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Packages, monthly plans, and card charges

For coaches · 4 min read

Beyond pay-per-lesson, you can bill with prepaid packages or monthly plans — and, once a student saves a card, charge it automatically under the rules you set.

Lesson packages

1
Set a package rate open →

A fixed price for a set number of lessons — for example, $240 for 8. Set it under Make it yours, or as a custom rate for one student.

2
Watch the balance countdown open →

Each completed lesson counts down the student's remaining balance, visible on their Billing tab and in their portal.

Their portal shows the count as a figure on Payments; once it's spent, each booked lesson reads “Not covered yet”.

3
Know the renewal moment

When a package reaches its last lesson or runs out, the student sees a renewal prompt in their portal.

Renewing from the portal only appears once the student has a saved card — and it asks them to confirm the amount before anything is charged.

Monthly plans

4
Set a monthly rate open →

A flat price per month rather than per lesson — set it under Make it yours or as a student override.

5
Understand what monthly covers

Monthly students aren't billed per lesson and don't carry a remaining-lessons count — their month is already paid.

6
Know when the month is billed

A monthly student's month arrives as an invoice on their billing date, sized from the lessons their standing day covers, minus anything already paid ahead. There is no separate auto-pay switch — their portal's Payments page shows the next bill before it is raised.

Card on file and pre-authorized charges

7
Let the student save a card in their portal

Saving a card authorizes charges for completed lessons and for late cancellations/no-shows billed under your policy — nothing else.

8
See charges before they fire open →

A “Pending auto-charges” block on the student's Billing tab holds each one for a 2-hour grace window before it hits their card, with the amount, what it's for, and roughly when it fires.

Appears only while a charge is scheduled.

9
Waive a charge if needed open →

“Waive” on the row cancels it during the grace window — the student is never notified, and nothing is charged.

The waive control shows only while a charge is pending.

10
Know what happens if a card fails

A declined charge retries after 24 hours, then 72 hours, then flags you to follow up — no silent repeated attempts.

Package renewal from the portal

11
The student renews when their package runs low

The line above names the size and the card it will charge; the button carries the price — “Renew for” and the amount.

12
The charge goes to their saved card once they confirm

Pressing it swaps in “Confirm — charge” with the same amount, and “Not now” beside it backs out. Confirming charges the price shown, exactly — if your pricing changed since the button rendered, the charge is refused rather than mismatched.

13
Their balance updates immediately open →

They see “✓ Package renewed”, the new lessons land on their balance right away, and the payment appears in your records automatically.

Stuck anywhere in this guide? Head back to Help — the FAQ covers the odd cases, and the report-a-problem button at the bottom reaches a human.