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Billing - Through Stripe Connect

Updated payment processing with package/subscription credits, online booking payments, and automated invoice management

Amanda Verplank avatar
Written by Amanda Verplank
Updated today

CoachNow Academy includes advanced payment capabilities allowing coaches and athletes to seamlessly manage payments through packages, subscriptions, and direct online payments. This update enhances the booking experience with automated credit tracking and flexible payment options.

Key Features

For Coaches:

  • Payment Method Selection: Choose between Offline, Online, or Package/Subscription payments for each booking

  • Automated Credit Tracking: Packages and subscriptions automatically deduct credits when linked to booking options

  • Enhanced Offerings Management: Create detailed packages and subscriptions linked to specific booking options

  • Payment Status Monitoring: Visual payment badges show real-time payment status in your calendar

For Athletes:

  • Direct Online Payments: Pay for sessions instantly through the CoachNow app

  • Credit Usage: Automatically use available package or subscription credits when booking

  • Session Reservations: 15-minute reservation period to complete checkout without losing your slot

Setting Up Payment Methods for Booking Options

Adding Payment Methods to Booking Options

  1. Access Booking Options:

    • Navigate to My Calendar > Calendar Settings > Booking Options

    • Select "Add New Option" or edit an existing option

  2. Configure Payment Methods:

    • In the "Payments" section, choose your preferred method:

      • Collect Offline (default): Traditional offline payment collection

      • Collect Online: Enable direct online payments through Stripe

      • Set Online as Default: Make online payments the default for this option

Creating Enhanced Packages and Subscriptions

Tracking Options

When creating a new package or subscription, select from three tracking methods:

1. Automatic Tracking

  • Link packages to specific booking options

  • Credits automatically deduct when sessions are booked

  • Best for streamlined operations

2. Manual Tracking

  • Set a specific number of sessions without linking booking options

  • Manually adjust credit counts as needed

  • Provides flexibility for custom arrangements

3. Without Tracking

  • Create offerings with no session limits

  • Ideal for unlimited access packages

Setting Up Automatic Tracking

  1. Create New Package/Subscription:

    • Navigate to Billing > Offerings > +Create New Select Package or Subscription

    • Select the "Automatic Tracking" option

    • Choose from available booking options (only online payment-enabled options shown)

  2. Configure Session Quantities:

    • Set quantity for each booking type

    • Toggle "Unlimited" for subscription offerings

    • Add multiple booking option types as needed

  3. View Offerings and Edit

Booking Sessions with New Payment Options

Coach Booking Process

  1. Create New Event:

    • Select your session type and athlete(s)

    • Choose Payment Method:

      • Online: Generate invoice for athlete payment

      • Offline: Traditional payment collection

      • Package/Subscription: Use athlete's available credits (Available only for single-athlete bookings. Shows athlete's available packages and subscriptions and automatically deducts appropriate credits.)

    NOTE:

    • System defaults to Package/Subscription when available

    • For multiple athletes: Select paying athlete

    • For custom sessions: Manual payment method selection required

Session Reservations

When athletes book online sessions:

  • 15-minute reservation: Slot held during checkout process

  • Reservation display: Shows in coach's calendar with timer

  • No editing: Coaches cannot modify reserved slots

  • Automatic release: Slot releases if payment not completed

Managing Payment Status and History

Calendar Payment Badges

Visual indicators show payment status:

  • Green: Payment successful

  • Orange: Payment pending

  • Red: Payment failed

Badge types:

  • Cash icon: Offline payments

  • Card icon: Online payments

  • Dollar icon: Package/subscription payments

Event Information Display

Click any calendar event to view:

  • Payment method and status

  • Specific package/subscription used (if applicable)

  • Remaining reservation time (for reserved slots)

Customer Payment History

Access detailed payment tracking in the Customers page:

  • Session counters: Shows remaining sessions for each booking option

  • Manual adjustments: Increase/decrease credits as needed

  • Payment history: Complete record of online session purchases and refunds

  • Refund tracking: Shows refunded session status

Session Management and Cancellations

Editing Restrictions

For all paid sessions (regardless of payment method):

  • Session type: Cannot be changed

  • Rate: Cannot be modified

  • Other details: Standard editing available

Cancellation Options

For Online Paid Sessions:

  • Option to issue full refund through Stripe

  • Option to cancel without refund

For Package/Subscription Sessions:

  • Option to return credit to athlete's account

  • Option to cancel without credit return

For Pending Invoice Sessions:

  • Standard cancellation process

  • Invoice automatically voided upon cancellation

Mobile App Features

Mobile Booking (iOS/Android)

All desktop features available on mobile:

  • Payment method selection

  • Package/subscription credit usage

  • Session reservation display

  • Payment status badges

Event Details Mobile View

Mobile app displays:

  • Payment method and status

  • Package/subscription information

  • Reservation countdown timer

Facility Management Features

Admin and Scheduler Capabilities

Facility Admins:

  • Full booking capabilities for all coaches

  • Edit and cancel sessions with same restrictions as coaches

  • Issue refunds and manage credit returns

Schedulers:

  • Book sessions for any coach

  • Use athlete credits for bookings

  • Cannot edit or cancel existing sessions

Cross-Coach Booking

  • Book online sessions for other facility coaches

  • Access athlete credits across facility coaches

  • Maintain payment method consistency

Best Practices

Credit Management

  1. Monitor package usage through customer pages

  2. Adjust credits manually when needed

  3. Communicate package benefits to athletes

Booking Optimization

  1. Default to package/subscription usage when available

  2. Use online payments for one-time sessions

  3. Maintain offline options for special circumstances

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