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Where to find this: Payments → Products → + Create Product (or click existing product to edit)

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Product Builder overview

The Product Builder has 7 sections. Only Section 1 is required. Configure additional sections based on your needs.
Product Builder Pn

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Section 1: Product Details

Required section - Every product needs at minimum a name and price.
RequiredThe name clients see during checkout and in their purchase history.Best practices:
  • Be specific: “60-Minute Basketball Training” not “Training”
  • Include duration for sessions: “90-Minute Session”
  • Add value: “Premium Coaching Package”
Character limit: 100 charactersExamples:
  • “Individual Training Session”
  • “Monthly Unlimited Membership”
  • “10-Session Package - Youth Development”
RequiredDollar amount clients pay.Format: $XX.XX (US dollars or your Stripe currency)Minimum: $0.50 (Stripe requirement)Free products: Use Access Code type with $0.00 price
Double-check your price before publishing. 5.00vs5.00 vs 50.00 mistakes are common.
OptionalExplain what’s included in the purchase. Appears on checkout page.Supports:
  • Plain text
  • Line breaks
  • Basic formatting
Best practices:
  • Keep it concise (2-4 sentences)
  • List what’s included
  • Mention any restrictions or expiration
Example: “One 60-minute individual training session with Coach Mike. Includes personalized skill development, video analysis, and post-session workout plan. Must be used within 30 days of purchase.”
OptionalBullet point list highlighting product benefits.Appears: Below description on checkout pageBest practices:
  • Use 3-5 features
  • Start with action words
  • Focus on benefits, not just features
Example:
  • Personalized training plan
  • Video analysis included
  • Flexible scheduling
  • Money-back guarantee
Subscription or One Time ProductSubscription: Charges client on a recurring basis once product is purchasedOne Time Product: Charges client once per purchase

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Section 2: Payment Options

Configure pricing frequency and processing fees.
All product typesSet or modify the product price. Same as Section 1 price field.
Subscription products onlyHow often to charge the client’s card.Options:
  • Monthly (most common)
  • Quarterly (every 3 months)
  • Semi-annually (every 6 months)
  • Annually (once per year)
Monthly subscriptions create the most predictable recurring revenue and are easier for clients to commit to.
All product typesConfigure who pays Stripe’s transaction fees (2.9% + $0.30 in US).Options:You absorb the fee (default)
  • Client pays product price
  • You receive product price minus Stripe fees
  • Example: 50product=50 product = 48.05 to you
Client pays the fee
  • Stripe fee added as separate line item at checkout
  • You receive full product price
  • Example: 50product+50 product + 1.76 fee = $51.76 charged to client
Custom fee structure:
  • Fixed amount: Add specific dollar amount (e.g., $2.00)
  • Percentage: Add percentage on top (e.g., 3%)
  • Both: Combine fixed + percentage
Some states restrict credit card surcharges. Check local regulations before passing fees to clients.

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Section 3: Credits

Configure session credits issued with purchase.
Toggle ON or OFFTurn this on to issue credits when clients purchase this product.OFF (default): Product is payment-only. No credits issued.ON: Product issues specified number of credits to client’s account.
Credits require additional configuration in Schedule → Schedulers. Learn about credits →
Appears when credits are ONHow many credits to issue per purchase or billing period.Examples:
  • 1 credit for single session products
  • 10 credits for multi-session packages
  • 4 credits per month for subscriptions
  • ∞ credits for “unlimited” access
For unlimited monthly memberships, set credits to 999. Functionally unlimited for most coaches.
Appears when credits are ONWhen credits expire and become unusable.Options:Days since purchase (One Time product only)
  • 30 days
  • 60 days
  • 90 days
  • 120 days
  • Custom number of days
Specific date (One Time Product Only)
  • Calendar picker
  • Set exact expiration (e.g., end of season)
Don’t expire (One Time Product Only)
  • Master Credits (never expire)
  • Client keeps credits indefinitely
Carry Over Unsed Credits (Subscription Product Only)
  • Credits carry over from one billing cycle to the next
Subscription expiration (Subscription Product Only)
  • Credits expire when subscription cancels
  • New credits issued each billing period

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Section 4: Usage Limits

Restrict where credits can be redeemed.
Appears when credits are ONSelect specific schedulers that accept this product’s credits.Universal Credits (default): Leave blank or select all. Credits work for any scheduler.Restricted Credits: Select specific schedulers only.Examples:
  • “Youth Package” credits → Only youth training schedulers
  • “Pitching Credits” → Only pitching lesson scheduler
  • “Group Session Package” → Only group class schedulers
Use restricted credits to create specialized packages that don’t accidentally get used for wrong session types.
Advanced featureOverride how many credits can be used per billing cycle for a partcular schedulerExample:
  • Product awards client 8 credits
    • 4 credits can be used for a “Group Training” Scheduler
    • 4 credits can be used for a “Private Training” Scheduler

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Section 5: Confirmation Page

Where clients go after successful purchase.
Default optionRedirect to client’s Athlete Portal after purchase.Client sees:
  • Purchase confirmation
  • Home page of the athlete portal
Best for: Most products, especially session bookings

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Section 6: Advanced Settings

Special configurations for specific business needs.
Allow purchase without accountOFF (default): Client must create CoachIQ account to purchaseON: Client can checkout as guest with just email and payment infoWhen to enable:
  • Selling merchandise to non-clients
  • One-time workshop registration
  • Public events open to anyone
When to keep OFF:
  • Session bookings (need account to schedule)
  • Memberships (need account to access)
  • Programs (need account for content)
Guest checkouts don’t create client profiles. Use for one-off sales to people who won’t need ongoing access.
Split revenue with partnersAutomatically split product revenue with other coaches or facilities.Configure:
  • Partner Stripe account ID
  • Percentage split (e.g., 70/30, 80/20)
  • Flat fee per transaction
Use cases:
  • Facility rental fees
  • Contractor coach payments
  • Referral partnerships
How it works:
  • Client pays full product price
  • Stripe automatically splits payment
  • Each party receives funds in their own Stripe account
Revenue sharing requires the partner to have their own Stripe Connect account. Setup is technical—contact support for implementation help.
Require terms acceptanceOFF (default): No terms required at checkoutON: Checkbox with link to terms appears at checkoutConfigure:
  • Terms text (displays inline)
  • Terms URL (links to external page)
Best practices:
  • Include liability waivers
  • Cancellation policies
  • Refund policies
  • Usage restrictions
Client must check the box to complete purchase.

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Section 7: Access Codes

Create redemption codes for this product.Code format: Any combination of letters/numbers (no spaces)Examples:
  • SPONSOR2025
  • TEAMDISCOUNT
  • PARTNERSHIP50
Case sensitive: Codes must match exactly unless configured otherwise
Use descriptive codes so you can identify their purpose (CORP-IBM-2025 vs CODE123).
Set how many times each code can be used.Options:
  • Unlimited uses
  • Limited uses (1, 10, 50, 100, custom)
Tracking: View current redemption count for each codeExample: Create PARTNER2025 code with 50 redemption limit for corporate partnership
See how many times each code has been redeemed.Displays:
  • Code name
  • Redemptions used / limit
  • Last redemption date
Use this to track campaign performance and know when codes reach limits.
Remove codes that are no longer needed.Deleted codes:
  • Can’t be redeemed by new clients
  • Still show in past transaction history
Deleting a code doesn’t affect purchases already made with that code. It only prevents future redemptions.