This page covers sending payment requests, understanding fees, issuing refunds, crediting and forfeiting sessions, and viewing your transaction history.
Sending a Payment Request
You initiate all payments by sending a request to your client.
To send a payment request:
Tap Transactions in the bottom navigation bar
Tap Payments
Select a client
Use the + and - buttons to set the number of sessions
Review the rate per session (auto-filled from the client's profile), total and your net amount after fees
Tap Send.
The client receives a notification with the amount and session count. They review and pay through Stripe on their device.
Note: You can only have one active payment request per client at a time. Requests expire after 24 hours.
Understanding Fees
PT Organizer charges a flat 1.99% fee per transaction. Stripe also applies its own processing fees (2.9% + $0.30 per transaction, plus 0.5% for Stripe Connect).
When you send a payment request, the app shows a breakdown of all fees and the net amount you'll receive. This is visible before you send.
Fee Display Differences
Your Stripe Dashboard and PT Organizer display fees differently:
Stripe Dashboard: shows the net amount after all fees (Stripe + PT Organizer combined)
PT Organizer: shows the Stripe fees separately from the PT Organizer fee.
Both are correct. The total deducted is the same.
Issuing a Refund
Only PTs can issue refunds. Clients cannot request refunds through the app.
To issue a refund:
Tap Transactions in the bottom navigation bar
Tap Refunds
Select a client
Set the number of sessions to refund
Review the refund amount
Confirm.
The refund is processed through Stripe and returned to the client's original payment method.
Credit vs Forfeit
When a session is cancelled (by you or at a client's request), you choose how to handle it:
Credit: the session is returned to the client's balance. No money changes hands. The client can book a new session with the credited balance. Use this when the cancellation is reasonable, such as illness or bad weather.
Forfeit: the session is marked as used with no return. The client's balance decreases. Use this when the client missed a session or cancelled without sufficient notice.
To credit or forfeit a session:
After cancelling a session, a screen appears with reason options
Select a reason
Choose Credit or Forfeit
Confirm.
Tip: Use the Credit feature instead of issuing refunds wherever possible. Credits keep the money in the system and avoid Stripe processing fees on a new purchase.
Transaction History
To view your full transaction history:
Tap Transactions in the bottom navigation bar
Tap History
Use the time period filter to narrow results.
The history screen shows total purchases, total refunds and net revenue for the selected period. Tap any transaction to see full details including date, session count, amount, fees, payment method and transaction ID.
You can also view transactions for a specific client from their profile by tapping the Session Details card.
Stripe Dashboard
Your Stripe account is where your earnings are held and paid out to your bank.
To access the Stripe Dashboard:
Go to Settings > Stripe Account
Enter the SMS verification code sent to your phone
The Stripe Dashboard opens.
The dashboard has three sections:
Home: earnings overview, recent activity and time period filter.
Balance: detailed transaction history with filter and sort options, plus payout information. You can export records for your own bookkeeping.
Tasks: any pending items Stripe needs from you, such as verification updates.
To update your payout bank account or manage payment settings, tap the profile icon within the Stripe Dashboard.