Create and sell a package

Updated 5 October 2026

A package is a set number of sessions for one price. New packages start as drafts, so you can check them before anyone can buy.

Go to Packages and open the Packages tab.
Under New package, fill in Package name, Description, Coaching format, Session Type, Occurrence count, Occurrence cadence, Price and Currency.
If you like, tick Allow in-person payment and choose a Contract to send after purchase (optional).
To let clients spread the cost, tick Allow instalments and choose from 2 to 12 under Number of monthly payments. The client pays the full price in equal monthly amounts through the checkout page, gets a receipt for each one, and the plan stops by itself after the last payment.
Press Save package (draft).
In the list, press Publish (make checkout link live).

Ways a client can buy

From your coach profile. Published packages are the ones your coach profile lists. When the profile shows prices, a client presses View package, then Continue to secure payment →, and pays by card on Stripe's page. This needs Stripe connected.
From a personal invite. Open the client, go to the Billing & Contracts tab and find Proposal. Choose the package under Send a package, add a Personal note (optional) and press Send invite. The client is emailed a link that works for 30 days, and you can Revoke it before then. The client needs an email address on their profile. If the package allows in-person payment, the invite page also offers I'll pay in person.
Paid in person, no invite. Under Payments on the same tab, use Record a walk-in payment, check the amount and press Record payment.

What happens after payment

For a card payment, Coachstra marks the purchase paid and you get a "Payment received" notification. If the paying email is new to you, a client is created for it; either way the client is set to Active. The client is emailed a receipt with a link to book their first session. If you chose a contract, it's sent to them to sign.

When a client picks I'll pay in person, the purchase shows awaiting confirmation. Once you have the money, press Confirm received. Coachstra then sends the receipt and any contract.