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Charging a member

TrainOS gives you a fast way to charge a member for anything — a membership plan, a store product, or any custom amount — without them needing to be in the app themselves. This page covers where to start a charge, how the payment gets collected, and what your members see afterward.

Charge from Dashboard home

Your Dashboard home page has a Charge button in its header. Click it and a short wizard walks you through it.

www.trainos.site/dashboard
Charge Someone
Select a member
Search members...
Charge a stranger
No member record — collect a card at checkout
MR
Maria Reyes
Blue · 2 stripes
AK
Amir Khan
White · 4 stripes
Step 1. Search for a member, or charge someone who isn't on your roster at all.
1

Pick who you're charging

Search for a member, or choose Charge a stranger for a walk-in who isn't on your roster.

2

Pick what you're charging for

Choose Membership Plan to start a subscription, Store Product to sell something, or One-Time Charge for any amount. TrainOS explains right there if an option isn't available yet — a plan and a product both need a real member, and Membership Plan greys out with the reason "Member already has an active subscription" once someone already has one.

3

Enter the details

A plan or product picker for those charge types, or an Amount and a Description for a one-time charge.

4

Confirm

Review it, then confirm. TrainOS shows Charged $45.00 to Maria Reyes — or just the amount, for a stranger.

Charge from a member's profile

On any member's profile, click Charge. Enter an Amount and a Description, then confirm. This charges that member only — there's no member picker and no choice of charge type, just a fast one-time charge.

The Membership card on the same profile has its own Start Subscription button for recurring billing instead — see Subscriptions & policies.

Sell from the Store

Selling a product face-to-face has its own flow on the Store page's Charge Member button — one product per charge, with a live check for whether the member has a card on file. See Charge a member at the front desk.

Charge from your phone

Your Admin home has the same wizard as the web dashboard, one tap away.

9:41
Home
Quick Actions
Add Member
Charge
Charge opens the same wizard as the web dashboard.

There's a second way in, on a member's own profile: open Manage Membership, then tap Charge One-Time Fee to bill an additional amount. It's tucked inside Manage Membership, so it only shows up for a member who already has one — for everyone else, use the Charge tile from your Admin home instead.

How the money gets collected

You confirm the charge
Amount, description, or plan or product picked
a card is already on file
Charged
No need for the member to be there
Done instantly

When a card is already on file, the charge finishes the moment you confirm it.

You confirm the charge
Amount, description, or plan or product picked
no card on file yet
Card entered
Typed into the same dialog you're already using
automatically
Charged, and saved
No checkbox to tick — it's ready for next time
Saved for next time

With no card on file, you collect one in the same dialog — and it's remembered. See Cards on file.

A member with no email and no app can be charged exactly the same way. Their card is collected and saved to their profile like anyone else's — they just can't add it themselves from a phone they don't have.

If a bank asks for extra verification

Occasionally a bank wants proof before it approves a charge on a saved card. TrainOS shows "The bank is requesting an identity check." The cardholder may need to approve it from their banking app or enter a passcode — you and TrainOS never see those details. Click Verify with Bank, and the charge finishes the moment they approve it.

What your members see

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Payment History
Private Lesson
Jul 29
$45.00
Unlimited Adults
Membership · Jul 1
$150.00
Every charge appears here immediately, whichever entry point you used.

Receipts aren't emailed automatically. Open the charge in Payments & charges and click Email Receipt to send one on demand.

Who's allowed to do what

Charging a member is an owner and admin job. Every Charge entry point — Dashboard home, a member's profile, the Store, or your phone — lives on the web dashboard or the admin side of the mobile app.

See also