How to Move a Client to a Different Product in Stripe
Overview: If a client needs to be switched from one subscription product to another (e.g., upgrading or changing plans), this is managed directly in Stripe — not inside Coach Catalyst.
Step 1: Navigate to the Client in Stripe
Log in to your Stripe Dashboard
In the top-left corner, use the dropdown to make sure you're in the correct Coach Catalyst managed part of the account
Go to Customers and search for the client by email or name
Open their customer profile
Step 2: Update the Subscription
On the customer profile, locate their current subscription
Click into the subscription, then select Update subscription
Add the new product to the subscription (it should appear in the product search)
Keep the billing date the same where possible, so the switchover timing is clear and predictable
Remove or cancel the old product/price from the subscription as needed
Tip: Updating the subscription (rather than canceling and creating a new one) preserves the client's existing payment details — no need to send them a new checkout link.
Step 3: Confirm the Change
Stripe may send the client an automated email notifying them that their subscription has been updated. This depends on your Stripe notification settings.
If you'd prefer the client not receive a notification, review your email settings in Stripe before making the change.
⚠️ Important Notes
Do not use this method if you want the client to go through the checkout flow again (e.g., to collect updated payment info). In that case, send them the new product link from Coach Catalyst and have them complete the checkout process.
Any changes to subscriptions - including product switches - must be done on the Stripe side. Coach Catalyst does not have tools to modify existing subscriptions directly.
📎 Stripe Reference
For more detail on how subscription updates work, including proration and billing behavior, see Stripe's official guide: 👉 Modify subscriptions – Stripe Documentation
Still have questions? Reach out to our support team and let us know the specific use case — we're happy to point you in the right direction.