Payments & memberships
Sell, charge, refund, bill and report · all inside the admin, no Stripe login needed
New sale · in person or upfront
New saleStep 1 of 2
Claire Moreau change
Mat Ten Visit Pass$300 · 10 mat classes · 4 months
Single Mat Class$35 · one class
Private Sessions x5$525 · 3 months
Membership · Unlimited Mat$180 / month · recurring
Enter code… apply
1Payment step offers three choices: charge card on file, terminal / tap to pay, or cash. A receipt is emailed automatically. Selling a membership here starts the subscription on the spot.
Cards on file & manual charges
| Client | Card | Actions |
|---|---|---|
| Claire Moreau | Visa ···· 4242 | Charge… |
| Priya Sharma | MC ···· 5309 | Charge… |
| Tom Whitfield | Visa ···· 1881 | Charge… |
2One-click charge for a purchase, retail item or manual add-on. Amount + reason are required, the client gets an instant receipt, and the charge appears in today’s sales total.
Refunds
3Refund in one click. Full or partial, straight from the client’s profile or a transaction. Card refunds return to the original card; cash sales offer credit instead. The owner always sees the impact on the day’s revenue first.
Memberships & subscriptions
| Client | Plan | Price | Next charge | Status | Manage |
|---|---|---|---|---|---|
| Hannah R. | Unlimited Mat | $180 / mo | 3 Nov | Active | Pause Upgrade Cancel |
| Margot L. | Unlimited Mat | $180 / mo | 5 Nov | Paused until 1 Dec | Resume Extend Cancel |
| Priya S. | Private monthly | $420 / mo | 2 Nov | Payment failed | Retry card Update card |
4Everything instant. Pause (with end date), resume, upgrade, cancel or extend a recurring membership from this one table — prorations are calculated automatically and confirmed before applying.
Auto-billing rules
Late-cancellation fee (under 12h)ON · $15
No-show feeON · full class
Waitlist auto-promote chargeON
Package expiry reminderOFF
5Fees charge themselves. Rules apply automatically using the card on file; each client profile shows every fee charged, and staff can waive one from the profile with a reason.
Deals, promos & gift cards
| Code | Type | Value | Used | Status | |
|---|---|---|---|---|---|
| INTRO20 | Intro offer | 20% off first pack | 14 / ∞ | Running | Edit |
| WINTER35 | Discount code | $35 off mat 10 pass | 2 / 20 | Running | Edit |
| GC-8492 | Gift card | $100 | 0 | Unused | View |
6Failed payments get their own queue (see subscriptions table, Priya). The system retries automatically on a schedule and emails the client a secure update-card link; staff can also trigger “retry card” manually.
Sales reports
Daily Weekly Monthly Export CSV
Today
$415
+ $120 vs yesterday
This week
$2,840
18 sales
This month
$11,320
on track
Avg. sale
$96
packs leading
MonTueWedThuFriSatSunMonTueWedThuFri
7One place for revenue. Daily, weekly and monthly sales, refunds and fees included, with a simple chart and CSV export for the bookkeeper.