Simplified Payment Management for Coaches on TrainerPlan: A Quick Guide

To optimize the tracking and control of payments for your services as a coach on TrainerPlan, we have introduced a new feature that allows you to manage payments directly from the global payments page, eliminating the need to access each athlete’s profile individually. Additionally, this update enables you to add a payment for multiple athletes simultaneously, further simplifying the process. Follow these steps to use this new tool:

1. Access the Payments Page: Log in to your TrainerPlan account and navigate to the ‘Payments’ section, located in the main menu.
2. Create a New Payment: Click on the ‘New payment’ button to start the process of adding a new payment.
3. Select the Athletes: On the new screen, you can select one or multiple athletes to whom you wish to assign a payment. This functionality allows you to manage payments for several athletes efficiently and in one step.
4. Choose the Type of Payment: Pick a ‘Payment product’. Each product is either ‘Recurring’, useful for subscription services or periodic training, or ‘One-off’, for a single payment, and sets the title, amount, currency and frequency. You can create one with the + button next to the product list or in the ‘Products’ tab.
5. Confirm the Payment: After selecting the athletes and the type of payment, set the start date (and, for recurring products, an optional end date) and, if you wish, a reminder message for when a payment is past due. Confirm the information to make sure everything is correct.
6. Save the Payment: With all details completed, click ‘Save’ to finalize the process. The payment will now be recorded for the selected athlete or athletes and shown on your Payments page.