The payment feature in Coach Catalyst was created to make it easy for you, the coach, to collect money from your clients.
To get started with Payments, you will need to select the wallet icon in the left toolbar.
Items you need to connect to Stripe
A few items you may need to get this integration going include your:
• Social Security Number
• EIN (if you are a business)
• Bank Information:
Routing Number
Account Number
• Photo ID (to upload to Stripe)
To connect Stripe:
1. Click Add Product button
2. Click Connect Stripe
3. Login to your Stripe account
Go Through All of the Pages to Connect
Once you have clicked the Get Started Earning Money Today Button and have been taken to the next page you will need to enter your email address. There are a few pages of details you will need to go through to finalize the connection.
You may log in to stripe or create an account.
Enter your phone number then complete the verification.
Complete the information about your business
Verify your personal details
Share your professional details (your website & a description)
Connect your banking information.
Add public details for customers. (This information may be visible in payment statements, invoices, and receipts.)
You will then get brought back to the Coach Catalyst Payments page, but you will need to finish the stripe connection.
If you see this page, you will need to finish the connection in Stripe:
Completing the Stripe Integration
When you are in stripe you will need to select Action Required to complete the connection. This will lead you to any information you did not complete in the initial connection, along with where you will add/ upload an image of your photo ID.
*Note: this can take between 10-60 minutes to show up in Stripe so if you don't see it right away, keep checking back every few minutes.
Once your connection is completed, you will be able to start creating products to sell to clients.
Fees Associated with Payments
The fees in Coach Catalyst to use the Stripe integration are 3.99% + $.30
Next article: Set up a Product