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What can a member pay and download by themselves?

3 min read
The short answer

The balance, the shop tab, auto-pay and the documents a member can pull without asking you.

On this page

Seeing the balance is free, paying it online needs a way to pay#

When a member owes money, a To pay card sits near the top of their space. It shows the total, split into the membership balance and the shop tab, and a Pay button. With one thing to pay, Pay starts the payment. With several, it unfolds the detail, one line per membership plus the shop tab.

With Stripe connected in Settings › Integrations, each line carries a Pay now button that opens Stripe Checkout. If you also set up a QR payment there, such as PromptPay or GCash, the member chooses the method first. With no way to pay online, the line reads Pay in person, and the member still sees exactly what they owe and for what.

The balance is the price of a membership minus what is recorded as paid on it. Cash you took at the desk and never recorded keeps showing as due on the member's phone.

The shop tab#

Unpaid front desk purchases appear as a Shop tab card with the total, and as a line in the To pay detail. With Stripe on, a Pay tab button settles the whole tab at once and the pending sales are marked paid by card. Without Stripe, the card asks them to settle their shop purchases in person.

Auto-pay has three conditions#

A member sees Set up auto-pay on a membership only when all three are true: Stripe is connected, you turned on Let members set up auto-pay in Settings › Member portal, and that membership is a renewing subscription plan whose duration Stripe can repeat (weekly, monthly, every 3 or 6 months, yearly), with a price above zero and no classes included. The membership must also be active, and not already on auto-pay or on monthly payments.

The switch is off by default. Nothing recurring is ever started behind your back. Once running, the row shows Auto-pay on with the next renewal date, plus Manage.

Manage opens Stripe's own billing page. Whatever the member does there, changing the card or stopping the subscription, happens on Stripe's side and comes back to you through the webhook.
Receipts and the waiver, self-service

On the Me tab, Payment history sits with the membership. It opens the list of every payment recorded as paid, newest first, each with a download button that produces a PDF receipt. The waiver row, named Waiver / release, sits in the profile group of the same tab. It shows the text, the signature date and the signature image, with Download PDF, and offers Sign your waiver on the spot if it is not signed. The waiver row only appears if your gym requires a waiver or one was already signed.

Only payments with the status paid are listed. A refund appears with a minus sign. Anything still pending is invisible to the member. The downloaded PDF is the same receipt as the one sent by email, with the same number.
What happens after a card payment

Back from Stripe, the space shows a thank-you message and refreshes itself. The payment is recorded on the member and a receipt email is sent.

If the payment is confirmed twice, only one receipt goes out and the amount is never counted twice. The amount credited is capped at what was actually owed.

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