Sell Packages & Take Payments
Create coaching packages, share a checkout link, and manage subscriptions — all on Stripe.
What you will learn
Package builder
One-time payments, subscriptions, and bundles with custom durations.
Checkout link
A branded checkout URL clients can use to self-purchase.
Managing purchases
How to upgrade, pause, or cancel a client's package after sale.
Show transcript
- 0:02Hey guys, in this video we're going to
- 0:04be looking at Hubit's payments and
- 0:06packages system. I'm going to show you
- 0:08how you can create packages, how they
- 0:09look, and then how you can manage a
- 0:11package that a client has purchased. So
- 0:13this here is your packages page, and you
- 0:15can also view your packages
- 0:16individually. I'm going to do a deep
- 0:18dive into this, but for now, let's
- 0:20actually create these packages. So let's
- 0:22jump back into and actually create our
- 0:24package. You'll see here under the
- 0:25packages section, you have two options.
- 0:28You have your packages and your coupons.
- 0:30For packages, you can create as many
- 0:32packages as you want. You'll be able to
- 0:34click here to open up Stripe. You'll be
- 0:36able to click here to open up the
- 0:37packages page. And then if you want to
- 0:38add a package, you can do so here.
- 0:40You'll see here we have the package
- 0:41name, the price, how long it's for, and
- 0:43then you'll see these two options,
- 0:45active and visible. You might want to
- 0:47have certain packages, but you don't
- 0:49want it to be visible in your packages
- 0:51page. So, you can hide it, but you can
- 0:52still share the link. Here you have the
- 0:54option of having the package active or
- 0:56not active. if it's not active, it's
- 0:58still visible, but they won't be able to
- 1:00purchase that package. So, maybe it's a
- 1:01nice way to show that package has been
- 1:03sold out, it's no longer available. So,
- 1:05let's go ahead and create a package. I'm
- 1:07going to go ahead and click add package.
- 1:09You'll see here you have a couple of
- 1:10options which we will dive into. The
- 1:12first is your setup. So, this is just
- 1:13the package name, the pricing. You then
- 1:15have your automations option, and then
- 1:17you can add the benefits. So, let's go
- 1:19ahead and create a package. Let's create
- 1:21a running challenge. Currency, we can
- 1:23keep that as USD here. What type of plan
- 1:25do we want? So, do we want it just a
- 1:27one-time payment? Do we want it weekly
- 1:29subscription or monthly? In this case,
- 1:31I'm going to stick to a monthly
- 1:32subscription. And then you can pick how
- 1:34long. Is it 3 months? Is it 9 months? Is
- 1:36it indefinite until the client or
- 1:38yourself cancels it? You can pick the
- 1:40option here. In this case, let's say
- 1:42it's a 3 months plan. And then let's say
- 1:44it will be 90 a month. You'll see here
- 1:46you have an option to include a free
- 1:47trial and you have an option to include
- 1:49an initial fee. So, if you want to
- 1:50include a free trial, you can just click
- 1:52this and then pick the trial days. If
- 1:54you want to include an initial fee, you
- 1:56can pick this and select what the
- 1:57initial fee is. So what this means is it
- 1:59will charge them their subscription for
- 2:01the month. But for the first month,
- 2:02there will also be an initial fee. You
- 2:03will also see this option here and it
- 2:05says give clients instant access upon
- 2:07purchase. If selected, once the client
- 2:09purchases the package, it will send them
- 2:11their login instructions. This is ideal
- 2:13for if you just want them to have
- 2:15instant access and you want everything
- 2:17to be automated. So let's go ahead and
- 2:19do next. Here you'll see for automations
- 2:22you can attach an onboarding flow. So an
- 2:24onboarding flow just for some quick
- 2:26context is something that you can create
- 2:28in HubFit that allows you to group a
- 2:30bunch of settings together such as
- 2:32training plans, nutrition plans. I won't
- 2:34dive into that in this video, but you
- 2:36can find different video regarding
- 2:38onboarding flows. In this case, I'll
- 2:39select on boarding flow. I have one on
- 2:41boarding flow called running challenge.
- 2:43And if I click this, you'll see here all
- 2:45the different stuff that will be
- 2:46automated once the client purchases the
- 2:48package. It will add a tag for the
- 2:49client. It will add some questionnaires,
- 2:51some check-in forms, workout plans. It
- 2:54will add some habits for them, add them
- 2:55to a running challenge community. It
- 2:57will add some resources into their
- 2:58vault. So, this allows you to completely
- 3:00automate everything as soon as the
- 3:02client purchases the package. Next, we
- 3:04have the benefits. You'll see we can add
- 3:06different benefits. So, you could say,
- 3:07for example, access to community group.
- 3:12And then, let's add another benefit.
- 3:13Let's say they get tailored nutrition
- 3:15plan. And let's also say they get a
- 3:18weekly check-in. And this will be added
- 3:21to our packages for the clients to see
- 3:23the benefits that they get. Let's go
- 3:25ahead and do add package. So just like
- 3:27that, we've created our package. So this
- 3:29is our running challenge. Now let's go
- 3:31ahead and view what that looks like. So
- 3:33I can click this drop down here. You can
- 3:35click preview and you can also copy the
- 3:37link to send to a client. For now, let's
- 3:39click preview. So here you see you have
- 3:42the package that you created. You have
- 3:44the name of the package. It's a 3mon
- 3:46subscription. It's for 90 USD a month.
- 3:48And here are the benefits that we added.
- 3:50And then here is some additional
- 3:52description that we added to the
- 3:53package. You'll see over here as well,
- 3:55you have the logo, the name, and then
- 3:57the color. This could be branded to
- 3:59match your brand. I'll show you how to
- 4:00do that in a bit. The client can
- 4:02purchase a package by clicking this
- 4:03here, and then they'll be prompted to
- 4:05enter their name. Once they enter their
- 4:07name and do purchase, it will take them
- 4:09to a Stripe checkout. This here can also
- 4:11be branded. I'll show you what that
- 4:13looks like later on. So now I want to
- 4:14show you this option here, the packages
- 4:16page. This allows you to have all your
- 4:18packages in one place. So think of it as
- 4:20a pricing/p packages page. You can share
- 4:22one link and then the client pick a
- 4:24package that they want. This visible
- 4:26option here allows you to hide something
- 4:27from that page. So let's for example say
- 4:29we don't want to show the running
- 4:31challenge on that page. So I can hide
- 4:33it, but it's still active. If I send the
- 4:35link to the client for this specific
- 4:36package, they can still purchase it.
- 4:38Let's go ahead and click packages page.
- 4:40Here you'll see similar. You have your
- 4:43logo, your name, your theme color, and
- 4:45here we have three packages. I have
- 4:47different examples. So, in this case,
- 4:48you have a 7-day trial. In this case,
- 4:50you have an initial fee. In this case,
- 4:52it's just a onetime payment. But this is
- 4:54what your packages page would look like.
- 4:56Purchasing the package would be similar.
- 4:57If they click on this here, they'll
- 4:59enter their information and they'll go
- 5:00to a Stripe checkout page. So, that's
- 5:02everything for packages. I'll show you
- 5:04how we can actually brand those
- 5:06packages. So, if you just go to your
- 5:08branding, you can customize your
- 5:10branding here. So let's say for example
- 5:12for the name we just want to be called
- 5:13elite fitness and then for the color
- 5:16we'll go with a green and for the logo
- 5:18I'll just change it to a orange picture.
- 5:20I'll go ahead and do save changes. So
- 5:22here you'll see our branding we have the
- 5:24name, the image and the color. And if I
- 5:26go to the individual page you'll also
- 5:28see we have the branding, the color. And
- 5:30what's nice is this also translates to
- 5:32the Stripe checkout. So if I do purchase
- 5:34you'll see here it's fully branded with
- 5:36the color and your logo on the Stripe
- 5:39checkout page. So your branding really
- 5:40carries from your packages to the stripe
- 5:42checkout to give a more custom
- 5:45experience for yourself and your
- 5:46clients. So let's jump back into the
- 5:49packages and look at the coupons. So for
- 5:51coupons, you can create multiple
- 5:53different coupons that clients can use
- 5:55when purchasing a package. So if I do
- 5:57add coupon, you'll see here you have the
- 5:59option to add the name, add the code
- 6:02that they use. Then you have the option
- 6:04to either pick a percentage type of
- 6:06discount or a fixed amount. So maybe you
- 6:08just want to give them $10 off or maybe
- 6:10you want to give them 50% off. You can
- 6:12pick between the two and you'd enter. So
- 6:14for example, here we want 50%. And then
- 6:16you can pick how often is this discount
- 6:18applied. So for example, maybe they'll
- 6:20just apply this discount and it's only
- 6:22applied once. Maybe you want it for
- 6:24multiple months. Maybe you want it for 2
- 6:26months or 3 months. You can pick the
- 6:28actual duration of the discount. You can
- 6:30also limit redemptions. Maybe you want
- 6:32to have some sort of promo and say, you
- 6:34know, the first 10 can get 50% discount.
- 6:37And you can also add an expiry date.
- 6:39Let's say we want to create this coupon
- 6:40to expire in two days. We want to limit
- 6:42it to 10 redemptions. And we'll just
- 6:44call this New Year's. And we'll say New
- 6:47Year's discount. And I'll do add coupon.
- 6:50So here you'll see you have the discount
- 6:52that we just created. We called it New
- 6:53Year's. Here's the code that you share
- 6:55with the client. It was a 50% discount.
- 6:57It's valid until the 29th. The usage is
- 7:000 out of 10 so far. And you can decide
- 7:02if it's active or not with this option
- 7:04here. Next, I want to show you how it
- 7:06looks like on a client's profile once
- 7:08they purchase a package. So, right now,
- 7:09I have a client's profile open. You'll
- 7:11see here in the overview of the client
- 7:13profile, there's a payment section right
- 7:15here. This payment section shows you the
- 7:17subscription that they have currently,
- 7:18and this is the one that's active. And I
- 7:20can see when it ends, it ends in 3
- 7:22months. I can also see all their past
- 7:24payments. I can click on this billing
- 7:26profile to view their billing profile.
- 7:28And I can also click on this to manage
- 7:29their subscription. And the client can
- 7:31also log into their account from the
- 7:32web. And then they can come here and
- 7:34click manage subscriptions to cancel
- 7:36their subscription if they'd like to or
- 7:38to update their payment information. So
- 7:40that's everything there is to Hubit's
- 7:41payments and packages system. You can
- 7:43create multiple packages. You get your
- 7:45own packages page that you can share
- 7:47with your clients with a unique link.
- 7:49You can create coupons and you can
- 7:50completely brand it so it looks like
- 7:52your own pricing page. If you have any
- 7:54questions, please feel free to leave
- 7:55them in the comments below.
Automate & Scale
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