Articles on: Payments

Customizing Payment Pages

Apotheo has three payment page templates that control what clients see when making a payment. You can customize the content on each page with your own text, images, and formatting.

Payment Page Types

New Client Payment Page

The page new clients see when making their first payment after being added to your roster. Access it from Settings > Products and click the New Client template link, or navigate to Settings > New Client Payment Page.

Expired Client Payment Page

The page shown to clients whose payment has expired and need to renew. Access it from Settings > Products and click the Expired Clients template link, or navigate to Settings > Expired Client Payment Page.

Extend Payment Page

The page clients see when extending their current payment period. Access it from Settings > Products and click the Extend Payment template link, or navigate to Settings > Extend Payment Page.

Editing a Payment Page

Navigate to the payment page template you want to edit
Use the rich text editor to customize the page content

Payment page editor

The editor supports:

Headings and font sizes
Bold, italic, underline, and strikethrough
Font family and color
Bulleted and numbered lists
Text alignment
Images (uploaded or linked)
Links
Blockquotes

Placeholders

Use the Add Placeholder button in the editor toolbar to insert dynamic values that are replaced with actual client data when the page is displayed.

Available on all payment pages:

Placeholder	Description
`{{ first_name }}`	The client's first name
`{{ portal_name }}`	Your business/portal name
`{{ coach_name }}`	The coach's display name
`{{ logo }}`	Your business logo image
`{{ accept_terms_checkbox }}`	A checkbox for the client to accept your service agreement

Additional placeholder on the Extend Payment page:

Placeholder	Description
`{{ paid_until }}`	The client's current paid-until date

Saving Changes

Click Save to apply your changes. The Save button is disabled until you make an edit.

If you navigate away with unsaved changes, a dialog will ask whether you want to Leave now or Continue editing.

Tips

Keep payment pages concise — clients are ready to pay, so don't overwhelm them with too much text
Use placeholders to personalize the experience (e.g. greeting them by name)
Include a brief summary of what they're paying for and what to expect next

Updated on: 19/03/2026

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