Sauna CRM Help

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Billing ​

Billing in Sauna CRM spans provider setup, customer checkout, membership sales, refunds, and disputes.

Provider configuration requires brands:read to view and brands:update to change. Point of Sale and customer payment records use the separate payments:read permission.

Screen reference ​

The all-inclusive plan, the monthly total, and the subscription action

Start here ​

  • Payments: connect and choose the payment provider.
  • PayPal activation: take PayPal from sandbox-only to live checkout.
  • Customer billing: understand how customer charges relate to memberships, credit packs, gift cards, and bookings.
  • POS card processing: the difference between connected readers, external card payments, and charging a saved card at Point of Sale.
  • Disputes & refunds: handle refund and dispute workflows.