Coach Catalyst

Getting Started with Payments

Here is how to create a product, set up a one-time or subscription payment, and set up the fulfillment options.

How to Set up a Product

How to share links with clients to purchase your products.

How to Sell Your Products

Manage client Payments

You have the ability to create discounts on products when you are running promotions.  You can have multiple discounts on each product

Creating Discounts on Products

How To Create Free Products

Learn how to update a client's subscription in Stripe to switch them from one product to another, without requiring them to go through checkout again.

How to Move a Client to a Different Product in Stripe

How to Set Up Your Stripe Customer Portal (and Share It in Coach Catalyst)

How to set up products, sell them to clients, and manage payments.

Payments

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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