Set Up Recurring Payments for Clients

Let’s get started

Step 1: Log in to your agent dashboard and click on More > Application & Profile Builder as shown in the screenshot below.

Step 2: Click the Add button to create a new section for memberships.

Step 3: Enter a name for the section, select Section as the Builder Type, Client as the User Type, and General as the Section Type.

To learn more about adding a section, refer to the Add a New Section to Profile or Application article.

Step 4: Enter the Field Label and Profile Label, then select Stripe Subscription Selection as the Field Type.

You may also add this field or question for selecting membership to any existing section, if you choose to do so.

Step 5: In the List Headers field, enter the options you want clients to choose from for recurring charges.

For example: Monthly and Annually.

Step 6: In the List Descriptions field, enter the description for each option added in the previous step.

Step 7: Enter the Plan IDs for both options (for example, Monthly and Annually).

Step 8: Click Save button to apply the changes.

The membership section will be created successfully and clients will be able to select their preferred recurring payment option.

NOTE: Learn how to properly add a payment field to a profile or application to accept this recurring payment.