Guest Checkout

Allow clients to purchase products without creating a CoachIQ account

Where to find this: Product Builder → Section 6 (Advanced Settings) → Guest Checkout

What guest checkout is

Guest checkout lets people buy products with just email and payment info - no account creation required.

With guest checkout enabled:

• Client enters email
• Client enters payment details
• Purchase completes
• No password or profile created

With guest checkout disabled (default):

• Client must create CoachIQ account
• Account required before checkout
• Client gets Athlete Portal access

When to enable guest checkout

Enable for

Products that don’t require ongoing access:

✅ Merchandise or equipment sales

• T-shirts, gear, supplements
• One-time physical products
• No need for portal access

✅ One-time workshops or events

• Single-session clinics
• Drop-in classes
• Public seminars

✅ Non-client purchases

• Community members
• One-time visitors
• People who won’t book again

✅ Gift purchases

• Someone buying for another person
• No need for buyer to have account

Enable guest checkout when you’re selling to general public, not just your established client base.

Keep disabled for

Products requiring account access:

❌ Session bookings

• Clients need account to view calendar
• Must schedule specific time slots
• Requires Athlete Portal access

❌ Subscriptions or memberships

• Ongoing access to portal
• Credit tracking over time
• Recurring billing management

❌ Program access

• Need account to view content
• Videos, documents, workouts
• Progress tracking

❌ Multi-session packages

• Credits require account
• Must book sessions over time
• Need to track usage

If product issues credits or grants program access, guest checkout won’t work properly. Guests can’t use credits or access portal content.

Enable guest checkout

1. Open Product Builder

   Go to Payments → Products and either:

   • Click + Create Product for new product
   • Click existing product to edit
2. Navigate to Advanced Settings

   Scroll to Section 6: Advanced Settings

3. Toggle guest checkout ON

   Find Guest Checkout toggle and switch to ON.

   
4. Save product

   Click Create.

   Guest checkout enabled. Clients can purchase without creating account.

What guests provide at checkout

Required information:

• Email address
• Name
• Payment method (credit card)

NOT required:

• Password
• Phone Number
• Account creation
• Profile setup

Minimal friction checkout. Faster for one-time buyers who don’t need ongoing access.

What guests receive

After purchase:

✅ Email receipt

• Payment confirmation
• Purchase details
• Transaction amount

✅ Product or access (if applicable)

• Event confirmation if workshop/clinic

❌ No Athlete Portal access

• Can’t log into CoachIQ
• Can’t view purchase history
• Can’t manage account

❌ No credits

• Even if product issues credits
• Credits require account to track and use

❌ No session booking

• Can’t schedule appointments
• Can’t view calendar

What you see

In your Transactions:

• Guest purchases appear normally
• Transaction recorded with email
• Payment processed successfully

In your client list:

• Guest does NOT appear as client
• No profile created
• Email captured but not as full client record

Guest transactions tracked for your records, but guest doesn’t become full client in your system.

Guest checkout flow

1. Guest selects product

   Guest finds product on your booking page or website.

   Clicks purchase or buy button.

2. Guest enters name & email

   Checkout form asks for email address.

   No “create password” field appears.

3. Guest enters payment

   Guest provides credit card details.

   Standard Stripe payment form.

4. Purchase completes

   Transaction processes immediately.

   Guest receives email receipt.

   Purchase complete. Guest paid, you received money, no account created

Guest vs. account checkout comparison

Feature	Guest Checkout	Account Checkout
Speed	Faster (email + payment)	Slower (create account)
Portal access	No	Yes
Purchase history	No	Yes
Session booking	No	Yes
Credits	No	Yes
Subscriptions	No	Yes
Programs	No	Yes
Best for	One-time sales	Ongoing services

Next steps

1. Product Builder - Complete Product Builder guide
2. Processing fees - Configure who pays Stripe fees

Related articles

• Processing Fees Configuration
• Revenue Sharing
• Learn about issuing refunds