Optimizing - Payments Portal
Walkthroughs and answers for optimizing - payments portal in TeamBuildr, filed under Payments & reporting.
Walkthrough
FreeHow to Automate a Coach Reminder if an Athlete Payment Fails in Payments Portal
A short video walkthrough of how to Automate a Coach Reminder if an Athlete Payment Fails in Payments Portal from the TeamBuildr knowledge base.
Walkthrough
FreeHow to Cancel a Subscription
In order to cancel a subscription, you will need to do this in the Payments Portal page -- NOTE: You cannot delete a user from the Manager Users page and expect their subscription to stop. They will continue to be cha…
Walkthrough
FreeHow to Issue Refund in Payments Portal
A short video walkthrough of how to Issue Refund in Payments Portal from the TeamBuildr knowledge base.
Walkthrough
FreeHow to Set Up a One-Time Payment Program in the Payments Portal
A short video walkthrough of how to Set Up a One-Time Payment Program in the Payments Portal from the TeamBuildr knowledge base.
Walkthrough
FreeHow to Manage a Client in the Payments Portal
A short video walkthrough of how to Manage a Client in the Payments Portal from the TeamBuildr knowledge base.
Walkthrough
FreeManaging Failed Payments in Payments Portal
There are 2 scenarios for failed payments. One scenario is an initial failed payment when a new customer attempts to sign up for the first time. The other scenario is when existing subscribers experience a failed paym…
Walkthrough
FreeSetting up a Free Trial in Payments Portal
A short video walkthrough of setting up a Free Trial in Payments Portal from the TeamBuildr knowledge base.
Walkthrough
FreeStandard Stripe vs. Stripe Express Accounts - What’s the Difference?
A Standard Stripe account is a full-function account owned by you. A Stripe Express account is a simplified dashboard version of Stripe where you can view your available balance, see upcoming payouts, and track your e…
Walkthrough
FreeUsing Zapier to Automate Emails in Constant Contact
A short video walkthrough of using Zapier to Automate Emails in Constant Contact from the TeamBuildr knowledge base.
Walkthrough
FreeWhen to Contact TeamBuildr vs. “DIY” in Stripe
There will be scenarios where TeamBuildr Support will need to assist: Users with Stripe Express accounts: Inside your TeamBuildr you can access the Payments Portal and mange your paying subscribers from the Payments P…