Coaches
Finances and manual payments
Financial tracking is included in the free version. You manually record what is paid, pending, or refunded — without Stripe.
With the Premium add-on + Stripe, status can also automatically change to Paid after online payment.
Payment statuses
| Status | Usage |
|---|---|
| Pending | Not collected |
| Partial | Fixed bundle price: part of the pack has been collected |
| Paid | Amount received (cash, transfer, Stripe…) |
| Refunded | Client refunded |
| Cancelled | Payment cancelled |
Where to view and edit
| Location | Content |
|---|---|
| Session edit (admin) | Payment status field + price |
| Client profile → Overview | Editable badges on session cards |
| Client profile → Finances | KPIs, chart, full list |
| Session modal (front) | Quick status change |
| Admin dashboard | Pending amount alerts (today) |
Finances tab (client profile)
KPIs
- Total billed
- Pending amount
- Paid amount
- Number of billable sessions
Chart
Visual breakdown (donut) of statuses — useful in client meetings.
Card list
Each session with:
- Date, title, amount
- Payment status badge (clickable / editable)
- Filters to refine the list
Overview KPIs (e.g. pending) sync after modification.
Prices and bundles
Two modes, locked when the bundle is created (see Bundles and models):
| On screen | Meaning |
|---|---|
| Fixed bundle price | One price for the whole pack. Payment is tracked on the bundle. Linked sessions have no per-session price / payment. Default for new bundles. |
| Price per session | Legacy: each session has its own price and payment status. |
On Fixed bundle price:
- Bundle admin page: payment log (date, amount, note) + remaining balance
- Status Partial until the balance is cleared, then Paid
- Marking Paid in one go records the remainder as a “Balance” installment
- Changing a session price has no effect (no per-session price in this mode)
On Price per session: each session has a unit price; changing it does not update the parent bundle retroactively.
Best practices
Enter the price when creating a session
Mark as Paid as soon as collected — totals stay reliable
Use the Finances tab in review meetings
In Premium, verify the Stripe webhook for auto sync