Dashboard Overview
Revenue Summary
This Month:
Total earnings (gross)
Platform fees deducted
Net earnings
Comparison to last month (% change)
Year to Date:
Annual earnings tracker
Monthly breakdown chart
Average monthly income
Growth trend
Quick Stats
Total sessions completed (this month)
Average session rate
Total active clients
Package vs. individual session revenue
Earnings Breakdown
Revenue by Source
Individual Sessions:
One-time bookings
Revenue per session
Count of sessions
Session Packages:
Package purchases
Revenue from packages
Sessions delivered vs. remaining
Subscriptions:
Monthly recurring revenue (MRR)
Active subscriptions
Subscription retention rate
Consultations:
Free (lead generation metric)
Consultation-to-client conversion rate
Revenue by Client
Top clients by revenue
Client lifetime value
Average revenue per client
Client acquisition cost (optional tracking)
Revenue by Time Period
Filter Views:
Today
This week
This month
Last month
This quarter
This year
Custom date range
Transaction History
Transaction List
Each Transaction Shows:
Date and time
Client name
Transaction type (session, package, subscription)
Gross amount
Platform fee (10% or 15%)
Net amount (your earnings)
Payment status
Payout status
Transaction Types
Session Payment:
Individual session booking
Pay-per-session charge
Package Purchase:
Upfront package payment
Funds held until sessions delivered
Subscription Charge:
Monthly recurring payment
Auto-charged on billing date
Refund:
Session cancellation refund
Shows as negative amount
Payment Status
Pending: Awaiting session completion
Completed: Session done, funds released
Paid Out: Transferred to your bank
Refunded: Returned to client
Failed: Payment declined (rare)
Stripe Connect Account
What is Stripe Connect?
Payment processor for Zant
Your merchant account
Handles all transactions
Ensures secure payments
Required to receive earnings
Setting Up Stripe
Initial Setup:
Go to Financials page
Click Connect Stripe Account
Choose: Create new or Connect existing
Follow Stripe prompts
Provide required information
Information Needed:
Business type (individual or company)
Personal identification (driver's license/passport)
Social Security Number or Tax ID
Bank account information
Business address
Date of birth
Verification:
Identity verification (usually instant)
Bank account verification (1-2 business days)
Sometimes additional documents required
Stripe Dashboard Access
View in Stripe:
All transaction details
Customer payment methods
Dispute management
Tax documents
Advanced analytics
Access Stripe Dashboard:
Click View Stripe Dashboard button
Opens Stripe portal
Full financial controls
Payout Schedule
How Payouts Work
Standard Schedule:
Client pays for session
Funds held until session completed
After session, 2-day hold period
Funds transferred to Stripe balance
Stripe transfers to your bank (2-7 days)
Total Timeline:
Same-day payout: Not available
Typical: 4-9 days after session
Can vary by bank
Payout Frequency
Options:
Daily: Transfers every business day
Weekly: Transfers on set day (e.g., Friday)
Monthly: Transfers on set date
Set in Stripe Dashboard:
Go to Stripe > Settings > Payout Schedule
Choose frequency
Select payout day (weekly/monthly)
Viewing Payouts
In Zant:
See pending vs. paid out amounts
Payout history list
Expected payout dates
In Stripe:
Detailed payout records
Bank transfer confirmations
Per-payout transaction breakdown
Platform Fees
Fee Structure
Early Stage Plan (Free):
15% platform fee
Charged on gross transaction amount
Deducted automatically
Premium Pro Plan:
10% platform fee
Save 5% vs. Early Stage
Paid quarterly or annually
How Fees Work
Example Transaction:
Client pays: $150
Platform fee (15%): $22.50
Your net earnings: $127.50
Stripe Processing Fees:
2.9% + $0.30 per transaction
Paid by client (included in total)
Not deducted from your earnings
Upgrading for Lower Fees
Break-Even Analysis:
Premium Pro: $199/quarter ($66/month)
Need $1,320/month revenue to break even
Every dollar above = savings
Calculate Your Savings:
Monthly revenue × 5% = monthly savings
If > $66, Premium Pro pays for itself
Refunds & Cancellations
Issuing Refunds
When to Refund:
You cancel session
Client cancels within refund window
Service not delivered
Client dissatisfaction (your discretion)
How to Process:
Go to transaction
Click Issue Refund
Choose: Full or Partial
Enter amount (if partial)
Add reason (optional)
Confirm Refund
What Happens:
Client refunded in 5-7 business days
Platform fee refunded proportionally
Transaction marked as refunded
Your earnings adjusted
Refund Policy Best Practices
Recommended Policy:
24-48 hours notice: Full refund
Less than 24 hours: No refund (or 50%)
No-show: No refund
Your cancellation: Always full refund
Set Your Policy:
Go to Settings > Cancellation Policy
Write clear terms
Displayed to clients when booking
Enforceable through platform
Tax Information
1099 Forms (US Coaches)
If you earn $600+ per year:
Zant/Stripe provides 1099-K
Sent by January 31
Available in Stripe Dashboard
Reports your gross earnings
Your Responsibility:
Report as self-employment income
Track deductible expenses
Pay quarterly estimated taxes
Consult tax professional
International Coaches
Tax forms vary by country
Comply with local tax laws
Withholding may apply
Consult local tax advisor
Deductible Expenses
Common Coaching Expenses:
Zant platform fees
Certification programs
Professional development
Home office (if applicable)
Software and tools
Marketing and advertising
Professional insurance
Revenue Analytics
Performance Insights
Track Over Time:
Monthly revenue trends
Growth rate month-over-month
Seasonal patterns
Client acquisition cost vs. lifetime value
Revenue Goals
Set Targets:
Monthly income goal
Annual revenue target
Sessions per month goal
Client count goal
Track Progress:
Dashboard shows % of goal achieved
Visual progress bars
Alerts when goals reached
Financial Reports
Generate Reports:
Monthly income summary
Quarterly earnings report
Annual tax summary
Client revenue breakdown
Export Options:
CSV for Excel/Google Sheets
PDF for records
Date range customizable
Banking & Security
Bank Account Management
Adding Bank Account:
Done through Stripe Connect
Secure connection
Verification required
Can update anytime
Changing Bank Account:
Go to Stripe Dashboard
Settings > Bank Accounts
Add new account
Set as default
Old account removed after verification
Security Features
Zant Security:
PCI compliant
SSL encryption
No card data stored on Zant servers
Two-factor authentication available
Stripe Security:
Bank-level encryption
Fraud detection
Secure API
Continuous monitoring
Troubleshooting
Payment not received:
Check payout schedule
Verify bank account active
Look for Stripe notifications
Contact support if delayed
Client says payment failed:
Have them check card details
Try different payment method
Check if card has restrictions
Contact Stripe support
Incorrect payout amount:
Review transaction history
Check for refunds or adjustments
Verify platform fee tier
Contact support with transaction ID
Can't connect Stripe:
Clear browser cache
Try different browser
Ensure popup blockers off
Contact support for assistance