How 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.
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2 minutes across 3 chapters. Click any chapter or timestamp to jump straight there.
3 chapters
Let's discuss how to manage a user in the TeamBuilder Online Payments Portal. So once you get to your payments dashboard, you just want to go one down to where it says subscribers and we'll give you a list of all your active subscribers here in this list. Now a couple of things you can do is you can click into a subscriber and you can click manage user and this is what takes you to our traditional manage users page. So if you need to change their calendar, change their grouping, that's where you can do it.
Now the reason you might do this is for example, say someone signs up for your bodybuilding program and that's 25 bucks a month. But let's say they have some personal requests and you need to just do some more modifications to their programs or just switch them all together to something that's powerlifting or something that related to bodybuilding. You would click manage user and you would either take them off the calendar altogether and program for them individually or just switch them to a different calendar or switch them to a different group.
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- Format
- Walkthrough
- Category
- Optimizing - Payments Portal
- Topics
- Platform & Admin




