Attaching sessions to a payment plan lets you sell sessions as part of a plan, and the sessions land on the client's profile ready to be tracked or deducted from coach mode. It works with one-time and recurring payment plans:
One-time: the client pays once and gets a fixed number of sessions.
Recurring: the client gets a set number of sessions every billing period, like 8 sessions a month as part of a monthly membership.
You can attach sessions in two ways: when creating the plan, or after, by creating a session pack and linking it to an existing one-time offer.
Attach sessions when creating a new plan
Go to Plans in the sidebar, or open a client profile and scroll to Payments.
Click + Create new.
Add the name, payment type, and memo.
Under payment type, select One-time or Recurring.
Set up a price.
Under Access, select Sessions.
Enter the number of sessions included in the plan. On a recurring plan, this is the number of sessions per billing period.
Set an expiration date for the sessions.
Click Create plan.
Assign the plan to a client from Clients → Client → Offers → +.
Attach sessions to an existing one-time offer
Go to Appointments → Session packs.
Click + Create new.
Select the client and set up the pack (title, start date, expiration, cancellation policy).
Click Create session pack.
When prompted to create an offer, choose to attach to an existing one-time offer from the client's profile instead.
💡 Tip: The sessions are added to their profile automatically. You can track or deduct them from Appointments → Sessions, your calendar, or directly in Coach Mode at the end of a workout.
Notes & best practices
Sessions can be tied to one-time and recurring offers. Installment plans don't support sessions.
On a recurring plan, the client's sessions reset to the full amount each time a payment goes through. Unused sessions don't carry over to the next period, but sessions the client already booked stay on the calendar.
After the expiration date, remaining sessions are no longer usable on both the coach and client side.
Sessions attached through a plan work the same way as a regular session pack, they show up in Appointments → Sessions and can be scheduled or deducted from there.
FAQ
Can I attach sessions to a recurring or installment plan?
Can I attach sessions to a recurring or installment plan?
Recurring, yes: set the number of sessions per billing period and they reset with every payment. Installment plans don't support sessions.
What if I already created a one-time plan and forgot to add sessions?
What if I already created a one-time plan and forgot to add sessions?
Create a session pack from Appointments → Session packs and attach it to the existing offer.
Where can the client see their sessions?
Where can the client see their sessions?
The client can see their remaining sessions and expiration date directly on their profile.
How are sessions deducted?
How are sessions deducted?
You can deduct them manually from Appointments → Sessions, attach them to a calendar event, or deduct one at the end of a workout in Coach Mode.