Automate Package or Subscription Billing

Get paid on time, every time — without chasing invoices or Venmo screenshots.

Background & Why This Matters

If you offer services like personal training, therapy sessions, coaching, or wellness treatments — chances are some clients want packages or ongoing support.

But managing that manually (monthly invoices, reminders, missed payments) creates a ton of admin work.

Worse, it introduces awkward money conversations that can strain client relationships.

That’s where automated recurring billing comes in — freeing up your time, stabilizing your income, and delivering a smoother client experience.

What You’ll Achieve

You’ll set up a system to:

Offer recurring packages or subscriptions (e.g., 4 sessions/month)
Auto-bill clients monthly, quarterly, or per package
Send confirmations and receipts
Optionally limit bookings to paid clients only

What to Expect After Setup

Clients are billed automatically — no reminders needed
You’ll create predictable income
Clients feel more committed and consistent

What You’ll Need

You’ll only need 30-60 minutes and free/low-cost tools to get started:

Billing platform like Practice, MoonClerk, Stripe, Square, or Memberstack
Booking tool (optional) like Acuity, Calendly, Square Appointments
CRM or email list (optional) like ConvertKit, MailerLite, Notion

Step-by-Step Instructions

Let’s walk through using Practice for subscription billing.

✅ Step 1: Create a Practice Account

Go to Practice.do and sign up
Choose the “Solo” or “Pro” plan depending on your needs
Connect your Stripe account under Settings → Payments

✅ Step 2: Create a Subscription or Package

Go to Payments → Plans → + Create Plan
Choose:
- Subscription: for ongoing (e.g., $199/month for 2 calls)
- Package: for fixed sessions (e.g., 5-pack of massages)
Add plan details:
- Name, price, and frequency (monthly, one-time, etc.)
- Number of included sessions (if applicable)
- Auto-renew on or off

✅ Step 3: Add Booking Rules (Optional)

Enable Practice’s integrated scheduling or link to Acuity/Calendly
Limit bookings to clients with active packages
Add calendar availability for session times

✅ Step 4: Customize Client Emails

Go to Settings → Notifications
Edit confirmation, welcome, and payment emails to match your tone – “Thanks for enrolling in Monthly Wellness Coaching! You’re all set. Let’s book your first session.”

✅ Step 5: Share or Send the Plan

Create a shareable link for the plan
Add to your site or email directly to interested clients
Bonus: Set up a form or DM automation to guide people into the plan

Want this done for you?

Book a free 30-min AI Strategy Connect — we’ll look at your workflow and I’ll show you how to set it up or handle it for you.