Configuring

• Setting Up Pricing Options

  How to create and manage pricing options for your coaching services — subscriptions, single payments, and deposits.Some readers

• Subscription Schedules

  How to set up multi-phase pricing — like charging for the first few months upfront, then moving clients onto a monthly subscription.Some readers

• Customizing Payment Pages

  How to customize the payment pages clients see when making payments.Few readers

• Promotion Codes

  Offer discounts to clients using Stripe promotion codes during checkout.Some readers

• Automatic Tax Calculation

  Automatically calculate and collect sales tax, VAT, and GST on client payments.Few readers

• Payment Methods

  How clients pay through Stripe.Some readers

Setup

• Connect Stripe

  Connect your Stripe account to Apotheo to accept payments from clients.Some readers

Managing Subscriptions

• Changing a Client's Product

  How to move a client to a different product or subscription option, such as monthly to quarterly or onto a new program, and how proration works.Few readers

• Changing a Billing Date

  How to change a client's paid-until date and handle proration.Few readers

• Pausing and Resuming Clients

  How to pause a client's subscription or prepaid plan and resume it later.Few readers

• Cancelling a Subscription

  How to cancel a client's subscription — immediately, at the end of the billing period, or on a custom date.Some readers

• Refunding a Client

  How to issue a full or partial refund for a client's payment.Few readers

• Payment Receipts

  How to view payment history and receipts for your clients.Few readers