Ask to get paid from one screen. Your client pays the way they like.

Send a request, your client sees exactly how to pay, and the sessions are added when you confirm the money came through.

Sessions are added only once a payment is confirmed. Card payments confirm themselves. Everything else waits on you.

Start a request

Pick a package or an amount, or let your client choose.

Open a client → Payments → Request payment, or + → Request payment

The Request payment sheet for Amara Osei, 11 sessions left, with Fixed picked over Pack menu and Rate × sessions, the usual 10-Pack Personal Training picked at 850 dollars, then Single Session at 95 dollars, 5-Pack Personal Training at 450 dollars and Custom amount, rows for Note to Amara, How Amara pays and Send by, and a Send $850 request button.

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Three choices at the top, and the one you pick is how the request is priced.

Fixed: one of your packages, with their usual one already picked, or a custom amount with your own line item like “Remaining balance for June”.
Pack menu: tick the packages they can pick from and the price follows their pick.
Rate × sessions: set a session type and a rate per session, with the fewest and most sessions, and they choose how many.

Add a Note to your client if you want it on the payment page. Pick the shape before you send, it cannot be switched afterwards.

Pack menu for Nina, reading Nina picks one of these when paying, with Nina's 10-Pack (comeback rate) marked Only Nina at the top, then the 5, 6, 10 and 12 session packs, with the comeback pack, the 6 pack and the 12 pack ticked. — Tick the packs to offer. A pack built for this one client sits on top.

Rate × sessions for Chris, with Personal Training picked, 85 dollars per session, fewest 6 and most 24 sessions, above a line reading Chris picks 6 to 24 sessions, 510 to 2,040 dollars, when paying. — Or set a rate and a range, and let them pick the number.

On the + button, Request payment and Record payment are separate rows. Record payment is for money you already have.

Sending it records nothing. A payment is recorded once it is confirmed.

Choose how they pay

Pick the method your client sees first, and whether card is offered.

On the request → How [your client's first name] pays

The How Amara pays screen, with Venmo picked and marked Preferred, then Zelle, Cash and No method, Show my other methods too switched on for Zelle and Cash, Card payments set to Off with Offered and Offered first beside it, and a line reading Venmo will be shown first, Zelle and Cash will also be available.

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Your methods live in Settings → Payment methods: Zelle, Venmo, Cash App, PayPal, cash, check, bank transfer, other. Each one holds your handle and your own instructions, so a client never has to guess.

On the request, pick the method they see first, switch on Show my other methods too, and set Card payments to Off, Offered, or Offered first once Stripe is connected.

However they pay, the money goes to you. Venmo, Zelle, cash and the rest happen directly between you and your client, and TrainerSuite only records them. Card payments are charged on your own Stripe account, so your name is on your client's statement and the payout goes straight to your bank.

Send it

One button sends it, and it names the amount. The link is copied for you.

The Request sent screen, reading Sarah pays 750 dollars, Share the link below, Sarah can also see it in the app, then the link with a Copied button, and a Text it to Sarah button that opens Messages on your phone. — Sent. The link is already copied.

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Copy link is right there too. Tap Text it and Messages opens on your phone with the link and a short message filled in, sent from your own number.

Want it emailed too? Switch on Email under Send by before you send.

Clients who use the TrainerSuite app with notifications on also get a Payment requested notice.

A payment link pasted into a text message, showing as a card titled Payment request from your trainer with no amount and no name in the preview. — The same link, pasted into a text.

In a text the link lands as a card that reads Payment request from your trainer, with no amount and no name in the preview. Your client does not need an account to open it.

Your client pays

A clean page with your business name, the amount, your note and how to pay.

A client's payment page from Peak Performance Training: Hi Sarah, here's your payment request, a 450 dollar total for a 5-Pack Personal Training at 90 dollars a session, the trainer's note, then How to pay with Venmo, Zelle and Cash, the Venmo handle @TrainerSuite, an Open in Venmo button, the trainer's own instructions, and an I've already paid button. — The whole page your client opens, with your handle and your own instructions on it.

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The page shows the amount or their choice. Venmo, Cash App and PayPal open with the amount already filled in. If a link does not open, your handle and instructions are right there on the page. Zelle and the rest show your handle and your instructions.

Pay by card hands off to Stripe's own checkout, where they can use Apple Pay, a card, or Link.

The How to pay row with Card selected first, a Pay by card button, the line Secure checkout powered by Stripe, and a line reading Payment confirms immediately and your 12 sessions update automatically. — With Stripe connected, Card can lead. Checkout confirms the payment, and for a sessions request it adds them on its own.

Stripe's checkout page, with an Apple Pay button and a Link button above an email field, then card number, expiry, CVC, cardholder name, country and ZIP fields, and Apple Pay listed again as a payment method. — Apple Pay, a card, or Link, on Stripe's own checkout page.

If they paid you outside the app instead, they tap I've already paid and tell you how.

Confirm it

Card payments confirm themselves. For the rest, confirm it once the money's in.

Open the request → Confirm payment received

The Confirm payment screen, reading Adjust anything that changed, this creates the transaction and adds the sessions, exactly once, with Personal Training, 10 sessions, 750 dollars, paid via Venmo, the date, and a Confirm and add 10 sessions button. — Check what came in, then add the sessions once.

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Card payments confirm themselves. If the request was for a package or sessions, those are added too. For a plain amount, open the request and choose what it covers: sessions or general income.

For everything else, tap Confirm payment received and adjust what was actually paid if the number changed. If your client tapped I've already paid, it says so right there.

A 750 dollar payment request marked Says paid, with a banner reading Sarah marked this as paid via Venmo, a Confirm payment received button, and a Didn't get it? Dismiss the claim option. — Your client tapped I've already paid.

You can follow a request from Draft to Sent, Says paid, and Paid or Confirmed.

Let TrainerSuite chase it

Payment reminders go out on their own and you choose how often and how many. Open a sent request and tap Remind to see when the next one goes, send one now, or turn them off for that request. You can turn them off for one client too.

A sent 750 dollar payment request with Remind Sarah, Scheduled, then Copy link and Text it to Sarah, a Details row showing Venmo, and a Confirm payment received button. — Every way to reach them, on the request itself.

The Remind Sarah screen, reading No reminders yet, first one Wed, Oct 28 at 9:00 AM, with a Send a reminder now button, a Remind automatically switch set to On, and Email the request again. — Reminders run on their own. Send one now if you like.

The lines this never crosses

Your client pays you, not TrainerSuite. The methods you already use never touch us at all, and a card payment is charged on your own Stripe account.
Sending a request charges nobody. Nothing is added to a client's balance until the payment is confirmed.
A link pasted into a text shows no amount and no name until your client opens it.
Every payment but card waits on you. You confirm what was actually paid, and the sessions are added exactly once.

Common questions

Does my client need the app?

No. The link opens for anyone, and your client does not need an account to pay. Clients who do use the TrainerSuite app with notifications on get a Payment requested notice on their phone as well.

Does sending a request charge anyone?

No. Sending it records nothing, and nothing is added to their balance until the payment is confirmed. Card payments confirm themselves; everything else waits for you.

What happens when they pay by Venmo?

The Venmo link opens with the amount already filled in. If it does not open, your handle and your instructions are right there on the page. They send it, then you tap Confirm payment received and the sessions are added.

Does the money go through TrainerSuite?

No. Venmo, Zelle, Cash App, PayPal, cash, check and bank transfer all happen directly between you and your client, and TrainerSuite only records them. Card payments are charged on your own Stripe account, so your name is on your client's statement and the payout goes straight to your bank.

When are the sessions added?

A card payment for a package or sessions adds them right away, because the payment confirms itself; for a plain amount, you choose what it covers. Everything else adds them the moment you confirm the money came through.

Next guideAutomatic payment requests

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