---
{
  "title": "Coaches: packages, payments and earnings",
  "seo": {
    "description": "How coaches sell coaching and digital products, get paid, and handle client billing. Available on Pro and Studio, for Owners and Admins."
  },
  "sidebar": {
    "label": "Packages, payments and earnings"
  }
}
---

How coaches sell coaching and digital products, get paid, and handle client
billing. Available on Pro and Studio, for Owners and Admins.

## How payments work

- Clients pay the coach, not Straton. The coach is the seller and the merchant
  of record.
- Payments run through the coach's own **Stripe** account, connected to Straton.
- Stripe handles card processing, identity checks and payouts to the coach's
  bank.
- Straton takes a platform fee from each payment:

  | Plan | Platform fee |
  | --- | --- |
  | Pro | 1.5% |
  | Studio | 0% |

  Stripe's own processing fee applies on top, on every plan.
- A recurring client subscription keeps the fee that applied when it started.
  Changing plan affects new sales.
- Coaches are responsible for their own pricing, refunds, taxes and disputes
  with clients.

## Connecting Stripe

1. Go to **Integrations**.
2. On the Stripe card, click **Connect Stripe**.
3. Choose the country where your business is registered. This cannot be changed
   later.
4. Click **Continue to Stripe** and complete Stripe's setup.

| Status | Meaning |
| --- | --- |
| Not connected | No Stripe account yet |
| Onboarding | Setup started but not finished. Click **Resume onboarding** |
| Action required | Stripe needs more information from you |
| Connected | Ready to take payments |

- "Stripe doesn't support that country yet" means Stripe cannot open an account
  there, so payments are not available for that business.
- The card menu has **Refresh status**, **Open Stripe** and **Disconnect
  Stripe**.
- If the fee shown on the Stripe card looks different from the table above, the
  table is what applies at checkout.

### Disconnecting Stripe

- Cancel every active client subscription first, from each client's **Payments**
  tab. Otherwise the dialog shows "Active subscriptions found".
- Disconnecting archives all coaching packages and deletes the Stripe account
  that was created for Straton. This cannot be undone.
- Refund any past charges you need to before disconnecting.

## Packages

**Products > Packages** lists your coaching offers. Create buttons stay disabled
until Stripe is connected.

### Creating a package

Click **New package**.

| Field | Rules |
| --- | --- |
| Cover image | Square works best |
| Name | Required, up to 120 characters |
| Public URL slug | Required. Filled in from the name |
| Description | Up to 2,000 characters |
| Benefits | Up to 20, each up to 160 characters |
| Default coach | Required. The team member who coaches buyers of this package |
| Billing | One-time, Weekly or Monthly |
| Currency | 31 currencies, including USD, EUR, GBP, CAD and AUD |
| Price | Must be more than 0 |
| Trial days | Recurring only. 1 to 365 |
| Initial fee | Recurring only. A one-off charge at the start |
| Billing cycles | Recurring only. 1 to 520. Leave blank to bill until cancelled |
| Spots | Leave blank for unlimited. The package shows as sold out when active clients reach this number |
| Visible | Listed on your public page |
| Active | Buyers can check out |
| Instant access | Sends the app invitation as soon as payment lands |

Each package has one price.

### Managing packages

- **Copy link** copies the package's public page.
- **Visible** and **Active** can be switched from the list.
- **Archive** hides the package and stops new purchases. Existing subscriptions
  continue.
- **Pricing is locked once a package has active subscribers.** To change the
  price, archive the package and create a new one.

### What buyers see

The package page shows your branding, description, benefits, price, any trial or
initial fee, and how many spots are left.

- If the package belongs to a published
  [Client Onboarding](/coaches/client-onboarding), the button reads **Get started
  now** and the buyer answers your questions first. Payment comes at the end.
- Otherwise the buyer enters their name, email and an optional coupon code, then
  **Continue to Stripe**.

Messages a buyer may see:

| Message | Meaning |
| --- | --- |
| This package is sold out | All spots are taken |
| This coach cannot accept payments right now | The coach's Stripe account is not ready |
| This package is temporarily unavailable | The package's default coach is not active |
| You already have an active subscription for this package | Manage or cancel the existing one first |
| Finalizing your payment | Stripe is confirming. Usually a few seconds. **Check again** refreshes |

## Coupons

**Products > Coupons > New coupon**.

| Field | Rules |
| --- | --- |
| Name | Up to 120 characters |
| Code | 2 to 40 characters. Letters, numbers, hyphens and underscores. Or click **Generate code** |
| Discount | Percentage (1 to 100) or a fixed amount in a chosen currency |
| Duration | First payment only, or multiple months (1 to 36) |
| Redemption limit | Blank for unlimited |
| Expiry | Blank for never |

- A 100% coupon makes checkout free, with no card needed.
- A fixed-amount coupon only works on packages in the same currency.
- Coupons cannot be deleted. Switch them off with the **Active** toggle.
- Coupons apply to coaching packages, not digital products.

## Digital products

**Products > Digital** sells files as a one-time purchase, for example a PDF
program or a guide.

1. Upload the files to **Resources** first.
2. Click **New digital product**.
3. Add a name, public URL, description, cover image, price, what's included, and
   select 1 to 20 files.
4. Publish it.

After paying, the buyer sees their downloads and is emailed a secure access link
so they can come back later. Buyers do not need a Straton account.

The **Sales** list for each product shows buyers and lets you resend the access
email, send a new access link or revoke access. Refunded or disputed purchases
lose access. Archiving a product stops new sales, and existing buyers keep their
downloads.

## A client's billing

Open a client's **Payments** tab to see their current subscription, subscription
history and payment history.

| Action | Result |
| --- | --- |
| Cancel at period end | The subscription stops at the end of the paid period |
| Cancel now | The subscription stops immediately |
| Invoice | Opens the receipt |
| Refund | Refunds a fixed amount or a percentage of a payment, through Stripe |

Refunding a payment does not cancel the subscription or change the client's
access.

### When a client's payment fails

- You get a notification and an email: "Client payment failed" or "Client
  payment needs attention".
- Stripe retries the payment on its own schedule.
- The client keeps their app access and content. Straton does not lock a client
  out. What happens next is the coach's decision.

When a subscription is cancelled you get "Client subscription canceled". The
client's access stays the same until the coach changes it.

### Refunds and disputes

Refunds for coaching are decided by the coach, under the coach's own refund
policy. Straton support cannot refund a client's payment to a coach. Disputes
and chargebacks are handled between the coach and Stripe.

## Earnings

**Earnings** shows:

- **Total revenue**, net of refunds.
- **Monthly recurring** revenue from active and trialing subscriptions.
- **Active subscriptions**.
- **One-time sales**.
- **Recent purchases**: the 200 most recent, with buyer, product, status and
  amount.

**Sync with Stripe** re-checks pending checkouts and invoices if something looks
out of date.

Payout dates, your balance and per-transaction fees are in Stripe. Click
**Stripe** or **Open Stripe** to open your Stripe dashboard.

Totals are shown in your Stripe account's default currency. If you sell in more
than one currency, rely on Stripe's reports for accurate totals.

## Taxes

Coaches are responsible for any sales tax, VAT or income tax on what they sell,
and for their own invoices to clients. Straton does not calculate or file tax on
client payments.

## Common questions

**Products isn't in my sidebar.**
It needs Pro or Studio and an Owner or Admin role.

**When do I get paid?**
Payouts are made by Stripe to your bank on Stripe's schedule. Check your Stripe
dashboard.

**A client wants to cancel.**
The client can do it themselves from **Profile > Billing > Manage in Stripe** in
the app, or you can cancel from their **Payments** tab.

**A client wants a refund.**
Refund the payment from the client's **Payments** tab. This is the coach's
decision.

**Can I offer monthly and yearly prices on one package?**
One price per package. Create a second package for the other option.

**Can I move an existing subscriber to a new price?**
Cancel their current subscription and have them buy the new package.
