High-Level Summary
The beta-version of Billing will allow you to bill athletes through CoachNow. This will be done via Stripe Connect integration and is available only to active members of CoachNow Academy.
Coaches can create and manage offerings (such as packages or subscriptions), send payment requests to athletes, and manually track remaining sessions.
This feature is currently only available on the web version of the platform. Login at app.coachnow.io/billing to access.
The screenshot below shows a completed set of "offerings" in a coach account.
Athletes can purchase offerings from coaches, view their purchase history, and cancel ongoing subscriptions.
The athlete can access your session packages on your coach profile. There, they will see a new section called Offerings, which includes all available coach single payments and subscriptions.
The gif below shows the athlete's perspective on these same Offerings:
Setting Up Billing
Log in to CoachNow on the web at app.coachnow.io. You should now see a new tab called "Billing" in the side menu.
When you first click this tab, you'll see a button that reads "Connect to Stripe".
Click here and complete set up with your Stripe account. If you do not have an account, you'll be prompted to create one.
Once connected, you will see additional settings related to taxes:
Stripe Tax
Tax Rate
Additionally, once your Stripe account is connected, the page will show two new tabs:
Offerings
Customers.
Let's break down how each of these tabs work.
"Offerings" - Packages and Subscriptions
This tab will be available only for coaches with an active Stripe integration. Once the integration has been successfully activated, this will become the page’s main tab.
Note: This tab will display only the offerings created through the CoachNow app. Packages created through Stripe or other applications will not be visible.
From here, click "Create New". You'll then be prompted to create either a "Package" or "Subscription".
A "Package" allows you to bundle multiple sessions that the athlete can redeem after payment. When creating a Package, you'll be prompted to add a Description and how many sessions (e.g. lessons) the Package includes.
You'll also specify the price of the Package on the right-hand side of the page. The "Past Due" field indicated how long you want the system to wait before it notifies an athlete of a failed or missed payment. e.g. selecting "10" means the athlete will be notified 10 days after a payment is missed.
A "Subscription" allows you to charge a recurring fee based on a pre-determined cadence.
When creating a Subscription, you'll be prompted to add a Description and how many sessions (e.g. lessons) the subscription includes.
You'll also specify the recurring price, how often the payment will process, when payments will begin, and how long subscription will remain in effect.
As with a Package, he "Past Due" field indicated how long you want the system to wait before it notifies an athlete of a failed or missed payment. e.g. selecting "10" means the athlete will be notified 10 days after a subscription payment is missed.
Managing Your Offerings:
To manage an Offering, click the 3 dots on the top-right corner of the offering card.
There you can manage, edit, clone, or deactivate the Offering.
If you click "Manage", you can see all athletes enrolled in that Offering, how many payments they've made, and the status of their most recent payment.
You can also manually add athletes to the offer. Once added, they will be notified via email to complete their registration and payment.
An example of the "Manage" button for a Subscription Offering:
An example of the "Manage" button for a Package Offering:
An example of an email invoice sent to an athlete when they are added to an Offering:
Note: The Purchases section will display only invoices created through the CN app. Invoices created through Stripe will not be visible. Clicking on the X button next to the athlete will cancel the subscription. This will take effect starting from the next billing cycle, as we do not handle refunds in the beta version of this feature.
Clicking "Edit" allow you to change the name and description of the Offering. To edit Price or other options you need to Clone and create a new Offering, then Deactivate the old offering.
Clicking "Clone" will create a new copy of the Offering, which you can then edit.
Clicking "Deactivate" removes the Offering from your Coach profile. Clicking on the Deactivate/Activate button will display a confirmation modal. Once confirmed, the action will take effect immediately.
The "Customers" Tab
This tab will be available only for coaches with an active Stripe integration. Once the integration has been successfully activated, this will become the page’s second tab.
Here you'll see a list of athletes who purchased at least one offering. A table will represent this with the following columns:
Athlete Name
Total Spend: The total sum of all successful purchases
Payments: The total number of successful purchases
Remaining Sessions: the number of sessions yet to be redeemed
Activation Date: the date of the athlete's first purchase
Clicking on an athlete's name will redirect the user to the Customer page. This will include the following sections:
Offerings & Subscriptions: list of active offerings & subscriptions for that athlete.
Sessions: Number of sessions yet to be redeemed. In the Beta Version, you must update this number manually after a session takes place.
Payments: Table with all payments (amount, description, date, status)
Each active subscription will have an X button on the right of the title. Clicking on it will cancel the active subscription. The subscription will remain active until the next scheduled billing cycle as we will not handle refunds the beta release.
Wrapping Up
This is only phase 1 of Billing functionality in CoachNow.
We plan to expand and enhance these features in the coming months. As always, you can send any questions to support@coachnow.io and we'll help you to the best of our abilities.
Stay Tuned!