Awkward payment conversations can stall even the best client relationships. But seamlessly accepting credit card payments through integrated software keeps cash flowing on time so you can focus on coaching, not invoicing. Here’s how leveraging a client management platform leads to faster, frustration-free payments.
Client Booking and Payment in One Flow
When new clients agree to work with you, ClientFol.io will let you select from a list of your coaching packages with payment plans that can be built directly into the messaging flow rather than an afterthought. The software automates installment schedules over the engagement term. Clients provide card details once for future ease.
Invoice Payment Reminders
For one-off invoice payments, branded email reminders through your software platform gently nudge clients to pay on time. With a click, clients access their account dashboard to view any outstanding dues and settle up instantly. No more monthly invoice catch-up.
Pay Now Buttons
Every invoice, billing notification, and even automated appointment reminder can include a prominent “Pay Now” button linking directly to quick online payment.
Reducing friction increases on-time payments. Using the ClientPortal for all your client notes, communication, goal tracking, and accountability question management, your clients can even pay their invoices directly from that system.
Recurring Billing Made Easy
For ongoing coaching programs, automatically charge client cards on file according to the recurring schedule you preset—monthly, quarterly, or annually. Subscription payments process smoothly in the background without your involvement. You decide with your client on the amount, the number of payments, and the duration of the program.
PCI Compliant Security
Your payment data stays safe with top providers like Stripe securely powering transactions behind the scenes. Keeping sensitive information off your own systems also reduces compliance requirements.
Payment Status Insights
Review at a glance metrics on paid and unpaid invoices across your entire client base. Easily follow up on any outstanding balances. Understanding payment patterns helps forecast cash flow.
Accepting seamless online payments using integrated software eliminates invoicing anxiety. You get paid faster with less hassle, while clients appreciate transparency and convenience. It’s win-win for the coaching relationship when payments fade into the background.