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How to Migrate to TrueCoach Payments
How to Migrate to TrueCoach Payments

Already running a separate payments processing platform alongside TrueCoach to collect payments from your clients?

Audrey Arthaud avatar
Written by Audrey Arthaud
Updated over a week ago

Only available for US, UK, Australia, Canada-based coaches.
Here is a step by step guide on how to get your clients onto TrueCoach Payments powered by Stripe.

First, why switch over?

We built our payments processing to help keep your business needs organized within one powerful platform.

By utilizing our processing system, you will be keeping more of your business in one spot, saving you time when it comes to tracking clients' payments. Plus, we are excited to offer competitive payment processing rates from Stripe at 2.9% + $.30 per successful credit card transaction.

What is the best way to make the switch?

We suggest having two tabs open or a side by side window set up on your monitor. This will allow you to work in TrueCoach and your current payment processor at the same time.

As you cancel the auto-renew subscription on your current processor, switch over to TrueCoach and add a subscription for your client on our platform. To get a client subscription set up in TrueCoach complete the steps below.

Need more help with setting up products and descriptions?

  1. Set up your TrueCoach Payments by following along here

  2. Create a product

  3. Connect your client to that product through a subscription

We feel that we have given you a good game plan to save you time and effort. Once this switch is made, you will be able to check your clients' billing and training programs all in one spot.

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