---
title: Business
sidebarTitle: Introduction
description: >-
  Get paid, price your membership, run promotions, look after customers and read
  your numbers.
audience: luminary
feature: payouts
type: introduction
availability: live
last_verified: '2026-10-14'
keywords:
  - business
  - get paid
  - pricing
  - revenue
  - monetize
  - sell membership
  - business tools
url: 'https://help.bringsoul.life/luminaries/business/overview'
---

# Business

> 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](https://portal.bringsoul.life/payouts) |
| Set what members pay to join your portal                                 | [Business → Pricing](https://portal.bringsoul.life/settings/pricing)                                   |
| Create a discount code or free trial                                     | [Business → Pricing](https://portal.bringsoul.life/settings/pricing) → Promotions                      |
| Ask new subscribers questions, or edit your membership FAQ               | [Business → Onboarding](https://portal.bringsoul.life/settings/onboarding)                             |
| See everyone who's bought or subscribed, invite people, export your list | [Business → Customers & Subscribers](https://portal.bringsoul.life/business/customers)                 |
| Refund a payment                                                         | [Business → Payouts & Transactions](https://portal.bringsoul.life/payouts), open the payment           |
| Export payments for your accountant                                      | [Business → Payouts & Transactions](https://portal.bringsoul.life/payouts) → Transactions → Export CSV |
| Refer another practitioner for free days on Soul                         | [Business → Grow Revenue](https://portal.bringsoul.life/business/grow-revenue)                         |
| Handle a refund a member asked for                                       | [Business → Refund Requests](https://portal.bringsoul.life/refund-requests)                            |
| See revenue, MRR and churn                                               | [Business → Analytics](https://portal.bringsoul.life/business/analytics)                               |
| Manage staff, rooms and equipment for sessions                           | [Business → Resources](https://portal.bringsoul.life/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](https://help.bringsoul.life/luminaries/business/payouts/how-payouts-work).
- Refunds: full or partial, from a transaction or in answer to a member's request. See [Answer a refund request](https://help.bringsoul.life/luminaries/business/refunds/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](https://help.bringsoul.life/luminaries/settings/soul-subscription).

## Grow Revenue

[Business → Grow Revenue](https://portal.bringsoul.life/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](https://help.bringsoul.life/luminaries/business/grow-revenue/introduction).

## 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.

## Guides

- [Set up payouts and get paid](https://help.bringsoul.life/luminaries/business/stripe-and-payouts): 
Connect Stripe and understand when money arrives.

- [Export transactions for bookkeeping](https://help.bringsoul.life/luminaries/business/payouts/export-transactions-for-bookkeeping): 
A spreadsheet of payments, fees and net amounts.

- [Set up a membership with tiers](https://help.bringsoul.life/luminaries/business/membership-pricing): 
Fixed prices, sliding scale, monthly or yearly.

- [Offer a free or pay-what-you-can membership](https://help.bringsoul.life/luminaries/business/free-or-pay-what-you-can): 
Let anyone join, at any price, including zero.

- [Offer a free trial](https://help.bringsoul.life/luminaries/business/free-trial): 
Let people try your membership before they pay.

- [Sell a fixed-length program](https://help.bringsoul.life/luminaries/business/fixed-length-membership): 
A membership that ends on its own, or a one-time purchase.

- [Change your membership price](https://help.bringsoul.life/luminaries/business/pricing/change-your-membership-price): 
What happens to members who already pay.

- [Launch a promo code](https://help.bringsoul.life/luminaries/business/promotions): 
Discounts for a launch, a founding group or a partner.

- [Manage, deactivate and redirect codes](https://help.bringsoul.life/luminaries/business/promotions/manage-deactivate-and-redirect-codes): 
Turn codes off and point old codes at new offers.

- [Ask questions before someone subscribes](https://help.bringsoul.life/luminaries/business/onboarding): 
A pre-subscription form and your membership FAQ.

- [Migrate members from another platform](https://help.bringsoul.life/luminaries/business/migrate-members): 
Bring your existing members over without double-billing.

- [Manage customers and subscribers](https://help.bringsoul.life/luminaries/business/customers-and-subscribers): 
Find people, filter, export and invite.

- [Refund a member](https://help.bringsoul.life/luminaries/business/refunds): 
Full or partial refunds, and answering requests.

- [Answer a refund request](https://help.bringsoul.life/luminaries/business/refunds/answer-a-refund-request): 
What members see and how to approve or reject.

- [Read your analytics](https://help.bringsoul.life/luminaries/business/analytics): 
What each number means and what to do about it.

- [Refer a practitioner](https://help.bringsoul.life/luminaries/business/grow-revenue/refer-a-practitioner): 
Share Soul and earn free days on your plan.

- [Set up staff, rooms and add-ons](https://help.bringsoul.life/luminaries/business/resources): 
Resources for sessions with a team or a space.
