Creating a Product
Creating a Product
How to Create a Product, Subscription, or One-Time Payment in CoachIQ
Creating financial offerings such as products, subscriptions, or one-time payments in CoachIQ is a straightforward process. Follow these steps to set up your offerings and start monetizing your services.
Step 1: Navigate to Payments
First, access the Payments
section under Services
in your CoachIQ dashboard. This area is where you will manage all your pricing and payment configurations.
Step 2: Hit Create
Click on the Create
button located at the top right of the screen. This will open a menu where you can choose between creating a one-time payment or a subscription.
Step 3: Select Payment Type
For a Subscription: In this guide, we'll proceed with setting up a subscription. Click on the subscription option to start creating your recurring payment model.
For a One-Time Payment: If you prefer a one-time payment, select that option and follow similar steps to define the product details.
Step 4: Define Subscription Details
Here’s how you can set up a subscription:
Title Your Subscription: Enter a name for your subscription, such as "Monthly Training."
Write a Description: Provide a detailed description of what the subscription includes. This will be visible to your customers and should accurately reflect what you are offering.
Add Features: List any additional features that come with the subscription to provide potential subscribers with more context about what they are purchasing.
Step 5: Set Pricing and Frequency
Set the Price: Decide on the pricing per month. For example, you might set it at $100 per month.
Choose the Billing Frequency: Typically, this would be set to charge once every month, but you can adjust this based on your business model.
Step 6: Additional Settings
Processing Fees: Decide whether to pass on the processing fees for credit card transactions to your customers or to absorb them yourself.
Access Codes: Optionally, you can enable access codes if needed. This feature will be explained in detail in another guide.
Step 7: Create the Product
Once all details are filled in and you are satisfied with the settings, click on Create
. You will see a confirmation that your "Monthly Training" subscription has been successfully created.
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