Products Overview

Understand the three product types in CoachIQ and how to use them to monetize your coaching business

Where to find this: Payments → Products

What products are

Products are anything you sell through CoachIQ:

• Session bookings
• Monthly memberships
• Training programs
• Access codes for partners
• Digital content
• Workshops and camps

Each product defines what clients buy, how much they pay, and what they receive.

Three product types

One-Time

Single purchase

Sessions, workshops, evaluations, camps

Client pays once → Receives access immediately

Subscription

Recurring billing

Monthly memberships, training packages

Client pays monthly → Receives credits or access automatically

Access Code

Code redemption

Partner codes, promo codes, team discounts

Client enters code → Discount applied or free access granted

Product type comparison

Feature	One-Time	Subscription	Access Code
Payment	Single charge	Recurring billing	Single charge (can be $0)
Use case	Sessions, camps, workshops	Memberships, monthly training	Partnerships, promos, team discounts
Credits	Optional	Optional (renews each period)	Optional
Trial period	No	Yes	No
Code required	No	No	Yes
Renewal	Never	Automatic	Never

The Products page

Navigate to Payments → Products to see all your products.

What you see:

• Product name
• Type (One-Time, Subscription, Access Code)
• Price
• Date created
• Status indicator

What you can do:

• Search by product name
• Filter by type
• Sort by date or price
• Edit existing products
• Archive old products
• Create new products

Click any product name to open the Product Builder and see full details or make changes.

When to use each type

One-Time Products

Best for single purchases

Examples:

• Individual training sessions
• Skills assessments or evaluations
• One-time workshops
• Summer camps
• Merchandise or equipment
• Program access (one-time fee)

Client pays once and receives immediate access to what they purchased.

Subscription Products

Best for recurring revenue

Examples:

• Monthly unlimited training
• Weekly session packages (4 credits/month)
• Facility membership
• Program access (monthly fee)
• Ongoing coaching packages

Client’s card charges automatically each month. They receive credits or maintain access as long as subscription is active.

Subscriptions create predictable recurring revenue and reduce manual billing work.

Access Code Products

Best for special access

Examples:

• Corporate partnership codes
• Sponsor/donor free access
• Team discount codes
• Referral program offers
• Promotional campaigns

Client enters a code during checkout. Discount applies or access is granted for free.

Access codes can have redemption limits. Track usage to ensure codes aren’t overused.

How products connect to your business

Products attach to three places in CoachIQ:

Session Schedulers → Clients book time slots and pay with products

• Schedule → Schedulers → [Select Scheduler] → Payment Settings

Programs → Clients purchase access to locked content

• Content → Programs → [Select Program] → Paywall Settings

Forms → Clients submit forms with payment

• Tools → Forms → Form Builder → Add Product

One product can attach to multiple schedulers, programs, or forms. Reuse products across your offerings.

Creating your first product

Ready to build a product?

1. Go to Products page

   Click Payments → Products in left sidebar

2. Click Create Product

   Blue + Create Product button in top right

3. Choose product type

   Select One-Time, Subscription, or Access Code

4. Fill out Product Builder

   Complete required fields (name and price minimum)

5. Save

   Save immediately

Full product creation guide →

Product visibility: Where athletes can find products

Products don’t automatically appear to athletes. You control visibility by choosing where to add them:

Athlete Portal Products Page

Add products to sections in App Builder → Products. Athletes see them when browsing your portal (web only—not visible on iOS/Android apps).

Direct Product Link

Every product has a shareable checkout URL. Athletes can only access it if you share the link with them.

Attached to Scheduler

Connect products as payment options in Schedule → Schedulers → Payment Settings. Athletes see them when booking sessions.

Attached to Form

Add products to forms in Tools → Forms. Athletes see them when submitting the form.

Key insight: A product you create but don’t add anywhere is effectively hidden. Athletes can’t discover it unless you explicitly place it in one of these locations or share its direct link.

Setting up products before launch

Want to create products now but launch them later? Here’s the recommended workflow:

1. Create your product

   Build the product with all settings configured in Payments → Products → + Create.

2. Don't add it anywhere yet

   • Don’t add to Athlete Portal Products page
   • Don’t attach to any schedulers
   • Don’t attach to any forms
   • Don’t share the direct link
3. Launch when ready

   When you’re ready to go live, add the product to wherever you want athletes to find it.

No “draft mode” needed: Products are invisible to athletes until you actively place them somewhere. You can take your time configuring everything before launch.

Archiving products

Archive products you no longer want to sell. Archiving completely disables a product—it can’t be purchased anywhere, including via direct link.

1. Go to Products page

   Navigate to Payments → Products.

2. Find the product

   Click on the product row to open the action menu.

   
3. Select Archive Product

   Click Archive Product to disable it.

What happens when you archive:

• Product can’t be purchased anywhere (portal, schedulers, forms, direct links)
• Existing subscriptions and credits are not affected
• Transaction history and data remain intact
• Product moves to the “Archived” filter view
• You can unarchive later to re-enable the product

Archive vs. not adding anywhere: If you just want to hide a product temporarily, don’t add it anywhere (or remove it from where it’s displayed). Use Archive when you want to completely disable a product so it can’t be purchased even if someone has the direct link.

Viewing and restoring archived products

To see archived products, use the status filter dropdown on the Products page:

• Active: Products available for purchase
• Archived: Disabled products
• All: Both active and archived

To restore an archived product, view the archived product and select the option to unarchive it.

What you need to know about products

Stripe syncs automatically: Products you create in CoachIQ appear in your Stripe dashboard. Products in Stripe appear in CoachIQ.

Clients see product details: Whatever you enter (name, description, features) displays during checkout. Write for your clients.

Credits are optional: Not every product needs to issue credits. Many coaches use products for payment only.

Processing fees: You choose whether to absorb Stripe fees (2.9% + $0.30) or pass them to clients.

Changes affect new purchases only: Editing a product doesn’t change existing transactions or active subscriptions.

Next steps

1. Getting Started - Learn how CoachIQ Payments works and how money flows from your clients to your bank account
2. Connect Stripe - Create and connect your Stripe account to start collecting payments
3. Product Builder reference - Complete field-by-field documentation