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Documentation Index

Fetch the complete documentation index at: https://help.pawgress.ca/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Pawgress lets you collect payment for training package enrollments directly through Stripe. Once a client is enrolled in a package, you can generate a secure checkout link and share it with them. When they pay, Pawgress automatically updates the enrollment status and notifies you by email.
PrerequisitesBefore collecting payment, make sure you have:

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Step 1: Open the Enrollment

From your Clients page, find the client and click View Client. Scroll down to the Enrollments section and click View Details on the enrollment you want to collect payment for. Client page showing the Enrollments section with a View Details button On the enrollment details page, if the enrollment has not yet been paid, you’ll see a Send Payment Link button (or Generate Payment Link). Click it to create a Stripe checkout session. Pawgress will generate a secure, one-time checkout link tied to this specific enrollment. Enrollment details page showing the Send Payment Link button
Link ExpiryPayment links expire after 24 hours. If your client doesn’t complete payment in time, simply return to the enrollment and generate a new link.
The checkout link gets automatically copied to clipboard. Send it to your client however works best — email, text message, or any messaging app. The link takes your client directly to a secure Stripe-hosted checkout page.

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Step 4: Client Completes Payment

Your client opens the link in any browser and pays with a credit or debit card. No Stripe account is required on their end. After paying, they’re redirected to a confirmation page. The payment goes directly into your Stripe account, minus any applicable platform fee. Stripe checkout page shown from the client's perspective

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Payment Confirmation

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Automatic Status Update

As soon as the client’s payment is confirmed, Pawgress updates the enrollment automatically:
  • Payment status changes to Paid
  • Enrollment status remains Active
  • A timestamp and Stripe transaction ID are recorded
Enrollment details page showing the Paid badge and payment details

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Email Notification

You’ll receive an email notification as soon as a client pays. The email includes the client’s name, the package they paid for, the amount, and a link to view the enrollment in Pawgress.
Notification SettingsYou can turn payment email notifications on or off in your Account Settings → Notifications. They’re enabled by default so you never miss a payment.
Email notification showing client name, package, and amount paid

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Tracking Payment Status

Each enrollment shows a payment status badge:
  • Unpaid — Payment hasn’t been collected yet
  • Paid — Payment was successfully received via Stripe or recorded manually
  • Failed — The client’s payment attempt was declined; you can resend a checkout link
  • Refunded — A refund was issued for this enrollment

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Recording Manual Payments

If a client pays by cash, e-transfer, or another method outside of Stripe, you can mark their enrollment as paid manually.

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Mark as Paid

  1. Open the enrollment details page
  2. Click Mark as Paid
  3. Confirm the action in the dialog
The enrollment will be updated to Paid with the payment method recorded as Manual and today’s date as the payment date.
Manual payments don’t process any money through Stripe — they simply record that payment was received. Revenue from manual payments is still tracked in your revenue dashboard.

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Mark as Unpaid

If you need to reverse a manual payment (for example, if a cheque bounced):
  1. Open the enrollment details page
  2. Click Mark as Unpaid
  3. Confirm the action
This only works for manually recorded payments. Stripe payments must be handled through a refund instead.

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Issuing Refunds

If you need to refund a client who paid through Stripe, Pawgress handles the refund directly — you don’t need to log in to your Stripe dashboard.

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How to Issue a Refund

  1. Open the enrollment details page for the paid enrollment
  2. Click Cancel Enrollment
  3. In the cancellation dialog, choose your refund option:
    • No Refund — Cancel the enrollment without returning any money
    • Partial Refund — Refund based on unused sessions (Pawgress calculates a suggested amount automatically)
    • Full Refund — Return the full amount paid
  4. Review the refund amount, adjust if needed, and confirm
Cancellation dialog showing refund options and calculated amount
Partial Refund CalculationWhen you select a partial refund, Pawgress suggests an amount based on the number of remaining (unused) sessions divided by the total sessions in the package, multiplied by the price paid. You can adjust this amount before confirming.

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Refund Timeline

Stripe processes refunds within 5–10 business days, depending on your client’s card issuer. The enrollment will show a Refunded status immediately after you confirm.
Refund EmailsStripe automatically sends your client an email confirming the refund. You don’t need to notify them separately, though a personal follow-up is always a nice touch.

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Revenue Tracking

Every Stripe payment, manual payment, and refund is recorded in your revenue dashboard. You can view earnings by date range and see a breakdown by enrollment. Learn more in the Revenue Tracking section of your account.

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Troubleshooting

Check that your Stripe account has Charges Enabled in your Integrations settings. If the link has expired (older than 24 hours), generate a new one from the enrollment page.

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Client says their payment failed

Ask the client to try a different card or contact their bank. Once they resolve the issue, generate a new checkout link and resend it — the previous failed session cannot be reused.

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Refund isn’t showing up

Refunds can take 5–10 business days to appear on your client’s statement. If it hasn’t appeared after 10 business days, contact support@pawgress.ca with the enrollment details.

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Additional Help

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Next Steps