Below is the full process for creating a service inside the coach app.
1. Navigate to Services
Open the Clients tab in the coach app.
Swipe across the tab bar to Services.
Tap Add New Service.
2. Basic Information
Here you’ll add the details your clients will see.
Service Name – What the service is called.
Description – Short explanation of what the service includes.
Service Thumbnail – Add an image (optional; may be coming soon).
Tap Next to continue.
3. Service Type & Pricing
Select how the service will be billed and configure the pricing.
Pricing Model
Choose from:
Subscription
One-time
Installment
Free
Earnings Overview
Shows what the client pays vs. your approximate earnings after processing fees.
Base Price
Enter the price of the service.
You can enable Include processing fee if you want Stripe fees passed onto the client.
Billing Starts
Choose when billing begins:
On purchase
Specific day of week
Future date
Delay of X days/weeks
Charge Every
Set the billing interval:
Days
Weeks
Months
Years
Optional:
Intro pricing
Setup fee
Tap Next.
4. Terms & Conditions
Enable or disable options based on how flexible your service is.
Allow clients to cancel
Off → clients cannot cancel in-app.
On → choose:
Anytime
After minimum term (define number of cycles)
Allow clients to pause
Off → no pausing.
On → choose:
Anytime
After minimum term
Set the maximum number of allowed pause cycles.
Offer refunds
Toggle on/off.
Additional terms
If enabled, type any custom terms the client must agree to.
Tap Next.
5. Welcome Email
This email is sent automatically after a client pays their first cycle.
You can:
Enable/disable the welcome email
Attach a file (PDF, onboarding document, etc.)
Add an email subject
Write your welcome message
Tap Next.
6. Review & Activate
On the final page, review all service details:
Service name
Pricing
Billing settings
Terms & conditions
Welcome email status
If everything is correct, toggle Active to make the service available to clients.
Tap Finish to create the service.