Fit Pro Tracker

Session Rules Enhancement

Cancel Customer Feature

KPI Dashboard

Bunny Salinas

Raniza Seprado

Christen Schneider

Billing Management

Streamlined Refund Process

Sofia Zúñiga Vega

Austin Foley

FPT Billing - Club Ready Migration & Set Up Walkthrough 1-16 Videos/Articles

#1 - Migration Overview - Fit Pro Tracker Prep/ CR Data/Exit Process

How to apply for your Billing Merchant Application

#2 - Billing Merchant Application + Video

#3 Billing - How To Build Unlimited Memberships/Trials and Limited Memberships with Session Credits and Rules

#4 - Club Ready - Migration Walkthrough - Billing

How to put customers into a billing memberships plan in Fit Pro Tracker

#5 - Billing - Putting Customers into Membership Plan

#6 -  Edit Transaction Amount and Date, Freeze VS Pause, Cancel Membership

#7- Billing - Credit Cards and ACH - How To Add, Edit, Delete Payment Methods

#8 - Billing Reports

1-8 Training Article/Videos

#9 Booking App - Inviting Members and Trials - Batch and 1-to-1 - Resend Invite

#10 - Kiosk, Class Schedule, and Check-In - Fit Pro Tracker + Video

#11 - Booking App, Resource Vault, 2-Way Direct Message

#15 -  Billing - Checkout Pages

#16 - Additional Tips and Tricks For Fit Pro Tracker Billing

9-16 Training Article/Videos 

Setting up Taxes

How subscription fees are billed to a client

Subscription Fees

Billing Activity Summary

Past Due Report - Export to Excel Option

Transaction Report and Zift Merchant Statement: How to reconcile

Learn New Added Features: Schedule Invoice, Cancel Subscription, Cancel Payment & Charge Now Features

How To Process Single Payment Subscription

Types and Definition of Billing Transactions

Billing Transaction Types

Billing - Credit Card Deposits & ACH Deposit & Deposit Statements

Payment Card Response Codes

Scheduling Invoice

Decide how long in advance your clients can book sessions as well as cancel them

Booking Policies

Pro Tip-Adding Memberships to Avoid ProRate

Modify Subscription Amount and Date

Fit Pro Tracker Billing Automation

Enhancing Subscription Modification Processes for Failed Installments

Managing Invoice Modifications on Past Installments

Managing Invoice Modifications on In-progress and Past Installments

Managing Invoice Modifications on Scheduled Invoice Modifications, In-progress and Past Installments

Billing/Payment - Management & Setup 

How to Create, Edit and Delete Memberships Categories

Billing - Membership Categories Overview

Billing - Club Ready Migration Step #1 - Setting Page - Upload Excel File

Migration Report and Step Up From Club Ready

Migration Update Card Info Step #2

Whats the difference between Freeze VS Pause in a Membership

Billing Membership - Freeze VS Pause

How to edit clients transactions amount and date

Billing - Edit Transaction Amount and Date

Billing - How To Cancel Clients Membership

Steps on how to check the Modified Invoice

Billing Profile

Dynamic Notes by Invoice

Billing - Time Between Club Ready Exit File Being Delivered & Fit Pro Tracker Starting Billing

How to update a payment method

Managing Clients Memberships

Reverse Credit and Invoice

Dashboard, Transactions

Learn how to cancel the scheduled payment

Cancel Payment

Learn the steps on how to use 'Charge Now' payment feature

'Charge Now' Payment Feature

Manage Automation:  How to Give Access to Your Staff Members

Membership & Payment Cancellation Process

Cancel Membership and Payment Feature for Single Payment Subscription

Mindbody Automation

Paused / Frozen Memberships Report - Export to Excel Option

Itemized Invoice

Access to the Billing Module: Advanced Payment Option Handling

How to Remove Contact's Payment Method

Modify Subscription Installment

Add Payment Method - Credit Card Information

Add Payment Method - Location Settings Instructions

Billing Balance

Billing - Chargebacks In Fit Pro Tracker

The Fit Pro Tracker Trial and Membership Contact Groups Management feature allows you the ability to easily assess your Trials and Members ensuring clarity in your KPI's.

Trial Management and Membership Management Feature

Billing Features/Processes

Adding Subscription and Tax Usability

Tax Usability

Adding Invoice and Tax Usability

Modifying Subscription Amount and Subscription Installment with Tax

Taxes In Billing 

Settings for billing by location and by staff

Billing - Settings

Creating Memberships, Putting Members/Trials Into Memberships and Refund

2. Billing Module - Creating Memberships, Putting Members/Leads Into Memberships and Trials

3. Billing Membership Categories

Creating Memberships Plans in Fit Pro Tracker

4. Billing Membership Plans

Adding ACH Payment Method

6. Billing - Transactions and Refund

Billing - (Set-Up Steps) Onboarding and Merchant Application 

Billing Receipts

Sending Receipts: Pause, Freeze, and Cancelation Fees

Sending Billing Receipts: Payments and Refunds

Modified Invoice Report

Inactive/ Expired or Near Expire Payment Methods Report- Export to Excel Option

Invoice Report

Transaction Report

Downloading Monthly Merchant Statement

Billing Reports 

Canadian Merchant Application Process and Canadian Migration Information

Canadian Migration Information

How to Set Up ACH Payment Method for Canadian and US Location

Canadian Billing

Find answers and get help from Intercom Support and Community Experts

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