SweatNow LLC

B2B2C Payment Integration

There are two users: trainers and trainees. Trainers used different payment methods like PayPal, Venmo, and cash, which made it hard to track and refund payments when classes were canceled or moved, especially with four sessions a day and 25 trainees in each.

✦ Problem

How might we create a unified payment experience for trainers so that they can track and manage revenue more easily?

✦ Solution

In app payments and analytics

I designed a Stripe-integrated app to help trainers manage their business in one place. It covers everything from scheduling, in app payments, automated refunds and even features a friendly revenue dashboard to help them track their success at a glance.

Role - UX Lead
Team - 2 PM, 4 devs and 1 SME
Duration - 4 Months
Tools - Figma, Adobe CC

Achieved 60% reduction in the time required to track payments.

✦ sneak peek

Financial Clarity

In app payment tracking and status

Operational Ease

Smart rescheduling tools handle the logistics of cancellations automatically, so you don't have to.

Performance Tracker

Revenue analytics transform your daily sales into actionable insights for future planning.

✦ End-to-end product design roadmap

✦ Explanatory User research

The problem was known, so I started with interviews. 3 user interviews, 20 min each, semi-open questions.

2 Main Insights

The need for a unified book keeping platform. Persona 1 says : "Cancelling a class is more than just cancelling. It's a logistics nightmare!"

Entry level trainers needed tools than just service. Persona 2 says: I like to read the reviews of other trainers to see how much clients they are getting and how they do things differently"

The need to track revenue and performance

There was significant demand for revenue tracking and for monitoring the longitudinal progress of trainers' income.

✦ Competitive Analysis

How does 10+ competitor provide payment tracking and analytics

✦ Ideation

Defining the MVP features for payment integration and analytics. Using Moscow method, must haves, could haves and wont haves were prioritized for the MVP. Budget, speed and cleint stakeholder feedback were considered in the navigating ambiguity.

✦ Rapid wireframes and prototypes

In phase 2, the source of payment was also added as an additional feature. However, due to limitations of STIPE API, the feature was taken out in further phases.

✦ Design System

Using existing design system and visual styles to create Brand centric design components and high speed execution.

✦ Final Design

✦ Usability testing

6 Participants, 3 hours and 6 tasks per person

100% success

All pass

96% easiness

* Cancellation policy setting up was confusing

* Sorting by day/week/month was difficult while tracking revenue

96% Confidence

* Screen showing list of participants was overwhelming

* Understanding why rescheduled happened was confusing

✦ Iterations

The icon of payment source was removed and sorting by selected dates in calender was added

Details of rescheduling is more clear. What ever that is changes is highlighted in red with a tag on top.

Simplified cancellation policy. 7 different options were simplified into just 3.

✦ Learnings

Self Reflection

Takeaways

Revenue analytics feature was highly appreciated by the stakeholders.

Users wanted to search trainees with their cards last 4 digit. However Stripe API did not offer that service.

Next steps

Launch the revenue analytics feature, when cash flow comes in.

Look into more competitors outside of the US to position SweatNow app as industry leading.

Next up ...

Meditate like playing a game

Zenzone • B2C Gamification