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Guest checkout lets someone pay, or book a free session, without signing in or creating a password first. Use it for a first purchase from an ad, your website, or a link you share. The guest still gets a CoachIQ profile under the email they enter. They just don’t need a password to check out. They can set one later on the sign-in screen with the same email.

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Where guest checkout applies

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Turn on guest checkout for a product

1

Open the product

Go to Payments → Products and open the product, or select + Create.
2

Turn on the setting

In Advanced, turn on Allow users to checkout as guest. The builder confirms that users won’t need to sign in to purchase this product.
Advanced section with Allow users to checkout as guest turned on
3

Save the product

The setting doesn’t apply when:
  • The product’s purchase is for a Managed Athlete. The parent signs in so they can choose which child they’re registering.
  • A subscription requires a registration form under Advanced → Add a form. The buyer is asked to sign in or sign up. A one-time product with a registration form can still use guest checkout.
  • The subscription has a free trial or Schedule charges for later. The buyer is asked to log in or sign up first, and signing in from checkout completes the purchase.

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Turn on guest booking for a free scheduler

Use this for a free intro call, evaluation, or trial session.
1

Open the scheduler

Open the scheduler under Scheduling → Schedulers.
2

Turn on guest booking

In the Payment section of a Free scheduler, turn on Allow users to book as guest, then save.
With it on, a signed-out visitor can book with just their name and email, from your app or the website scheduler, without creating an account. With it off, booking requires an account. In the website scheduler, sessions that allow guest checkout offer Continue as guest. A visitor who creates an account partway through goes straight to payment for the time they picked, with their details filled in. The scheduler setting only affects free sessions. A paid session follows the product’s setting, and a credit session always requires sign-in.

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What the guest enters

  • Name and email
  • Payment details, for a paid purchase
  • Answers to any form connected to the product or scheduler

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When the guest’s email already has an account

If a guest types an email that already has a CoachIQ account (often from buying at another organization), checkout asks them to sign in instead of continuing as a guest. If that account has no password yet, they go to Set Your Password with the email filled in. Either way they finish the purchase or booking in the same visit, with one payment, and a session booking keeps the session and time they chose. Use a different email lets them fix a typo. On your website the message reads “This email has an account. Sign in to set a password, or use a different email.”

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After the purchase

A guest stays on Payment Successful with “Create an account with this email to see your purchases.” and a Create account button, instead of being sent to a login page.

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What you see

  • The purchase appears in Payments → Transactions like any other. Guest bookings made with an access code or a 100% coupon show as $0 orders.
  • A guest booking appears on your calendar with the guest’s name, so you can check in, move, or cancel it as usual.
  • CoachIQ keeps a profile under the email the guest used, so later purchases and bookings stay together.

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When to use it

Good fits
  • Free intro calls, evaluations, and trial sessions
  • Paid drop-ins and one-off clinics bought from a link or ad
  • Event and camp registrations
  • Merchandise or one-time fees
Keep it off for
  • Credit packages and memberships: families need to sign in to book with credits and manage their membership.
  • Program access: content is viewed in the signed-in app.
  • Team or family registrations where you need to know which child is attending. Use Managed Athlete instead.
For a sales funnel, turn on guest checkout for the first step, such as an intro session, and keep it off for the packages and memberships that come after. Once someone is a client, have them sign in so they can see bookings, use credits, and get reminders in the app.