Manage subscriptions, one-time payments, and products for this client. View payment history, create payment requests, and track billing status.
Create and manage recurring billing with monthly or weekly intervals.
Send payment requests for individual sessions, products, or custom amounts.
Full transaction log with dates, amounts, and status for every payment.
At the top of the payments tab you'll see any active subscriptions for this client. Each subscription card shows the plan name, price, billing cycle, next payment date, and a button to cancel or modify it.
Screenshot: Client payments tab
Show: active subscription card with plan name, price, billing cycle, next payment date, and cancel button; payment history table below with dates, amounts, and status badges
public/docs/client-profile-payments.png
Set up recurring billing by creating a subscription for your client. Pick from your product catalog or enter a custom amount. The client receives a payment link and billing starts automatically.
Recurring Subscription
Set up monthly or weekly billing that charges automatically. Ideal for ongoing coaching packages.
One-Time Payment
Send a single payment request for a specific amount. Great for individual sessions or product purchases.
Screenshot: Create subscription dialog
Show: modal with product selector, price field, billing interval (monthly/weekly), trial period toggle, and Create Subscription button
public/docs/client-create-subscription.png
Need to collect a one-off payment? Send a payment request with an amount and description. It shows up in the client's chat as an interactive card they can tap to pay. You get notified the moment they complete the payment.
Screenshot: Send payment request
Show: payment request form with amount, description, due date fields; preview of how the payment link appears in the client chat
public/docs/client-payment-request.png
The bottom of the tab shows a complete log of every transaction with this client — subscription payments, one-time charges, refunds, and failed attempts. Each row shows the date, amount, description, and status.
Paid
Payment was successfully processed and the funds are on their way to your Stripe account.
Pending
The payment request has been sent but the client hasn't completed it yet.
Failed
The payment attempt was declined. You may need to ask the client to update their payment method.
All payments are processed through Stripe. You need to connect your Stripe account in Settings before you can accept payments.
