Business Suite - Payments
31 articles
- Adding Payment Information For ClientsHow to add payment information for clients in CoachRx. Two methods: add payment details through Business Suite, or send an invoice so the client can enter their own payment method…
- CoachRx StorefrontsEverything you need to know about CoachRx Storefronts - types, how they work with clients and programs, and purchase notifications.
- Setting Up Your StorefrontStep-by-step guide to creating and configuring your CoachRx Storefront page.
- Payroll & CommissionsHow to set up commissions, run payroll, and manage payroll data in CoachRx.
- CoachRx Subscription Pricing, Tiers & Renewal FAQUnderstand CoachRx subscription tiers, how upgrades and downgrades work, annual vs. monthly billing, renewal pricing, and what happens when you exceed your plan's client count.
- Canceling Your CoachRx Subscription & What Happens to Your ClientsHow to cancel your CoachRx subscription, what happens to your clients and their data when you cancel, and how end-of-billing-cycle access works.
- 1099 Tax Forms & Tax Reporting in CoachRxHow tax reporting works for CoachRx coaches who collect payments through the platform, where to find 1099-K forms in Stripe, and how to export revenue data for tax preparation.
- CoachRx Pricing Plans & Feature ComparisonCompare CoachRx subscription plans, understand client-based pricing tiers, and see that every plan includes full access to all platform features including Programs, Business Suite, Assessments, Messaging, and Integrations.
- CoachRx Business Suite FAQFrequently asked questions about payments, billing, subscriptions, taxes, payouts, compliance, and more in the CoachRx Business Suite.
- Connecting Stripe and Enabling Payments: First-Time Setup TroubleshootingIf your Stripe Connect account is connected to CoachRx but payments are still disabled or capabilities are pending, walk through this checklist - business details, identity verification, bank account, payout…
- Pausing Your CoachRx Subscription Instead of CancellingPause your CoachRx subscription for a defined period instead of cancelling outright. Keeps your clients, programs, and data intact and resumes automatically. Walks through how to access pause-and-resume from the…
- Re-activating a Client Account After a Failed PaymentWhen a client's subscription payment fails, their account is paused. This article shows coaches how to update the client's payment method, retry the charge, and re-activate access without losing their…
- Stripe Multi-Currency Support and Japan / Zero-Decimal Currencies in CoachRxHow CoachRx handles different Stripe currencies, including zero-decimal currencies like Japanese Yen (JPY), Korean Won (KRW), and Vietnamese Dong (VND), so the amount your client sees matches the amount Stripe…
- Where to Find Your CoachRx Billing and Subscription SettingsStep-by-step guide to finding your CoachRx subscription, payment method, invoices, plan tier, and billing history. Covers Owner and Super Admin access, how to update your card, and where to download…
- Changing Where Invoices Are Sent (Invoice Recipient Email)How to change the email address where CoachRx invoices and receipts are sent, both for your own coach subscription and for invoices you send clients through Business Suite.
- TrueMed Integration: HSA/FSA Payments for CoachingLet qualified clients pay for coaching with pre-tax HSA/FSA funds through the CoachRx and TrueMed partnership. Covers how it works, how clients qualify, and how to set it up.
- Coupons & Discount CodesCreate and manage discount codes for your CoachRx coaching packages and storefront products. Covers setting up coupons, how clients apply them at checkout, and where they appear.
- Business Suite OverviewThe CoachRx Business Suite includes billing, subscriptions, Stripe integration, coupons, and the Storefront. Learn how to set up products, manage payments, and charge clients for coaching services.
- Connecting to StripeHow to connect your Stripe Standard account to CoachRx. Covers creating a new Stripe account, linking an existing one, verifying your connection, and troubleshooting common Stripe connection issues.
- Business Suite Feature AccessCoachRx Business Suite access permissions for Owner, Super Admin, Admin, and Coach roles. See which role can manage billing, add coaches, edit storefronts, and access reports across the organization.
- FeesBreakdown of CoachRx and Stripe transaction fees for client payments. Covers platform fees, Stripe processing fees, how fees are calculated on subscriptions and one-time payments, and what coaches actually receive…
- CoachRx PaymentsOverview of how payments work in CoachRx Business Suite. Covers accepting client payments through Stripe, payment processing, transaction fees, and how money flows from client subscriptions to your bank account.
- Metrics & ReportingAn overview of the metrics and reporting available in CoachRx including client progress data, business KPIs, compliance tracking, and performance analytics.
- InvoicesHow invoices work in CoachRx Business Suite. Covers creating invoices, sending them to clients, tracking payment status, viewing invoice history, and understanding how invoices relate to subscriptions and one-time charges.
- Products and SubscriptionsCreate products and recurring subscriptions inside the CoachRx Business Suite. Set pricing, billing intervals, trial periods, and assign subscriptions to clients during onboarding.
- Communications PreferencesConfigure Stripe communications preferences so you receive email alerts for payouts, mispayments, payment reviews, disputes, and balance changes - the early-warning system for your CoachRx Business Suite.
- Stripe Standard AccountsSet up and manage Stripe Standard accounts in CoachRx to process client payments. Learn how to connect Stripe, handle payouts, manage transfers, and troubleshoot common Standard account issues.
- Navigating Disputes in CoachRxHow to handle payment disputes, chargebacks, and resolution steps in CoachRx.
- What Happens If My CoachRx Subscription Payment Is Missed?What happens when a CoachRx subscription payment is missed, including auto-cancellation and client archiving.
- Fullscript Partnership - Your Free Supplement DispensaryCoachRx and Fullscript partnership. Free supplement dispensary for coaches with up to 35% margin, 20,000+ products, and zero fees.
- Coach As Client: Using CoachRx for Your Own Training Without Being BilledUse CoachRx on yourself as a client without your org being charged for that self-client seat. How the coach-as-client billing logic works, how to flag your own profile, and what…