Business - Soul Help Center

Get paid, price your membership, run promotions, look after customers and read your numbers.

The Business pillar is where the money side of your practice lives: how you get paid, what your membership costs, who has bought from you, refunds, and how it's all going.

When to use what

If you want to…	Go to
Get paid into your bank	Set Up Payout on Home, then Business → Payouts & Transactions
Set what members pay to join your portal	Business → Pricing
Create a discount code or free trial	Business → Pricing → Promotions
Ask new subscribers questions, or edit your membership FAQ	Business → Onboarding
See everyone who's bought or subscribed, invite people, export your list	Business → Customers & Subscribers
Refund a payment	Business → Payouts & Transactions, open the payment
Export payments for your accountant	Business → Payouts & Transactions → Transactions → Export CSV
Refer another practitioner for free days on Soul	Business → Grow Revenue
Handle a refund a member asked for	Business → Refund Requests
See revenue, MRR and churn	Business → Analytics
Manage staff, rooms and equipment for sessions	Business → Resources
Set the price of a single event, session or course	That offering's own page, under Offerings

Anatomy

Your membership

Your Membership is a recurring subscription to your whole portal. Members who join see everything you've set to Subscribers Only or Private, and anything you've included for subscribers.

Building block	What it is
Pricing Range	A sliding scale. Members choose any amount between your Minimum Price (USD) and Maximum Price (USD), with an optional Annual Discount (%).
Pricing Tiers	Up to 5 named, fixed prices, each with its own billing options.
Billing options	Monthly billing, Yearly billing (with an optional discount), or One-time purchase (lifetime or limited access).
Subscription Duration	Indefinitely (until canceled), or Fixed duration: 1 to 12 months or years, then it cancels automatically.
Promotions	Codes for a percentage off, a fixed amount off, or a free trial.
Onboarding	A Pre-Subscription Form members fill in before checkout, and your membership FAQ.
Refund policy	Your portal-wide default, with an override for the membership on the Pricing page.

Members join at https://bringsoul.life/portal/<your-handle>/pricing.

Money in and out

Stripe takes payments and pays you. You connect it once with Set Up Payout.
Transactions: every payment across your offerings, with fees and net amounts.
Payouts: money on its way to your bank. See How payouts work.
Refunds: full or partial, from a transaction or in answer to a member's request. See Answer a refund request.

People

Customers & Subscribers lists everyone who has purchased or subscribed, plus leads. Each person is a Subscriber, Customer or Lead:

Relationship	Means
Subscriber	Has a portal membership
Customer	Has bought something
Lead	Showed interest (a form, a free sign-up, an import) but hasn't bought

Where it lives

Item	What's there
Analytics	Revenue, earnings, subscribers, MRR, churn and conversion
Pricing	Tabs Pricing and Promotions
Onboarding	Tabs Forms and FAQ
Grow Revenue	Share Soul referrals, plus features coming soon
Payouts & Transactions	Tabs Transactions and Payouts
Refund Requests	Refund requests and their status
Customers & Subscribers	Your people, invites, export and subscription automations
Resources (BETA)	Staff, rooms and add-ons for sessions

Your own Soul plan isn't here: it's under your account menu → Subscription & Billing. See Your Soul subscription.

Grow Revenue

Business → Grow Revenue ("Ways to earn more on Soul, growing over time.") has Share Soul, a referral link that earns you and the practitioner you invite free days on Soul, plus Accept insurance and Marketplace referral credits, marked Coming soon. See Grow Revenue.

Good to know

Set up payouts before you sell anything paid. Parts of your dashboard stay locked until you do.
You keep your earnings, minus card processing fees.
A new membership price applies to new subscribers only. Existing members keep the price they joined at.
Your list is yours. Soul never sells your or your members' data.