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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.

Where to find this: Payments → Subscriptions

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What the Subscriptions page shows

The Subscriptions dashboard displays all recurring billing for your coaching business:
  • Active memberships and their status
  • Canceled subscriptions
  • Failed payment retries
  • Monthly recurring revenue (MRR)
  • Subscription history and details
Every subscription product purchase creates an entry here that tracks billing until canceled.
CoachIQ Subscriptions dashboard showing active subscriptions and MRR metrics

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Key metrics at the top

Three metrics display above your subscription list: Active Subscriptions
  • Count of currently active, billing subscriptions
  • Includes trialing and scheduled subscriptions
  • Excludes canceled and past due
Canceled Subscriptions
  • Total number of ended subscriptions
  • Tracks churn and cancellation history
Monthly Recurring Revenue (MRR)
  • Total monthly revenue from active subscriptions
  • Updates in real-time as subscriptions change
  • Based on monthly equivalent (annual subscriptions divided by 12)
MRR is your most important subscription metric. Track this to measure subscription business health.

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Subscription list columns

Each subscription displays:
ColumnWhat it shows
DateWhen subscription started
StatusCurrent billing status (Active, Canceled, Past Due, etc.)
ClientClient name linked to profile
AmountBilling amount and frequency ($200/month)
ProductWhich subscription product
TypeAlways “Subscription”
Click any row to view full subscription details.

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Subscription status types

Green indicator - Running normallySubscription is active and payments are processing successfully.Client’s card charges automatically on schedule. Credits renew (if configured). Everything working as expected.

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Filter and search subscriptions

Filter by status: Click status tabs at top:
  • All
  • Active
  • Canceled
  • Past Due
  • Trialing
  • Scheduled
Filter by Product: Click the product(s) from the drop down view
CoachIQ subscriptions page product filter dropdown

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Check for unsynced subscriptions

An unsynced subscription is one that exists in CoachIQ but isn’t linked to Stripe. When a subscription is unsynced, the platform doesn’t know to process payments, issue credits, or manage billing for that client. Use the Unsynced filter to quickly identify any subscriptions that may have slipped through without a Stripe connection.
1

Go to Payments → Subscriptions

Open the Subscriptions dashboard from the main navigation.
2

Click the Unsynced filter

In the status filter tabs at the top of the page, select Unsynced. This filters the list to show only subscriptions that aren’t connected to Stripe.
Subscriptions dashboard filtered to show unsynced subscriptions
3

Review and resolve

For each unsynced subscription, check:
  • Does the client have an active subscription in Stripe? If yes, the subscription may need to be relinked.
  • Was this a manual product addition that was never connected to billing?
  • Did a transfer or migration cause it to lose its Stripe connection?
If you find unsynced subscriptions that should be billing, contact CoachIQ support to get them resynced.
Unsynced subscriptions mean the client may have access to your services without being billed. Check this filter periodically — especially after bulk imports or account transfers.

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View subscription details

Click Open under the Source column of the subscription to view on Stripe: Billing information:
  • Current period start and end dates
  • Next billing date
  • Billing frequency
  • Amount charged each period
Payment history:
  • All successful charges
  • Failed payment attempts
  • Amount paid to date
Subscription actions:
  • Cancel subscription
  • Update billing date
  • Change product/pricing
  • Issue refund for last payment
Stripe subscription detail page showing billing and payment history

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Understanding subscription lifecycle

1

Client subscribes

Client purchases subscription product. Subscription appears as Active (or Trialing if trial configured).
2

First payment processes

Immediate charge.Credits issued (if configured). Client can book sessions.
3

Automatic renewals

Card charges on schedule (monthly, quarterly, annually).New credits issued each period (if configured). Client continues accessing services.
4

Payment failure

If card declines: Status changes to Past Due. Stripe retries automatically over several days.Client retains access during retry period.
5

Subscription ends

Client cancels OR payment retries exhaust.Status changes to Canceled. Credits expire. Access ends.

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Common subscription scenarios

What you see:
  • Status: Active (green)
  • Regular successful payments in history
  • Credits renewing each period
What to do: Nothing. It’s working perfectly.

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Subscriptions vs. transactions

Subscriptions page: Ongoing billing relationships
  • Shows subscription status
  • Displays next billing date
  • Tracks recurring revenue
Transactions page: Individual payment events
  • Shows each charge (including subscription charges)
  • Displays one-time payments too
  • Tracks total revenue
Every subscription charge also appears in Transactions. Subscriptions page focuses on ongoing relationships, Transactions shows individual payments.

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Export subscription data

Export subscription list for reporting or accounting:
  1. Apply any desired filters (status, date range)
  2. Click Export button (if available)
  3. Download CSV file
Use exported data for:
  • Financial reporting
  • Churn analysis
  • Revenue forecasting
  • Accounting software import

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What you can’t do on Subscriptions page

These actions require Stripe Dashboard:
  • Change subscription pricing mid-cycle
  • Apply retroactive discounts
  • Modify payment schedule
  • Complex subscription modifications
For advanced subscription management, use Stripe Dashboard. Learn about Stripe Dashboard →