> ## 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.

# Product Builder: Complete Reference

> Field-by-field guide to every option in the CoachIQ Product Builder

<Info>
  **Where to find this**: Payments → Products → + Create Product (or click existing product to edit)
</Info>

## Product Builder overview

The Product Builder has 7 sections. Only Section 1 is required. Configure additional sections based on your needs.

<Frame>
  <img src="https://mintcdn.com/coachiq/cc0mWFFR_ooidW89/images/product-builder.png?fit=max&auto=format&n=cc0mWFFR_ooidW89&q=85&s=ea4ed33399a1cd700f7ee3d0055902e4" alt="CoachIQ Product Builder interface showing all configuration sections" width="4112" height="2764" data-path="images/product-builder.png" />
</Frame>

## Section 1: Product Details

**Required section** - Every product needs at minimum a name and price.

<AccordionGroup>
  <Accordion title="Product Name">
    **Required**

    The 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 characters

    **Examples:**

    * "Individual Training Session"
    * "Monthly Unlimited Membership"
    * "10-Session Package - Youth Development"
  </Accordion>

  <Accordion title="Price">
    **Required**

    Dollar 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

    <Warning>
      Double-check your price before publishing. $5.00 vs $50.00 mistakes are common.
    </Warning>
  </Accordion>

  <Accordion title="Description">
    **Optional**

    Explain 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."
  </Accordion>

  <Accordion title="Features">
    **Optional**

    Bullet point list highlighting product benefits.

    **Appears:** Below description on checkout page

    **Best 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
  </Accordion>

  <Accordion title="Product Type">
    **Subscription or One Time Product**

    **Subscription:** Charges client on a recurring basis once product is purchased

    **One Time Product:** Charges client once per purchase
  </Accordion>
</AccordionGroup>

## Section 2: Payment Options

Configure pricing frequency and processing fees.

<AccordionGroup>
  <Accordion title="Price">
    **All product types**

    Set or modify the product price. Same as Section 1 price field.
  </Accordion>

  <Accordion title="Payment Frequency">
    **Subscription products only**

    Define 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

    <Tip>
      Monthly billing creates the most predictable recurring revenue and is easiest for clients to commit to.
    </Tip>
  </Accordion>

  <Accordion title="Processing Fee">
    **All product types**

    Configure who pays Stripe's transaction fees (2.9% + \$0.30 in US).

    **Options:**

    **You absorb the fee** (default)

    * Client pays product price
    * You receive product price minus Stripe fees
    * Example: $50 product = $48.05 to you

    **Client pays the fee**

    * Stripe fee added as separate line item at checkout
    * You receive full product price
    * Example: $50 product + $1.76 fee = \$51.76 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

    <Warning>
      Some states restrict credit card surcharges. Check local regulations before passing fees to clients.
    </Warning>
  </Accordion>

  <Accordion title="Add an initial down payment">
    **Subscription products only**

    Charge 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

    <Tip>
      Example: $50 setup fee + $200/month recurring. The client pays $250 on day one, then $200 each month after.
    </Tip>
  </Accordion>

  <Accordion title="Enable access codes">
    **All product types**

    Toggle ON to allow clients to redeem access codes at checkout to unlock this product. Configure the actual codes in [Section 7: Access Codes](#section-7-access-codes).
  </Accordion>

  <Accordion title="Subscription length">
    **Subscription products only**

    Define 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.

    <Tip>
      Use "End after billing cycles" for finite training packages sold as subscriptions, such as a 12-week program billed monthly.
    </Tip>
  </Accordion>

  <Accordion title="Schedule charges for later">
    **All product types**

    Collect 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

    <Tip>
      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.
    </Tip>
  </Accordion>

  <Accordion title="Enable free trial">
    **All product types**

    Give 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](/people/client-profiles/client-profiles-subscriptions).
  </Accordion>

  <Accordion title="Show payment methods (collect a card on file)">
    **Free (\$0.00) products**

    When 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
  </Accordion>
</AccordionGroup>

## Section 3: Credits

Configure session credits issued with purchase.

<AccordionGroup>
  <Accordion title="Add credits once purchased">
    **Toggle ON or OFF**

    Turn this on to issue credits when clients purchase this product.

    **OFF (default):** Product is payment-only. No credits issued.

    **ON:** Product issues specified number of credits to client's account.

    <Note>
      Credits require additional configuration in Schedule → Schedulers. [Learn about credits →](/scheduling/credit-system-overview)
    </Note>
  </Accordion>

  <Accordion title="Number of credits">
    **Appears when credits are ON**

    How many credits to issue per purchase or billing period.

    **Examples:**

    * 1 credit for single session products
    * 10 credits for multi-session packages
    * 4 credits per month for subscriptions
    * ∞ credits for "unlimited" access

    <Tip>
      For unlimited monthly memberships, set credits to 999. Functionally unlimited for most coaches.
    </Tip>
  </Accordion>

  <Accordion title="Credit expiration">
    **Appears when credits are ON**

    When credits expire and become unusable.

    **Options:**

    **Days since purchase (One Time product only)**

    * 30 days
    * 60 days
    * 90 days
    * 120 days
    * Custom number of days

    **Specific date (One Time Product Only)**

    * Calendar picker
    * Set exact expiration (e.g., end of season)

    **Don't expire (One Time Product Only)**

    * Master Credits (never expire)
    * Client keeps credits indefinitely

    **Carry Over Unsed Credits (Subscription Product Only)**

    * Credits carry over from one billing cycle to the next

    **Subscription expiration (Subscription Product Only)**

    * Credits expire when subscription cancels
    * New credits issued each billing period
  </Accordion>
</AccordionGroup>

## Section 4: Usage Limits

Restrict where credits can be redeemed.

<AccordionGroup>
  <Accordion title="Which schedulers accept these credits">
    **Appears when credits are ON**

    Select specific schedulers that accept this product's credits.

    **Universal Credits (default):** Leave blank or select all. Credits work for any scheduler.

    **Restricted Credits:** Select specific schedulers only.

    **Examples:**

    * "Youth Package" credits → Only youth training schedulers
    * "Pitching Credits" → Only pitching lesson scheduler
    * "Group Session Package" → Only group class schedulers

    <Tip>
      Use restricted credits to create specialized packages that don't accidentally get used for wrong session types.
    </Tip>
  </Accordion>

  <Accordion title="Limit credits per scheduler per billing cycle">
    **Advanced feature**

    Override how many credits can be used per billing cycle for a partcular scheduler

    **Example:**

    * Product awards client 8 credits
      * 4 credits can be used for a "Group Training" Scheduler
      * 4 credits can be used for a "Private Training" Scheduler
  </Accordion>
</AccordionGroup>

## Section 5: Confirmation Page

Where clients go after successful purchase.

<Tabs>
  <Tab title="Athlete Portal">
    **Default option**

    Redirect to client's Athlete Portal after purchase.

    **Client sees:**

    * Purchase confirmation
    * Home page of the athlete portal

    **Best for:** Most products, especially session bookings
  </Tab>

  <Tab title="Thank You Page">
    **Custom message option**

    Display a thank you message.

    **Best for:** If you have no next steps after a person purchases a product.
  </Tab>

  <Tab title="Custom URL">
    **External redirect**

    Send clients to any URL after purchase.

    **Enter:** Full URL ([https://yourwebsite.com/thank-you](https://yourwebsite.com/thank-you))

    **Best for:** Redirecting to your website, external platform, or custom landing page

    <Warning>
      Ensure the URL is correct. Broken links create poor purchase experience.
    </Warning>
  </Tab>
</Tabs>

## Section 6: Advanced Settings

Special configurations for specific business needs.

<AccordionGroup>
  <Accordion title="Guest checkout">
    **Allow purchase without account**

    **OFF (default):** Client must create CoachIQ account to purchase

    **ON:** Client can checkout as guest with just email and payment info

    **When to enable:**

    * Selling merchandise to non-clients
    * One-time workshop registration
    * Public events open to anyone

    **When to keep OFF:**

    * Session bookings (need account to schedule)
    * Memberships (need account to access)
    * Programs (need account for content)

    <Note>
      Guest checkouts don't create client profiles. Use for one-off sales to people who won't need ongoing access.
    </Note>
  </Accordion>

  <Accordion title="Revenue sharing">
    **Split revenue with partners**

    Automatically 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

    <Warning>
      Revenue sharing requires the partner to have their own Stripe Connect account. Setup is technical—contact support for implementation help.
    </Warning>
  </Accordion>

  <Accordion title="Terms and conditions">
    **Require terms acceptance**

    **OFF (default):** No terms required at checkout

    **ON:** 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)

    <Frame>
      <img src="https://mintcdn.com/coachiq/kUdCIxI48eUHNfIE/images/payments-terms-product-builder-settings.png?fit=max&auto=format&n=kUdCIxI48eUHNfIE&q=85&s=4d652b499ac7d48359b57f0822ec859a" alt="Product builder terms settings" width="2880" height="1800" data-path="images/payments-terms-product-builder-settings.png" />
    </Frame>

    **Common uses:**

    * Cancellation and refund policies
    * Liability waivers
    * No-show policies
    * Service agreements

    [Full guide to checkout terms & waivers →](/payments/checkout-terms-waivers)
  </Accordion>
</AccordionGroup>

## Section 7: Access Codes

<AccordionGroup>
  <Accordion title="Add 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

    <Tip>
      Use descriptive codes so you can identify their purpose (CORP-IBM-2025 vs CODE123).
    </Tip>
  </Accordion>

  <Accordion title="Redemption limits">
    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 code

    **Example:** Create PARTNER2025 code with 50 redemption limit for corporate partnership
  </Accordion>

  <Accordion title="View usage stats">
    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.
  </Accordion>

  <Accordion title="Delete codes">
    Remove codes that are no longer needed.

    **Deleted codes:**

    * Can't be redeemed by new clients
    * Still show in past transaction history

    <Warning>
      Deleting a code doesn't affect purchases already made with that code. It only prevents future redemptions.
    </Warning>
  </Accordion>
</AccordionGroup>

## 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

<Note>
  **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](/payments/product-overview) for the full visibility model.
</Note>

## Related articles

* [Product Types Explained](/payments/product-types)
* [Credits & Products](/payments/credits-products)
* [Products Overview](/payments/product-overview) - Understand product visibility and archiving