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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
  1. 0:02Hey guys, in this video we're going to
  2. 0:04be looking at Hubit's payments and
  3. 0:06packages system. I'm going to show you
  4. 0:08how you can create packages, how they
  5. 0:09look, and then how you can manage a
  6. 0:11package that a client has purchased. So
  7. 0:13this here is your packages page, and you
  8. 0:15can also view your packages
  9. 0:16individually. I'm going to do a deep
  10. 0:18dive into this, but for now, let's
  11. 0:20actually create these packages. So let's
  12. 0:22jump back into and actually create our
  13. 0:24package. You'll see here under the
  14. 0:25packages section, you have two options.
  15. 0:28You have your packages and your coupons.
  16. 0:30For packages, you can create as many
  17. 0:32packages as you want. You'll be able to
  18. 0:34click here to open up Stripe. You'll be
  19. 0:36able to click here to open up the
  20. 0:37packages page. And then if you want to
  21. 0:38add a package, you can do so here.
  22. 0:40You'll see here we have the package
  23. 0:41name, the price, how long it's for, and
  24. 0:43then you'll see these two options,
  25. 0:45active and visible. You might want to
  26. 0:47have certain packages, but you don't
  27. 0:49want it to be visible in your packages
  28. 0:51page. So, you can hide it, but you can
  29. 0:52still share the link. Here you have the
  30. 0:54option of having the package active or
  31. 0:56not active. if it's not active, it's
  32. 0:58still visible, but they won't be able to
  33. 1:00purchase that package. So, maybe it's a
  34. 1:01nice way to show that package has been
  35. 1:03sold out, it's no longer available. So,
  36. 1:05let's go ahead and create a package. I'm
  37. 1:07going to go ahead and click add package.
  38. 1:09You'll see here you have a couple of
  39. 1:10options which we will dive into. The
  40. 1:12first is your setup. So, this is just
  41. 1:13the package name, the pricing. You then
  42. 1:15have your automations option, and then
  43. 1:17you can add the benefits. So, let's go
  44. 1:19ahead and create a package. Let's create
  45. 1:21a running challenge. Currency, we can
  46. 1:23keep that as USD here. What type of plan
  47. 1:25do we want? So, do we want it just a
  48. 1:27one-time payment? Do we want it weekly
  49. 1:29subscription or monthly? In this case,
  50. 1:31I'm going to stick to a monthly
  51. 1:32subscription. And then you can pick how
  52. 1:34long. Is it 3 months? Is it 9 months? Is
  53. 1:36it indefinite until the client or
  54. 1:38yourself cancels it? You can pick the
  55. 1:40option here. In this case, let's say
  56. 1:42it's a 3 months plan. And then let's say
  57. 1:44it will be 90 a month. You'll see here
  58. 1:46you have an option to include a free
  59. 1:47trial and you have an option to include
  60. 1:49an initial fee. So, if you want to
  61. 1:50include a free trial, you can just click
  62. 1:52this and then pick the trial days. If
  63. 1:54you want to include an initial fee, you
  64. 1:56can pick this and select what the
  65. 1:57initial fee is. So what this means is it
  66. 1:59will charge them their subscription for
  67. 2:01the month. But for the first month,
  68. 2:02there will also be an initial fee. You
  69. 2:03will also see this option here and it
  70. 2:05says give clients instant access upon
  71. 2:07purchase. If selected, once the client
  72. 2:09purchases the package, it will send them
  73. 2:11their login instructions. This is ideal
  74. 2:13for if you just want them to have
  75. 2:15instant access and you want everything
  76. 2:17to be automated. So let's go ahead and
  77. 2:19do next. Here you'll see for automations
  78. 2:22you can attach an onboarding flow. So an
  79. 2:24onboarding flow just for some quick
  80. 2:26context is something that you can create
  81. 2:28in HubFit that allows you to group a
  82. 2:30bunch of settings together such as
  83. 2:32training plans, nutrition plans. I won't
  84. 2:34dive into that in this video, but you
  85. 2:36can find different video regarding
  86. 2:38onboarding flows. In this case, I'll
  87. 2:39select on boarding flow. I have one on
  88. 2:41boarding flow called running challenge.
  89. 2:43And if I click this, you'll see here all
  90. 2:45the different stuff that will be
  91. 2:46automated once the client purchases the
  92. 2:48package. It will add a tag for the
  93. 2:49client. It will add some questionnaires,
  94. 2:51some check-in forms, workout plans. It
  95. 2:54will add some habits for them, add them
  96. 2:55to a running challenge community. It
  97. 2:57will add some resources into their
  98. 2:58vault. So, this allows you to completely
  99. 3:00automate everything as soon as the
  100. 3:02client purchases the package. Next, we
  101. 3:04have the benefits. You'll see we can add
  102. 3:06different benefits. So, you could say,
  103. 3:07for example, access to community group.
  104. 3:12And then, let's add another benefit.
  105. 3:13Let's say they get tailored nutrition
  106. 3:15plan. And let's also say they get a
  107. 3:18weekly check-in. And this will be added
  108. 3:21to our packages for the clients to see
  109. 3:23the benefits that they get. Let's go
  110. 3:25ahead and do add package. So just like
  111. 3:27that, we've created our package. So this
  112. 3:29is our running challenge. Now let's go
  113. 3:31ahead and view what that looks like. So
  114. 3:33I can click this drop down here. You can
  115. 3:35click preview and you can also copy the
  116. 3:37link to send to a client. For now, let's
  117. 3:39click preview. So here you see you have
  118. 3:42the package that you created. You have
  119. 3:44the name of the package. It's a 3mon
  120. 3:46subscription. It's for 90 USD a month.
  121. 3:48And here are the benefits that we added.
  122. 3:50And then here is some additional
  123. 3:52description that we added to the
  124. 3:53package. You'll see over here as well,
  125. 3:55you have the logo, the name, and then
  126. 3:57the color. This could be branded to
  127. 3:59match your brand. I'll show you how to
  128. 4:00do that in a bit. The client can
  129. 4:02purchase a package by clicking this
  130. 4:03here, and then they'll be prompted to
  131. 4:05enter their name. Once they enter their
  132. 4:07name and do purchase, it will take them
  133. 4:09to a Stripe checkout. This here can also
  134. 4:11be branded. I'll show you what that
  135. 4:13looks like later on. So now I want to
  136. 4:14show you this option here, the packages
  137. 4:16page. This allows you to have all your
  138. 4:18packages in one place. So think of it as
  139. 4:20a pricing/p packages page. You can share
  140. 4:22one link and then the client pick a
  141. 4:24package that they want. This visible
  142. 4:26option here allows you to hide something
  143. 4:27from that page. So let's for example say
  144. 4:29we don't want to show the running
  145. 4:31challenge on that page. So I can hide
  146. 4:33it, but it's still active. If I send the
  147. 4:35link to the client for this specific
  148. 4:36package, they can still purchase it.
  149. 4:38Let's go ahead and click packages page.
  150. 4:40Here you'll see similar. You have your
  151. 4:43logo, your name, your theme color, and
  152. 4:45here we have three packages. I have
  153. 4:47different examples. So, in this case,
  154. 4:48you have a 7-day trial. In this case,
  155. 4:50you have an initial fee. In this case,
  156. 4:52it's just a onetime payment. But this is
  157. 4:54what your packages page would look like.
  158. 4:56Purchasing the package would be similar.
  159. 4:57If they click on this here, they'll
  160. 4:59enter their information and they'll go
  161. 5:00to a Stripe checkout page. So, that's
  162. 5:02everything for packages. I'll show you
  163. 5:04how we can actually brand those
  164. 5:06packages. So, if you just go to your
  165. 5:08branding, you can customize your
  166. 5:10branding here. So let's say for example
  167. 5:12for the name we just want to be called
  168. 5:13elite fitness and then for the color
  169. 5:16we'll go with a green and for the logo
  170. 5:18I'll just change it to a orange picture.
  171. 5:20I'll go ahead and do save changes. So
  172. 5:22here you'll see our branding we have the
  173. 5:24name, the image and the color. And if I
  174. 5:26go to the individual page you'll also
  175. 5:28see we have the branding, the color. And
  176. 5:30what's nice is this also translates to
  177. 5:32the Stripe checkout. So if I do purchase
  178. 5:34you'll see here it's fully branded with
  179. 5:36the color and your logo on the Stripe
  180. 5:39checkout page. So your branding really
  181. 5:40carries from your packages to the stripe
  182. 5:42checkout to give a more custom
  183. 5:45experience for yourself and your
  184. 5:46clients. So let's jump back into the
  185. 5:49packages and look at the coupons. So for
  186. 5:51coupons, you can create multiple
  187. 5:53different coupons that clients can use
  188. 5:55when purchasing a package. So if I do
  189. 5:57add coupon, you'll see here you have the
  190. 5:59option to add the name, add the code
  191. 6:02that they use. Then you have the option
  192. 6:04to either pick a percentage type of
  193. 6:06discount or a fixed amount. So maybe you
  194. 6:08just want to give them $10 off or maybe
  195. 6:10you want to give them 50% off. You can
  196. 6:12pick between the two and you'd enter. So
  197. 6:14for example, here we want 50%. And then
  198. 6:16you can pick how often is this discount
  199. 6:18applied. So for example, maybe they'll
  200. 6:20just apply this discount and it's only
  201. 6:22applied once. Maybe you want it for
  202. 6:24multiple months. Maybe you want it for 2
  203. 6:26months or 3 months. You can pick the
  204. 6:28actual duration of the discount. You can
  205. 6:30also limit redemptions. Maybe you want
  206. 6:32to have some sort of promo and say, you
  207. 6:34know, the first 10 can get 50% discount.
  208. 6:37And you can also add an expiry date.
  209. 6:39Let's say we want to create this coupon
  210. 6:40to expire in two days. We want to limit
  211. 6:42it to 10 redemptions. And we'll just
  212. 6:44call this New Year's. And we'll say New
  213. 6:47Year's discount. And I'll do add coupon.
  214. 6:50So here you'll see you have the discount
  215. 6:52that we just created. We called it New
  216. 6:53Year's. Here's the code that you share
  217. 6:55with the client. It was a 50% discount.
  218. 6:57It's valid until the 29th. The usage is
  219. 7:000 out of 10 so far. And you can decide
  220. 7:02if it's active or not with this option
  221. 7:04here. Next, I want to show you how it
  222. 7:06looks like on a client's profile once
  223. 7:08they purchase a package. So, right now,
  224. 7:09I have a client's profile open. You'll
  225. 7:11see here in the overview of the client
  226. 7:13profile, there's a payment section right
  227. 7:15here. This payment section shows you the
  228. 7:17subscription that they have currently,
  229. 7:18and this is the one that's active. And I
  230. 7:20can see when it ends, it ends in 3
  231. 7:22months. I can also see all their past
  232. 7:24payments. I can click on this billing
  233. 7:26profile to view their billing profile.
  234. 7:28And I can also click on this to manage
  235. 7:29their subscription. And the client can
  236. 7:31also log into their account from the
  237. 7:32web. And then they can come here and
  238. 7:34click manage subscriptions to cancel
  239. 7:36their subscription if they'd like to or
  240. 7:38to update their payment information. So
  241. 7:40that's everything there is to Hubit's
  242. 7:41payments and packages system. You can
  243. 7:43create multiple packages. You get your
  244. 7:45own packages page that you can share
  245. 7:47with your clients with a unique link.
  246. 7:49You can create coupons and you can
  247. 7:50completely brand it so it looks like
  248. 7:52your own pricing page. If you have any
  249. 7:54questions, please feel free to leave
  250. 7:55them in the comments below.

Automate & Scale

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