Choose Payment Options (Coach Portal)
Client payment settings and card processing
Aaron Remorenko
Last Update há 6 meses
Video Tutorial
Step-by-step instructions
- From the main menu on the left, navigate to Settings -> Payments -> Client Payment Options
- This menu allows you to set the payment options that are available to your Clients when they book services with you
- Note: if you are booking appointments on behalf of your Clients, you can use any payment option regardless of these settings; these settings only control the payment options available to your Clients when they book
- Your payment options are:
- Pay later
- When you select this option, your Clients book services without providing payment
- Orders by Clients using this method will be marked as "Unpaid" in the Order Report
- To track payments made by Clients by cash, check, Venmo, Zelle, etc., you will need to manually update each Order to "Paid"
- Pay using credit card
- When you select this option, Clients must pay for their order at the time they book a service using a card
- To accept cards, you will need to add your Square account to CoachFirst (the guide for adding your Square account can be found here)
- Client orders made with a card are automatically noted as "Paid" in the Order Report, and details about the payment (including a link to the Square receipt) are included in the Order Detail
- You also have the ability to refund card payments made by clients
- Note: to enjoy access to all of CoachFirst's features with no monthly subscription, you need to add Square to your account and process at least one card transaction. To learn more, please visit our pricing page here.
- Both
- This option gives your clients the option to pay using a card or book your services with the "pay later" option.
- When you select this option, the payment options appear like this:
- Once you have made your selection, press the "Save" button
Interested to see all of the ways CoachFirst can help you automate your business and get closer to your clients? Explore the Knowledge Base or reach out to us to find even more ways to take control of your business!