Learn about all the tabs available to you in the Online Store & Payment Dashboard!
Overview Page:
Here is the main functionality on this page.
Your Balance. This can be a positive or negative number depending on if you have issued any refunds.
Available for Payout. This is the amount you have available to cash out from Bridge directly to your debit card. This will take up to 5 business days to transfer.
Your Stripe Account. You can open a dashboard in Stripe. This is where you will update any information about your bank or business.
Recent Charges. You will see a running list of the recent changes including the client's name, the date of the charge, and the amount.
Create Payments / Subscriptions tab:
There are two types of charges that you can create, either a one-time charge or a subscription. Clients can only be charged if they are already a member of your organization in Bridge.
One-time payments: A one-time payment is a fast and easy way to charge a client a single, non-recurring payment.
Steps to follow:
Select a client (this user must be in your organization)
Label the charge. This label will appear on the invoice.
Enter the payment amount and choose currency
Select the payment method. You can manually enter the client's credit card or send an invoice via email. Note: Email invoices are valid for 30 days.
Subscriptions: You can set up recurring charges to a client's account with no further permissions needed.
Note: clients can only have one subscription active at any given time. Updating a subscription will automatically cancel the original subscription.
Steps to follow:
Select a client (this user must be in your organization)
Select or create a new product. You will want to create a unique name so you can easily identify what the subscription is
Select billing period: 1, 3, 6, or 12-month options
Enter the payment amount and choose currency
Add Coupon. You can create coupons and determine the amount. It can be a fixed amount or percentage. A coupon can be applied for one month, multiple months, or forever.
Add trial. You can create a trial to apply to the subscription. The client will then be charged at the end of the trial period. Note: Please designate the trial duration in days.
Select the payment method. You can manually enter the client's credit card or send an invoice via email. Note: Email invoices are valid for 30 days.
Review payment summary. This will show you the product, coupon, trial, when the charge will occur, and the amount.
Payment History Tab:
Organization admins will have access to view all charges on this page.
Payments will be listed with the following status:
Succeeded
Refunded
Incomplete
On this page, you can refund a charge and send a receipt via email.
Subscriptions Tab:
Organization admins will have access to all subscriptions. On this page, you will see a list of all subscriptions with their current status. The status can be any of the following:
Active
Trialing with the end date of the trial
Canceled
Cancels on date
This page is where you can change subscriptions and cancel subscriptions.
Changing Subscriptions:
If a user upgrades their subscription, the time spent on the upgraded package will be added to the next billing cycle invoice.
If the user downgrades their subscription, a prorated credit will be applied to the next billing cycle invoice.
Canceling Subscriptions:
When canceling a subscription you can choose to cancel immediately or at the end of the billing cycle.
If you choose to cancel immediately you can select to refund with the cancelation.
Refund: A refund can be for the last payment or for a prorated amount
Product Pages:
Product Pages are pages created to feature a program. These pages can be used as a direct sale or they can be added to an Online Store for clients to view with other programs.
Once a program is purchased the client will automatically get added to Bridge and assigned the program associated with the page.
Online Store:
An Online Store can double as your own website! This is a customizable page that can feature multiple programs for sale. This is a great place to add more information about your business and can be a landing page for clients to access your training.
Members Management:
This is a dashboard to manage all clients in your organization. In one glance you can view the status of their program and subscription. You can then perform bulk or one-off actions such as assigning programs or deactivating users.