This article covers the most common questions coaches have about payments, billing, subscriptions, and other Business Suite features in CoachRx. All payments in CoachRx are processed through Stripe.

Is CoachRx payments available in my country?

CoachRx payments are available in every country Stripe supports, which is currently over 40 countries. To check if your country is included, visit Stripe's global availability page.

How often can I charge my clients?

You can set up the following billing frequencies for your products and pricing plans:

How can I offer discounts or coupon codes?

To offer a discount, create a separate pricing plan for that product with the discounted rate. For example, if you want to offer 20% off a recurring subscription, create a new pricing plan titled something like "Remote Coaching - 20% Off" and set the price to 20% less than the original.

How do I set up a trial period for a client?

Select a future start date when assigning the subscription. For example, if you want to offer a 30-day trial, choose a start date 30 days out. The first payment will process on that start date unless the subscription is canceled before then.

Can I split a subscription into multiple payments per month?

Yes. Create additional pricing plans for the same product with the split amounts, then assign each plan to the client with different billing dates. For example:

Are recurring subscriptions prorated?

Yes, prorating is handled automatically by Stripe based on the start date and billing date. For example, if your service is $300/month and a client starts on the 16th of a 30-day month, Stripe will automatically charge approximately 50% of the recurring rate for that first partial period.

How do I cancel a client's recurring subscription?

Go to the Recurring tab in your Business Suite, click the three-dot menu to the right of the subscription you want to cancel, and select the cancel option.

How do I remove a product or pricing plan I no longer need?

Products and pricing plans can be archived (not permanently deleted). Go to the Products tab, find the product or pricing plan you want to remove, click the three-dot menu, and choose Archive.

When will I receive payments in my bank account?

Payouts are how collected payments get deposited into your bank account. Depending on your business location and payout schedule, funds from transactions are paid out on a rolling basis. For more details, see Stripe's payout documentation.

How do I charge tax on payments?

You can create tax rates from the Tax section within Payments. Once your tax rates are set up, you can apply them to subscriptions and one-time payments. You can also create custom tax rates directly from the subscription or payment screens.

How do I update my banking, legal, or personal information?

All business, banking, and personal information is managed through your connected Stripe account. Log in to your Stripe dashboard to make any updates.

Am I PCI compliant when using CoachRx payments?

Stripe has been audited by an independent PCI Qualified Security Assessor (QSA) and is certified as a PCI Level 1 Service Provider, the most stringent certification level in the payments industry. Because CoachRx processes all payments through Stripe, your payment data is handled securely. Note that PCI compliance is a shared responsibility between Stripe and your business.

]]>