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Where to find this: stripe.com/dashboard

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What the Stripe Dashboard is

The Stripe Dashboard is your payment processor’s control center. While you manage day-to-day operations in CoachIQ, Stripe provides:
  • Detailed financial reports
  • Tax documents and statements
  • Advanced payment settings
  • Payout schedules and history
  • Dispute and chargeback management
Most tasks happen in CoachIQ. Use Stripe for financial reporting, tax documents, and advanced configuration.

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Key areas of Stripe

Overview of your payment activityDisplays:
  • Total revenue (today, week, month)
  • Recent payments
  • Account balance
  • Pending payouts
  • Quick stats and trends
This is your financial snapshot. Check here to see high-level performance.

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What syncs between CoachIQ and Stripe

CoachIQ → Stripe:
  • Products you create
  • Transactions processed
  • Subscriptions started
  • Refunds issued
  • Customer information
Stripe → CoachIQ:
  • Payment confirmations
  • Subscription renewals
  • Failed payment notifications
  • Customer updates
  • Payout status
Data syncs in real-time. Changes in one platform appear immediately in the other.

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When to use Stripe vs. CoachIQ

Day-to-day operations:
  • Creating and editing products
  • Viewing transactions
  • Managing subscriptions
  • Issuing refunds
  • Tracking credits
  • Client communication
  • Booking management
CoachIQ is your primary workspace for running your coaching business.

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Common Stripe tasks

  1. Log into Stripe Dashboard
  2. Click Reports in left sidebar
  3. Select Documents
  4. Download 1099-K or other tax forms
Tax documents available in January for the previous year’s activity.
  1. Go to Settings in Stripe Dashboard
  2. Click Bank accounts and scheduling
  3. Select your payout frequency (daily, weekly, monthly)
  4. Save changes
First payout always takes 7-10 days regardless of schedule. Subsequent payouts follow your selected frequency.
  1. Click Balance in left sidebar
  2. Select Payouts tab
  3. Click any payout
  4. See itemized fees: processing fees, refund fees, disputes
This shows exactly what Stripe charged for each transaction.
  1. Go to Payments in Stripe Dashboard
  2. Apply any filters (date range, status, amount)
  3. Click Export button (top right)
  4. Choose CSV or Excel format
  5. Download file
Use this for accounting software or custom financial analysis.

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Test mode vs. live mode

Stripe Dashboard has two modes: Test Mode: Use fake card numbers to test payment flows without real money. Toggle Test Mode on to safely experiment with products, subscriptions, and refunds. Live Mode: Real payments with real money. This is your production environment where actual client transactions occur.
The toggle switch is in the top right of your Stripe Dashboard. CoachIQ automatically reflects whichever mode Stripe is in.

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Understanding your balance

Your Stripe balance has two states: Pending: Money from recent payments that’s still processing. Typically holds for 2 business days before becoming available. Available: Money ready to pay out to your bank account. Stripe automatically deposits available funds based on your payout schedule.
Your first payout takes 7-10 business days after your first successful payment. This initial delay is standard for new accounts.

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Need more help with Stripe?

Stripe provides comprehensive documentation for advanced features: For CoachIQ-specific payment questions, contact CoachIQ support.