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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. The Buyer or Managed Athlete option sits at the bottom of the builder, below the numbered sections.

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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 onlyDefine how often payments occur and credits are issued. Use the Payment Every field to set a custom interval: enter a number and select the period (Day, Week, Month, or Year).Common setups:
  • Every 1 Month — monthly billing (most common)
  • Every 3 Months — quarterly billing
  • Every 6 Months — semi-annual billing
  • Every 1 Year — annual billing
Monthly billing creates the most predictable recurring revenue and is easiest for clients to commit to.
All product typesConfigure who pays transaction fees. Two fees apply to every transaction — Stripe’s 2.9% + $0.30, and CoachIQ’s 1% + $0.20 on top — for a combined 3.9% + $0.50 (US). You set the fixed amount and percentage fields directly, so make sure they’re set to cover both fees.Options:You absorb the fee (default)
  • Client pays product price
  • You receive product price minus the combined fee
  • Example: 50product=50 product = 47.55 to you
Client pays the fee
  • Combined fee added as separate line item at checkout
  • You receive full product price
  • Example: 50product+50 product + 2.45 fee = $52.45 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
Different fee for ACH (bank) paymentsIf your organization accepts US bank account (ACH) payments, the processing-fee settings also let you set a separate fee for ACH payments. Bank payments cost less to process than cards, so you can pass on a lower fee (or none) for ACH while keeping the card fee, instead of building a second copy of every product for bank payers. Details and examples: Fees for ACH payments.
Some states restrict credit card surcharges. Check local regulations before passing fees to clients.
All product typesProducts don’t choose their own payment methods. Buyers see every method that is active for your organization: cards by default, plus Apple Pay and Google Pay, US bank account (ACH), and buy-now-pay-later options such as Afterpay where you have enabled them. ACH is offered on one-time products and on recurring memberships.Which methods are active, and where to turn them on, is covered in Payment methods at checkout.
Subscription products onlyCharge a one-time amount on the first invoice in addition to the recurring price.OFF (default): Client is charged the recurring price starting on day one.ON: A separate one-time charge is added to the first invoice only. All subsequent invoices charge the recurring price.Use cases:
  • Setup or enrollment fees
  • Commitment deposits
  • Registration fees
Example: 50setupfee+50 setup fee + 200/month recurring. The client pays 250ondayone,then250 on day one, then 200 each month after.
Coupons discount the down payment too. A coupon applied to a month-to-month membership reduces the initial fee as well as the recurring charge, so a 100%-off code makes the first payment genuinely free. See Coupons and subscriptions.
All product typesToggle ON to allow clients to redeem access codes at checkout to unlock this product. Configure the actual codes in Section 7: Access Codes.
Subscription products onlyDefine when the subscription ends.Ongoing (no end) (default): Subscription continues until the client or coach cancels manually.End after a number of billing cycles: Subscription automatically cancels after a set number of payments. Example: set to 12 for an annual commitment billed monthly.End on a specific date: Subscription automatically cancels on a chosen calendar date. Example: set to June 30 for a season-based membership.
Use “End after billing cycles” for finite training packages sold as subscriptions, such as a 12-week program billed monthly.
All product typesCollect the purchase now but delay the first charge to a future date. Turn the toggle ON and set a First charge date (MM/DD/YYYY).OFF (default): The client is charged at checkout.ON: The client enters their card and completes checkout now. The card is saved and automatically charged on the First charge date — no manual action needed.Use cases:
  • Open registration for a season or camp that bills on a set start date
  • Locking in sign-ups now while charging everyone on the same future day
Example: Open summer-program registration in April with a First charge date of June 1 — parents register now and are charged automatically on June 1.
All product typesGive clients a trial period before any charge. Turn the toggle ON and set the Trial period (days) (for example, 7).OFF (default): Billing begins at checkout.ON: The client isn’t charged during the trial. The first payment processes when the trial period ends, unless they cancel before then.Use cases:
  • “First week free” memberships
  • Letting athletes try a program before committing
For subscriptions, the trial shows as a Trialing status on the client’s Subscriptions tab.
Free ($0.00) productsWhen a product’s price is $0.00, the Payment section shows a Show payment methods toggle. Turn it ON to require buyers to enter a card at checkout and save it to their account — without charging them today. (Enabling it mirrors the product into Stripe so the card can be charged later.)Collect a card on file:
  1. Create a product and set the Price to $0.00.
  2. Turn on Show payment methods.
  3. Share or attach the product. At checkout, the buyer enters a card, which is saved to their profile — no charge is made.
Use cases:
  • Getting parents’ cards on file before a season or program starts
  • Securing a card for future manual or scheduled charges
Subscription (membership) productsGive everyone who holds this membership an automatic discount on your other products. The discount is set on the membership product itself, and you choose which products it applies to: a hand-picked list, or all products. It covers both other memberships and one-time products, and applies automatically at checkout for anyone with the membership active - no coupon code to enter.Use cases:
  • Team members get member pricing on camps, clinics, and rentals
  • A base membership unlocks a discount on private-lesson packages
How member discounts compare with coupons, and how to decide between them: Member discounts.

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Section 3: Credits

This section turns a product into a credit package. Credits are issued here and spent on schedulers, so every choice below has a matching setting on the scheduler side. Read this section together with How credits work on a scheduler.

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Who controls what

A product with credits but no credit-based scheduler sells credits nobody can spend. Before publishing, confirm at least one scheduler is Paywalled with Credit (or Either) under How they pay, and is allowed under Usage Limits below.

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Settings

Toggle ON or OFFOFF (default): Payment-only product. The athlete pays and receives nothing they can redeem on a scheduler. Use for merchandise, event fees, or sessions sold through a scheduler’s own direct payment.ON: Every purchase (or every billing period for a subscription) adds the number of credits you set to the buyer’s account. The Credits and Usage Limits fields appear.
Credits land on the buyer’s account. A parent who buys for a child holds the credits and books from a shared family balance. See Booking for multiple athletes.
Appears when credits are ONHow many credits each purchase, or each billing period, issues.Typical values:
  • 1 credit for a single-session product
  • 5 or 10 credits for a package
  • 4 credits per month for a weekly-session subscription
  • 999 for an “unlimited” membership (shown to athletes as ∞)
Match the number to the credit cost on your schedulers. If sessions cost 1 credit, 10 credits is 10 sessions. If a premium scheduler costs 2 credits, a 10-credit package covers 5 of those.
Appears when credits are ONWhen unused credits stop being usable. The options depend on the product type.One Time productsSubscription products
90 days is the most common setting for one-time packages. It creates urgency without feeling punitive. Whatever you choose, state it on the product’s confirmation page and in your first message to the buyer.
Some jurisdictions regulate stored-value expiration. Check local rules before setting short expirations.

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Section 4: Usage Limits

Restrict where and how fast this product’s credits can be spent. Both settings appear only when credits are ON.
Choose the schedulers that will accept credits from this product.Blank or all selected (default): Credits work on every credit-based scheduler, now and in the future.Specific schedulers: Credits work only there. Any other scheduler tells the athlete they have no usable credits, even if their balance is positive.Examples:
  • “Youth Package” → only the youth training schedulers
  • “Pitching Credits” → only the pitching lesson scheduler
  • “Group Session Package” → only group class schedulers
Restricted credits stop a cheap group package from being spent on expensive private sessions. They are also the number one cause of “I have credits but can’t book” tickets, so name the product after what it unlocks.
Advanced, subscription productsCap how many of the product’s credits can be spent on a particular scheduler in one billing cycle.Example: A membership grants 8 credits a month. You cap 4 on “Group Training” and 4 on “Private Training”. An athlete cannot burn all 8 on private sessions. Once they reach 4 on a scheduler they are blocked there until the next cycle, even though credits remain.The athlete sees a limit message rather than an out-of-credits message. The order in which CoachIQ checks restrictions, balance, limits, and capacity is in Credit usage limits and restrictions.

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Credit edge cases to plan for

Existing buyers keep exactly what they were issued. Only future purchases and future subscription renewals get the new amount. To top up existing buyers, grant credits from each athlete’s Credits tab.
Credits already issued keep the expiration they were issued with. The new rule applies to new purchases only.
This one does apply to credits already issued. Adding a scheduler immediately lets every holder book there. Removing one immediately blocks them, including athletes who bought the product expecting it. Announce removals before you make them.
Credits restricted to only that scheduler become unspendable. Edit this product first and add a replacement scheduler to the list.
Product-specific credits are spent before Master Credits. Between two products, check the athlete’s Credits tab after booking to see which pool was used; the log names the product.
Renewal credits stop. Credits already issued follow the product’s expiration rule, so under Subscription expiration they are cleared, and under Carry over they remain until spent. Existing bookings are not cancelled. See Recurring credit memberships.
Whether the credit comes back is decided by the scheduler’s refund setting and cancellation window, not by the product. A returned credit keeps its original expiration.
Refunding money does not remove credits. Open the athlete’s Credits tab and deduct them, or turn off credit use for that product with the toggle on its credit tab, or they can keep booking on a refunded package. See Turning off a product’s credits.
The athlete pays less but receives the full number of credits. Discount the price, never the credits.
Buyers keep their credits and can still spend them. No new purchases are possible, so update any scheduler whose Buy more credits field points at this product.

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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:
  • Credit packages (credits need an account to be spent)
  • 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. Schedulers have their own guest checkout setting for intro calls and trial sessions; see Guest checkout.
All product typesCap how many times a product can be sold, so it stops selling on its own instead of overselling.Total purchase limit: The number of purchases available across your whole group. Once reached, the product shows as no longer available at checkout. Use it for camp registrations, team spots, or anything with a fixed roster size.Per-customer limit: How many times one person can buy the product. Set it to 1 to keep an intro offer or trial session genuinely one-time.Leave either field empty (or 0) for no limit. The product’s current purchase count is tracked against the total limit, so you can see how many spots remain.
A total limit of 24 on “Summer Camp Week 1” plus a per-customer limit of 1 gives you a 24-athlete roster where no parent can accidentally register the same child twice.
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 checkout. Client must check the box to complete purchase.Configure:
  • Toggle Require Agreement to Terms to ON
  • Enter your Agreement Link (URL to your terms page)
Common uses:
  • Cancellation and refund policies
  • Liability waivers
  • No-show policies
  • Service agreements
Full guide to checkout terms & waivers →

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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.

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Who the purchase is for: Buyer or Managed Athlete

At the bottom of the Product Builder, below the numbered sections, you choose whether a purchase of this product is recorded against the Buyer or a Managed Athlete. Buyer: The purchase, its credits, and any tag your automations add all attach to the account that pays. This is the default and matches how products always worked: a parent buying for a child holds the purchase on the parent profile, and the family books from a shared credit balance (see Booking for multiple athletes). Managed Athlete: Checkout asks Who are you registering? so the parent picks which athlete the purchase is for, and the purchase, credits, and team tag attach to that athlete rather than the parent. Date of birth is collected for that athlete. Use it for team registrations, seasonal programs, and anything where you need a roster of athletes (not payers) or per-athlete credits.
Adults buying for themselves are unaffected. A college or pro athlete with no managed athletes on their account is both the buyer and the athlete, so checkout doesn’t ask the question and the purchase lands on their own profile either way.
Why it matters for families with more than one athlete Without athlete selection, two team registrations by one parent land on the parent as two purchases and two tags with nothing saying which child belongs to which team, and an automation that books “the trigger user” onto the team’s practice schedule has no way to tell the children apart. With Managed Athlete, each registration names the child, so rosters, credits, refunds, and booking automations follow the right athlete. Parents add athletes from the athlete portal under Settings → Family; see Family accounts.

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Archiving products

Products don’t have an Active/Inactive toggle like schedulers. Instead, you control visibility by where you add products, and use Archive to completely disable a product. To archive a product:
  1. Go to Payments → Products
  2. Click on the product row
  3. Select Archive Product
What archiving does:
  • Disables the ability to purchase the product — it can’t be bought anywhere
  • Does NOT remove the product from the Athlete Portal or other places it’s listed — remove it manually from any pages if you want to hide it
  • Preserves all data and transaction history
  • Doesn’t affect existing subscriptions or credits
  • Can be reversed by unarchiving
Set up now, launch later: You don’t need to archive products to hide them. Products are invisible to athletes until you add them to the Athlete Portal, attach them to schedulers/forms, or share the direct link. See Products Overview for the full visibility model.