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 | Billed session, not collected |
| Paid | Amount received (cash, transfer, Stripe…) |
| Refunded | Client refunded |
| Cancelled | Payment cancelled with the session |
Defined per session (meta _joolwebsp_payment_status).
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.
Pricing and bundles
- Each session can have a unit price
- A bundle defines a total price spread across generated sessions
- Changing a session price does not retroactively affect the parent bundle
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
See also
- Client profile (admin)
- Plan and manage sessions
- Payments and Stripe