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Three places to use products: Session schedulers, programs, and forms

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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.

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Attach products to session schedulers

1

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
Payment Section Scheduler Settings Pn
2

Choose payment method

Select one of four options:Free - No payment required, clients book without chargeProduct - Client must purchase a product to bookCredits - Client must have credits to book (no direct payment)Product OR Credits - Client can either buy product or use existing credits
Most common: Product OR Credits. Gives clients flexibility to pay directly or use credits from packages.
3

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.
4

Save scheduler

Click Save at the top or bottom of the scheduler.
Connected. Clients can now book this scheduler with payment.

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How clients book paid sessions

1

Client selects session

Client goes to your booking page and chooses the scheduler.
Scheduler Athlete View Pn
2

Client picks time slot

Client selects date and available time.
3

Payment screen appears

Client sees payment options:
  • Product(s) you attached
  • Use Credits (if Product OR Credits is configured and they have credits)
4

Client completes purchase

Client enters payment info and confirms.
5

Booking confirmed

Session appears on both your calendar and client’s calendar.Client receives confirmation email with session details.

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Attach products to programs

1

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
Access Paywall Programs Pn
2

Enable paywall

Toggle Paywalled to ON.
Paywall locks all program content behind a purchase requirement.
3

Select product(s)

Choose which product grants access to this program.Clients must purchase this product to unlock program content.
Use One-Time products for lifetime access or Subscription products for access while subscribed.
4

Save program

Click Save.
Paywalled. Program content is now locked until purchase.

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How clients access paid programs

1

Client views program

Client navigates to program in their Athlete Portal.
2

Locked content appears

Program shows as locked with purchase requirement.
3

Client clicks unlock/purchase

Client clicks button to purchase access.
4

Payment screen appears

Client completes purchase of the required product.
Paywalled Program Ui Pn
5

Program unlocks

All program content becomes immediately accessible.Client can view videos, documents, workouts, and all program materials.

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Attach products to forms

1

Open form builder

  1. Go to Tools in left sidebar
  2. Click Forms
  3. Select existing form or create new form
2

Add connected products

  1. Click Connections
  2. Toggle Add Product(s)
  3. Drag payment field to desired position in form
Place payment field near the end of form, after collecting all necessary information.
3

Configure payment field

Select product: Choose which product to connect
Connected Products Forms Pn
4

Save and publish form

Click Create Form to make form live.
Form ready. Clients now pay when submitting this form.

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How clients submit forms with payment

1

Client fills out form

Client enters all required information (name, contact, questions, etc.).
Form Payment Flow Pn
2

Payment field appears

Client reaches payment section showing:
  • Product name and price
  • Payment field for card details
3

Client enters payment

Client provides credit card information.
Payment processes through Stripe. Card details never touch CoachIQ servers.
4

Confirmation

Client receives:
  • Form submission confirmation
  • Payment receipt
  • Any credits (if product issues them)

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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
Recommended: Use Paywall OR Credits for most schedulers. Gives clients choice while allowing new purchases.

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Troubleshooting

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.
Verify:
  • Product is attached to scheduler
  • Product price is correct (not accidentally 0or0 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.
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 →
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.

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Next steps

  1. Understand credits - Learn the credit system
  2. View transactions - Monitor incoming payments