Sales

Sell session packs and chase unpaid sessions

Sell blocks of sessions that tick down, and see exactly who owes you.

What it is

For trainers and coaches: sell a pack of sessions (say ten) that counts down as the client trains, and keep track of who has paid. The 'who owes you' board lists every unpaid session so cash and bank-transfer clients do not slip through.

Why it helps

Packs pull money forward and pre-commit the next visits. The payments-owed board means you stop forgetting who still has not paid, which is the quiet leak in most one-to-one businesses.

How to use it

  1. 1Create a pack under Packages: give it a name, a price and the number of sessions. When a client buys it, the sessions are added to their balance.
  2. 2Each completed session counts one down. The client sees their remaining sessions in their account, and you see it on their client page.
  3. 3For cash or bank clients, open Finance to see 'who owes you'. It lists each person and the amount outstanding.
  4. 4Log a cash or bank payment against a session, or send a reminder, right from that board.
  5. 5The board keeps a running total of what is owed, so you always know where you stand.

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