Client payments let you send offers and collect payments through Superset using Stripe. Before creating payment plans, make sure your Stripe account is connected.
Follow these steps
Go to Payments → Settings and confirm your Stripe account is connected.
To create a reusable payment plan, go to Plans in the sidebar.
Click + Create new.
Add the name, pricing, type, interval, and memo.
Click Create plan.
To assign a plan to a client, go to Clients → Client.
Scroll down to Offers and click the + button.
Choose an existing plan template, or create a new one from this screen.
Select the billing date and add a billing email if needed.
Click Add plan.
💡 Tip: Want 0% coach fees? You can switch this anytime under Payments → Settings → Client transactions
Create a payment offer from the mobile app
Open the Superset app and switch to Coach Mode.
Go to Clients and select the client.
Tap Create a payment offer.
Choose the offer type, set the price, and optionally add a name.
Copy the link and share it with your client.
Notes & best practices
You can edit or archive payment plans from the Plans page.
If you create a new plan from the client profile, the setup steps are the same.
Billing email sends the payment link to a different payer, but does not change the client’s login email.
If no billing email is added, the payment link goes to the client’s main email.
Clients can pay their offers from their profile.
FAQ
Where do I create payment plans now?
Where do I create payment plans now?
Go to Plans in the sidebar and click + Create new.
Can I create a plan from the client profile?
Can I create a plan from the client profile?
Yes. Go to Clients → Client → Offers and click +.
What is the billing email for?
What is the billing email for?
It sends the payment link to someone other than the client, like a parent or admin.
Can clients pay from the mobile app?
Can clients pay from the mobile app?
Clients can access and pay offers from their profile.