How to Manage Free Seats
Trevor Brown
20 steps
3 minutes
Stripe
Lifebase
To start, log in to your ENTITY Dashboard.
1
Click "Profile"
2
Click "Payment"
3
Scroll to the bottom of the page and click "Manage members"
4
Type "[test@test.com](mailto:test@test.com)"
5
Type in the email address of the User who will get free access
6
Click "Add"
7
"Logout" of your Entity dashboard
8
Login to your Coach dashboard
9
Type "trevor"
10
Click "Add New Customer" if User is with you. Otherwise, send them the normal registration link like any other paying client
11
Click "Click Here to Get Started!" and complete the standard registration process
12
Fill out the questionnaire
13
Fill in all personal data
14
Fill in the address and click "Next Step"
15
Choose the Coach
16
Click the "Free access" subscription
17
Click "Submit Form"
18
They do not have to complete payment and will instead see this window as though they did
19
Log back into your Coach dashboard where you will be able to see the client in the "Pre-registered" status. Click their name to complete setup
20
Click here.
How to Manage Free Seats
Trevor Brown
20 steps
3 minutes
Stripe
Lifebase
To start, log in to your ENTITY Dashboard.
1
Click "Profile"
2
Click "Payment"
3
Scroll to the bottom of the page and click "Manage members"
4
Type "[test@test.com](mailto:test@test.com)"
5
Type in the email address of the User who will get free access
6
Click "Add"
7
"Logout" of your Entity dashboard
8
Login to your Coach dashboard
9
Type "trevor"
10
Click "Add New Customer" if User is with you. Otherwise, send them the normal registration link like any other paying client
11
Click "Click Here to Get Started!" and complete the standard registration process
12
Fill out the questionnaire
13
Fill in all personal data
14
Fill in the address and click "Next Step"
15
Choose the Coach
16
Click the "Free access" subscription
17
Click "Submit Form"
18
They do not have to complete payment and will instead see this window as though they did
19
Log back into your Coach dashboard where you will be able to see the client in the "Pre-registered" status. Click their name to complete setup
20
Click here.