Payments Notifications

How do you and your clients keep up with billing activity?

Kolton Parchman avatar
Written by Kolton Parchman
Updated over a week ago

๐Ÿ‡บ๐Ÿ‡ธ Only available for US, UK, Australia, and Canada-based bank accounts.

Okay, clients are on-board. You've got them set up with their Subscription. Now, how do you and your clients stay on top of payments?

No worries! We have you both covered with some...Payments Notifications!

Coach Notifications

First, let's locate your Notification Settings so we can make sure you get the ones you want and turn off the ones you don't!

Click on your avatar photo at the bottom left of your dashboard. From here, click Settings on the pop-up menu and then click Notifications on the left side of your screen:

TrueCoach - Google Chrome 2023-02-01 at 1.08.44 PM

Once you enter into the Notifications tab on the left, you will see two types of notifications.

Web Notifications

Your web notifications will be at the top of the page. You can choose to get notified on your dashboard of a client adding a payment method or a payment being made.

TrueCoach - Google Chrome 2023-02-01 at 1.11.45 PM

Email Notifications

You will also have the option of being notified of your clients' payment activity through email. Beware, we will always notify you when a payment fails or you issue a refund.

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Where do you find these notifications?

Your email notifications will be sent to the email that you have on file for your coach account.

Your web notifications will be displayed in two spots.

1. ย In your Notifications at the bottom left of your dashboard.

Dashboard _ TrueCoach - Google Chrome 2023-02-01 at 1.16.31 PM

2. On your payments dashboard. You can get there by clicking on the Payments tab on the left sidebar and then clicking on the Dashboard tab.

Payments _ TrueCoach - Google Chrome 2023-02-01 at 1.18.36 PM

Client Notifications

So we have the coach notifications down, but where and how does the client stay up to date with billing activity?

All clients will receive an email notification when a Subscription is created by their coach.

iOS users will also receive a push notification when a Subscription is created. Keep in mind, clients must have their push notifications allowed to receive this notification.

When a payment method fails or a client has yet to enter their billing information, the client will see this alert in their TrueCoach account:

Profile _ Jalapeno Fitness - Google Chrome 2023-02-01 at 1.25.02 PM

They can then click into the Billing Portal tab to add or update their information!

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