> ## Documentation Index
> Fetch the complete documentation index at: https://help.coachiq.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Using Products in Your Business

> Attach products to session schedulers, programs, and forms to start accepting payments from clients

<Info>
  **Three places to use products**: Session schedulers, programs, and forms
</Info>

## Where products attach

Products don't generate revenue until attached to something clients interact with:

**Session Schedulers** → Clients book time slots and pay **Programs** → Clients purchase access to locked content **Forms** → Clients submit forms with payment

One product can attach to multiple places. Reuse products across your offerings.

## Attach products to session schedulers

<Steps>
  <Step title="Navigate to scheduler payment settings">
    1. Go to **Schedule** in left sidebar
    2. Click **Schedulers**
    3. Select the scheduler you want to add payment to
    4. Scroll to **Payment Settings** section

    <Frame>
      <img src="https://mintcdn.com/coachiq/xgGW_0E3or1zDj7u/images/payment-section-scheduler-settings.png?fit=max&auto=format&n=xgGW_0E3or1zDj7u&q=85&s=f1ada4fa5c034dc8463dc018be11243b" alt="CoachIQ scheduler payment settings section with payment method options" width="1534" height="1184" data-path="images/payment-section-scheduler-settings.png" />
    </Frame>
  </Step>

  <Step title="Choose payment method">
    Select one of four options:

    **Free** - No payment required, clients book without charge

    **Product** - Client must purchase a product to book

    **Credits** - Client must have credits to book (no direct payment)

    **Product OR Credits** - Client can either buy product or use existing credits

    <Tip>
      **Most common:** Product OR Credits. Gives clients flexibility to pay directly or use credits from packages.
    </Tip>
  </Step>

  <Step title="Select product(s)">
    If you selected Product or Product OR Credits:

    1. Click **Add Product**
    2. Select product from dropdown
    3. Add multiple products if offering different pricing options

    Clients see all attached products as payment choices during booking.
  </Step>

  <Step title="Save scheduler">
    Click **Save** at the top or bottom of the scheduler.

    <Check>
      **Connected.** Clients can now book this scheduler with payment.
    </Check>
  </Step>
</Steps>

### How clients book paid sessions

<Steps>
  <Step title="Client selects session">
    Client goes to your booking page and chooses the scheduler.

    <Frame>
      <img src="https://mintcdn.com/coachiq/SCS0H0SdgwiA1Snz/images/scheduler-athlete-view.png?fit=max&auto=format&n=SCS0H0SdgwiA1Snz&q=85&s=803cab733c34854b53a47efe4f43b637" alt="Athlete view of a CoachIQ scheduler booking page" width="2504" height="1660" data-path="images/scheduler-athlete-view.png" />
    </Frame>
  </Step>

  <Step title="Client picks time slot">
    Client selects date and available time.
  </Step>

  <Step title="Payment screen appears">
    Client sees payment options:

    * Product(s) you attached
    * Use Credits (if Product OR Credits is configured and they have credits)
  </Step>

  <Step title="Client completes purchase">
    Client enters payment info and confirms.
  </Step>

  <Step title="Booking confirmed">
    Session appears on both your calendar and client's calendar.

    Client receives confirmation email with session details.
  </Step>
</Steps>

## Attach products to programs

<Steps>
  <Step title="Navigate to program paywall settings">
    1. Go to **Content** in left sidebar
    2. Click **Programs**
    3. Select the program you want to paywall
    4. Click **Change** next to the \*\*Share \*\*at the top of the page

    <Frame>
      <img src="https://mintcdn.com/coachiq/WMHWzt9gSOYvlbjE/images/access-paywall-programs.png?fit=max&auto=format&n=WMHWzt9gSOYvlbjE&q=85&s=508d59a50b3f779f8cd95181787363c7" alt="CoachIQ program share settings with paywall toggle" width="3862" height="1896" data-path="images/access-paywall-programs.png" />
    </Frame>
  </Step>

  <Step title="Enable paywall">
    Toggle **Paywalled** to ON.

    <Info>
      Paywall locks all program content behind a purchase requirement.
    </Info>
  </Step>

  <Step title="Select product(s)">
    Choose which product grants access to this program.

    Clients must purchase this product to unlock program content.

    <Tip>
      Use One-Time products for lifetime access or Subscription products for access while subscribed.
    </Tip>
  </Step>

  <Step title="Save program">
    Click **Save**.

    <Check>
      **Paywalled.** Program content is now locked until purchase.
    </Check>
  </Step>
</Steps>

### How clients access paid programs

<Steps>
  <Step title="Client views program">
    Client navigates to program in their Athlete Portal.
  </Step>

  <Step title="Locked content appears">
    Program shows as locked with purchase requirement.
  </Step>

  <Step title="Client clicks unlock/purchase">
    Client clicks button to purchase access.
  </Step>

  <Step title="Payment screen appears">
    Client completes purchase of the required product.

    <Frame>
      <img src="https://mintcdn.com/coachiq/xgGW_0E3or1zDj7u/images/paywalled-program-ui.png?fit=max&auto=format&n=xgGW_0E3or1zDj7u&q=85&s=fccbde58fb338200c3e4ae9f55d160d4" alt="Client checkout screen for a paywalled CoachIQ program" width="3372" height="2012" data-path="images/paywalled-program-ui.png" />
    </Frame>
  </Step>

  <Step title="Program unlocks">
    All program content becomes immediately accessible.

    Client can view videos, documents, workouts, and all program materials.
  </Step>
</Steps>

## Attach products to forms

<Steps>
  <Step title="Open form builder">
    1. Go to **Tools** in left sidebar
    2. Click **Forms**
    3. Select existing form or create new form
  </Step>

  <Step title="Add connected products">
    1. Click **Connections**
    2. Toggle **Add Product(s)**
    3. Drag payment field to desired position in form

    <Tip>
      Place payment field near the end of form, after collecting all necessary information.
    </Tip>
  </Step>

  <Step title="Configure payment field">
    **Select product:** Choose which product to connect

    <Frame>
      <img src="https://mintcdn.com/coachiq/C6GadFHeDydoJ-5K/images/connected-products-forms.png?fit=max&auto=format&n=C6GadFHeDydoJ-5K&q=85&s=73c9e001647e91cbcf88bba1b1f1cb70" alt="CoachIQ form builder connections panel with product attached" width="3938" height="2550" data-path="images/connected-products-forms.png" />
    </Frame>
  </Step>

  <Step title="Save and publish form">
    Click **Create Form** to make form live.

    <Check>
      **Form ready.** Clients now pay when submitting this form.
    </Check>
  </Step>
</Steps>

### How clients submit forms with payment

<Steps>
  <Step title="Client fills out form">
    Client enters all required information (name, contact, questions, etc.).

    <Frame>
      <img src="https://mintcdn.com/coachiq/C6GadFHeDydoJ-5K/images/form-payment-flow.png?fit=max&auto=format&n=C6GadFHeDydoJ-5K&q=85&s=0db626522545537b74a9b4a88f947c7b" alt="Client filling out a CoachIQ form with payment field" width="2564" height="2078" data-path="images/form-payment-flow.png" />
    </Frame>
  </Step>

  <Step title="Payment field appears">
    Client reaches payment section showing:

    * Product name and price
    * Payment field for card details
  </Step>

  <Step title="Client enters payment">
    Client provides credit card information.

    <Info>
      Payment processes through Stripe. Card details never touch CoachIQ servers.
    </Info>
  </Step>

  <Step title="Confirmation" stepNumber={4}>
    Client receives:

    * Form submission confirmation
    * Payment receipt
    * Any credits (if product issues them)
  </Step>
</Steps>

## Paywall vs. credits vs. free

Understanding when to use each payment method:

**Free** - No payment required

* Use for: Complimentary sessions, internal team use, evaluation sessions

**Paywall** \*\*Only \*\*- Direct purchase required, no credits accepted

* Use for: When you don't want to manage credit system, single-purchase offerings

**Credits** - Must have credits, no direct purchase option

* Use for: When you only want existing clients/members to book (no new purchases)

**Paywall OR Credits** - Client chooses payment method or uses credits

* Use for: Maximum flexibility, most common setup

<Tip>
  **Recommended:** Use Paywall OR Credits for most schedulers. Gives clients choice while allowing new purchases.
</Tip>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Product doesn't appear in dropdown">
    **Check these:**

    * Product is published (not draft)
    * Product isn't archived
    * You're looking in correct section (schedulers vs programs vs forms)
    * Refresh the page

    If still missing, go to Payments → Products and verify product status.
  </Accordion>

  <Accordion title="Client says they can't book">
    **Verify:**

    * Product is attached to scheduler
    * Product price is correct (not accidentally $0 or $10,000)
    * Stripe is connected and in Live Mode
    * Client has valid payment method

    Test the booking flow yourself to identify where it breaks.
  </Accordion>

  <Accordion title="Credits aren't working">
    Credits require configuration in both Products AND Schedule sections.

    **Check:**

    * Product has credits enabled
    * Number of credits is specified
    * Scheduler payment method includes "Credits" option
    * Scheduler is in the product's allowed usage list

    [Learn more about credits →](/payments/credits-products)
  </Accordion>

  <Accordion title="Want to require membership before booking">
    Set scheduler payment method to **Credits** only.

    Then only clients with active membership subscriptions (which issue credits) can book.

    This prevents one-off purchases and ensures only members access these sessions.
  </Accordion>
</AccordionGroup>

## Next steps

1. [Understand credits](/payments/credits-products) - Learn the credit system
2. [View transactions](/payments/transactions) - Monitor incoming payments

## Related articles

* [Products Overview](/payments/product-overview)
* [Creating Your First Product](/payments/creating-first-product)
* [Product Types Explained](/payments/product-types)
* [Credits & Products](/payments/credits-products)