*Please note - Even though the finances in this section are displayed in GBP(£), the user guide applies to the EU & USA also.*
Not only does Coacha make taking weekly, monthly and yearly subscriptions a doddle, it also enables you to take one-off payments for things like Christmas parties/uniform payments in just a couple of clicks.
To get started, first make sure that you have linked Coacha to your Stripe account. Then head over to ‘Money’ and ‘New Payment’ through the central navigation.
Select the “New One-Off Payment” tab.
Firstly, tick the payment provider you’re planning on using. Please note, initially after V3 launches, you will only be able to take one-off payments via Stripe.
Once the GoCardles one-off payment functionality is launched, see here for a comparison of Stripe & GoCardless’ features.
To send to an individual member, search for their name and click ‘Add Member’.
To add a class, click the 'Select a Class' drop down, select the class and click 'Add Class'.
To add a Member Group, click the 'Select a Member Group' drop down, select the Member Group and click 'Add Member Group'.
To send to everyone in the club, tick 'Send to Everyone'
Type a reference to refer to.
Enter the payment amount.
To take the payment there and then, click ‘Pay Now’ (for singular payment requests), read over the summary and then click ‘Pay’.
Please note, when GoCardless is launched, if you’re taking a one-off payment for a member who isn’t already attached to a subscription, the system will prompt you to set up a ‘direct debit agreement’. Please note that this is a one-off payment and will not recur.
Enter the member’s card details then click ‘Pay’.
To send a payment request to the member’s email instead, click ‘Send request’.
The member can then head to their email or the Member Portal (if they have a login) to complete the payment request.