships" card appears below your services • Setup In Progress — A progress card shows your Stripe onboarding steps and completion percentage • Stripe Active — A green "Stripe connected" confirmation is displayed