{"id":881,"date":"2024-05-02T08:09:25","date_gmt":"2024-05-02T08:09:25","guid":{"rendered":"https:\/\/trainerplan.co\/help\/?p=881"},"modified":"2024-05-02T08:09:26","modified_gmt":"2024-05-02T08:09:26","slug":"simplified-payment-management-for-coaches-on-trainerplan-a-quick-guide","status":"publish","type":"post","link":"https:\/\/trainerplan.co\/help\/en\/trainer\/payments\/simplified-payment-management-for-coaches-on-trainerplan-a-quick-guide\/","title":{"rendered":"Simplified Payment Management for Coaches on TrainerPlan: A Quick Guide"},"content":{"rendered":"\n

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:<\/p>\n\n\n\n

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  1. Access the Payments Page<\/strong>: Log in to your TrainerPlan account and navigate to the ‘Payments’ section, located in the main menu.<\/li>\n\n\n\n
  2. Create a New Payment<\/strong>: Click on the ‘Create Payment’ button to start the process of adding a new payment.<\/li>\n\n\n\n
  3. Select the Athletes<\/strong>: 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.<\/li>\n\n\n\n
  4. Choose the Type of Payment<\/strong>: Decide whether the payment will be ‘Recurrent’ or ‘Manual’. Recurrent payments are useful for subscription services or periodic training, while manual payments offer flexibility for one-time or variable transactions.<\/li>\n\n\n\n
  5. Confirm the Payment<\/strong>: After selecting the athletes and the type of payment, enter the necessary details such as the amount, payment date, and any relevant additional notes. Confirm the information to make sure everything is correct.<\/li>\n\n\n\n
  6. Save the Payment<\/strong>: With all details completed, click ‘Save’ to finalize the process. The payment will now be recorded and visible to both you and the selected athlete or athletes.<\/li>\n<\/ol>\n\n\n\n
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