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RunBright

One operating system for the leads, customers, conversations, jobs, payments, and follow-through that keep a service business moving.

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Memberships

Keep membership billing on the customer record.

Plans, enrollment, benefits, status, and visits can stay customer-linked; recurring billing requires eligible Stripe setup and readiness.

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Illustrative record
AB

Ava Brooks

Residential · Active

OwnerTaylor Morgan

INV-1048

Awaiting payment$249.00
Q-1048Approved

Payment

Not collectedRequired
STRIPEAwaiting payment
Next actionReview invoice and follow-through
01

Define the service plan

Membership plans can define benefits and discounts; recurring collection is unavailable until eligible Stripe billing is ready.

02

Keep enrollment customer-linked

Enrollment, status, and visits remain attached to the customer; the illustrative record does not indicate a live enrollment.

03

Inspect billing readiness

Money state can expose provider and balance context; recurring charges require Stripe eligibility and connection readiness.

How it works

Move from plan to active status

Follow Ava Brooks from plan selection through explicit enrollment and billing checks; no collection is implied.

  1. 01

    Define the service plan

    Membership plans can define benefits and discounts; recurring collection is unavailable until eligible Stripe billing is ready.

  2. 02

    Keep enrollment customer-linked

    Enrollment, status, and visits remain attached to the customer; the illustrative record does not indicate a live enrollment.

  3. 03

    Inspect billing readiness

    Money state can expose provider and balance context; recurring charges require Stripe eligibility and connection readiness.

  4. 04

    Payments and memberships depend on Stripe eligibility and readiness.

    Do not imply collection or enrollment before Stripe is connected and eligible.

Evidence demo

Inspect the money state

Open the Money state to inspect balance and Stripe readiness context; the illustrative scene does not collect or enroll.

Illustrative record
AB

Ava Brooks

Residential · Active

OwnerTaylor Morgan

INV-1048

Awaiting payment$249.00
Q-1048Approved

Payment

Not collectedRequired
STRIPEAwaiting payment
Next actionReview invoice and follow-through
Demo workspace
Product evidence

Billing readiness stays explicit

The record proves inspectable money and provider-readiness state; it does not prove enrollment, collection, retention, or revenue.

  • Define the service plan

    Membership plans can define benefits and discounts; recurring collection is unavailable until eligible Stripe billing is ready.

  • Keep enrollment customer-linked

    Enrollment, status, and visits remain attached to the customer; the illustrative record does not indicate a live enrollment.

  • Inspect billing readiness

    Money state can expose provider and balance context; recurring charges require Stripe eligibility and connection readiness.

  • Payments and memberships depend on Stripe eligibility and readiness.

    Do not imply collection or enrollment before Stripe is connected and eligible.

Questions

Review the operating boundaries.

Open each question to inspect the mechanism, dependency, or plan condition beside the capability it qualifies.

Define the service plan

Membership plans can define benefits and discounts; recurring collection is unavailable until eligible Stripe billing is ready.

Keep enrollment customer-linked

Enrollment, status, and visits remain attached to the customer; the illustrative record does not indicate a live enrollment.

Inspect billing readiness

Money state can expose provider and balance context; recurring charges require Stripe eligibility and connection readiness.

Guided beta onboarding

Start with the workflow you run today.

Use guided beta onboarding to map the workflow, provider connections, permissions, plan gates, and review steps before launch.

Request beta onboardingCompare plans