When a client does not have payment information on file, there are two ways to get it set up in CoachRx.
Option 1: Add Payment Details Through Business Suite
As a coach with Owner or Super Admin access, you can add a client's payment information directly:
Navigate to your Business Suite
Find the client in your Customers list
Open their billing profile
Enter their payment details (credit card or bank information)
This is useful when a client gives you their payment info directly, or when you are setting up billing on their behalf during onboarding.
Option 2: Send an Invoice
If you prefer the client to enter their own payment information:
Create a subscription or one-time charge for the client
Choose "Send Client Invoice"
The invoice is sent to the client's email address
When the client pays the invoice, their payment method is saved automatically
Future charges will use this saved payment method
Important: Clients must accept their CoachRx invite before an invoice can be processed or sent. If a client has not yet accepted their invite, the invoice will not go through.
After Payment is Added
Once a client has a payment method on file, they can update it themselves through the CoachRx mobile app. You can also view and manage their billing status from the Billing tab on their client profile.
For questions about client payments, contact coachrxsupport@opexfit.com.