Connecting Stripe to CoachRx is the first step in enabling payments. The second step is Stripe verifying your business and turning on the actual payment capabilities (charges and payouts). New coaches frequently see "Stripe is connected" in CoachRx but still get blocked when they try to invoice a client. This article walks through why that happens and how to clear it.
If you have not yet started the connection itself, see Connecting to Stripe first.
Who can connect Stripe
Role | Can Initiate Stripe Connection |
Owner | ✅ Yes |
Super Admin | ❌ No |
Admin | ❌ No |
Coach | ❌ No |
Only the Account Owner can initiate the Stripe connection. Super Admins can use Business Suite tools after the connection is in place, but cannot start the connection themselves.
What "connected" but "payments disabled" usually means
Stripe sets two capabilities on your account independently: card_payments (can you charge a card) and transfers (can Stripe pay you out). Either or both can sit in pending or inactive while your Stripe account is technically linked to CoachRx. The most common reasons are:
Business details incomplete. Legal name, business type, address, or website still missing.
Identity verification required. Stripe needs a government ID, SSN/Tax ID, or proof of address that has not been uploaded.
Bank account not added or not verified. Without payout details, Stripe will not turn on transfers.
Tax forms not submitted. US accounts often need a W-9 (or W-8 for international) before transfers turn on.
Stripe is reviewing your account. New accounts are sometimes held for 24-48 hours of review, especially when the business description is vague.
How to finish enabling payments
Open your Stripe dashboard directly at dashboard.stripe.com and log in with the email you used during the CoachRx Stripe connect flow.
Look for any yellow or red banners at the top of the dashboard. Stripe will tell you exactly what is missing - usually with a "Verify now" or "Add information" button.
Click into Settings > Account > Account details and confirm:
Legal entity name and type are filled in.
Business address matches your government records.
Website URL is set (you can use your CoachRx storefront URL if you do not have a separate website).
Phone number and support email are present.
Go to Settings > Account > Personal details and confirm:
Full legal name on file.
Date of birth.
SSN (US) or Tax ID for your country.
Government ID upload if Stripe is requesting one.
Go to Settings > Bank accounts and scheduling and add your bank account. Stripe will not enable transfers until a verified bank account is on file.
Refresh CoachRx. In Business > Payments, the Stripe status should now show "Active" and payment products you create can be sold to clients.
Common gotchas
Wrong email used. CoachRx requires you to use a different email than your existing personal Stripe account. If you started the flow with your existing Stripe email, the connection can fail silently and you will need to restart with a new email.
Unsupported country. Stripe is available in 40+ countries but not every country. Check stripe.com/global if you suspect this.
Business type mismatch. Selecting "Individual" when you have an LLC (or vice versa) commonly triggers extra verification. Pick the option that matches the entity that will receive payouts.
VPN or unusual login location. Stripe will sometimes hold a new account for review if it detected a login from a high-risk location during onboarding.
If you are still stuck
After working through the checklist above, contact Stripe directly through your dashboard's Stripe Support link. Stripe is the only party that can change capability status on your account.
If you believe the issue is on the CoachRx side (the connection itself looks broken or the Business Suite is not surfacing the connection at all), email coachrxsupport@opexfit.com with:
Your CoachRx organization name.
The email you used for Stripe Connect.
A screenshot of the Business > Payments page in CoachRx.
A screenshot of the banner Stripe is showing in your Stripe dashboard.
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