Reviewing Payments In The App

When you're on the go, we offer the quickest, easiest way to review all of your payment information in one place, all on your mobile phone. Click play for a demo.

Reviewing Payments In The Web Portal

You can see your recent payments and client payment history in the web portal. Want to see what that looks like? Press play!

How To Refund A Client On The Web

When you log into the web portal and review your payments, there will be a Refund option available with each transaction.

To refund a client, click refund and follow the prompts.

Can I Offer Partial Refunds?

Yes! You can offer partial refunds in the app and on the web portal.

When you hit the refund button, as a default, the full amount of the client payment will be the refund amount. You can edit this to offer a partial refund.

How To Cancel A Subscription Plan

Need help canceling a plan for a client? We've got a demo for you.