Phase 1: Business & Payment Setup
Estimated Reading Time: 4 minutes
Applies to: All Plans (Some features may require PRO, Premium or Add-On)
Quick Summary
Configure your business identity, payment setup, and booking preferences before promoting your app to the world. This phase ensures your platform is set up correctly before you create products, activities, or publish your schedule for bookings.
Why This Matters
These settings define the look and feel of your platform as well as how your platform behaves.
A correct basic setup helps prevent billing, booking, and payment issues later on. It also ensures your business looks professional and is ready to support automated payments.
Core Concept
Phase 1 prepares the foundation of your Trainin setup. See it as the backbone of your system.
In this phase, you set-up your business identity, activate your payment engine, and configure the global preferences that affect bookings and customer data.
Setup Progress
Current Phase
Phase 1 — Business & Payment Setup
Next
Phase 2 — Team Setup
Phase 3 — Product & Activity Setup
Phase 4 — Schedule Setup
Phase 5 — Client Setup
Phase 6 — System Check
Phase 7 — Go Live
Steps to success
1 - Set Up Your Business Identity: Configure your business settings and alter how it is presented to your current- or potential customers.
Goal: This step focuses on your company information, Portal and App branding, and client-facing policies.
– How to Configure Your Business Profile & App Settings (within Trainin)
– How to add your Terms & Conditions for clients to accept
2 - Configure Your Payment Engine: Before selling anything through your own ‘digital’ shop, for example: memberships or credit packs, your payment setup must be completed and connected.
Goal: This step focuses on connecting Mollie, activating automated payments, configuring invoicing and payment rules.
– How to Connect Mollie to Trainin & Activate Online Payments
– How to Set Up or Customize Standard Invoice Settings
– How to set-up automated payments (i.e. Direct Debit payments)
– How to enable Peppol for automated electronic B2B invoicing (Belgium Only)
*What are the Mollie transaction fees
3 - Define Business Preferences: Set the default rules that control how your business operates in Trainin.
Goal: This step focuses on booking behavior, schedule preferences, and the information you want to collect from clients.
– How to set Global Booking Rules and Schedule preferences
– How to set the information you will like to capture from customers by default
– How to activate and setup Family Accounts (PRO & PREMIUM)
– How to define Business Locations and Room configurations (PREMIUM)
– How to setup and manage your rooms and equipment for rental (Add-on & PREMIUM)
Best Practice
Complete this phase before creating any product. This ensures your payments, invoices, and booking rules are already in place before clients begin purchasing or booking.
Tips
Create your Mollie account in time, as it can take a few days for it to be ready.
Review your payment preferences before going live so you charge your customers based on your preference (Ex: 1 of the month).
Common Questions
Do I need to complete all articles in this phase?
– Not always. Some articles depend on your plan or whether you use a specific feature.
Should I connect payments before creating products?
– This is the recommended order and helps prevent billing issues later.
Can I change these settings later?
– Yes. Most settings in Trainin can be adjusted after launch as your business grows.
Related Articles
– Phase 2: Team Setup
– Trainin Quick Start Guide: From Zero to Live