Walkthrough: Payment Plans

Here's how to set up payment plans for your clients on Kahunas

Setting Up Your Payment Plans in Kahunas:

1. Connect your payment provider:

• Go to your settings area to connect Stripe or PayPal.

• For Stripe, it’s a simple one-click setup.

2. Create a new payment plan:

• Go to the payment plans section and click “Add New Package”.

• Enter a package name (e.g., “Monthly Coaching”).

3. Select payment plan type:

• Choose from the following types:

• One-time payment (e.g., block of training).

• Monthly subscription (e.g., ongoing monthly coaching).

• Initial payment + subscription (e.g., charge for three months upfront, then continue with a subscription).

4. Set pricing and billing details:

• Enter the amount (e.g., $300 per month).

• Choose the currency and decide whether to include taxes based on your business/country.

• Choose the billing period (weekly or monthly).

• Select how often to charge (e.g., once per month).

• Set the duration (e.g., “Until Cancelled” for ongoing payments).

5. Assign items to clients:

• Assign specific forms or workout plans to clients upon purchase.

• Useful for group coaching (e.g., assign the same check-in form or workout plan to a group).

• For one-on-one coaching, skip this section to use default forms.

6. Add features to your plan:

• Highlight key features of your service (e.g., weekly check-ins, monthly Zoom calls).

• Include a description of your service/package.

7. Review and activate your plan:

• Review the summary of the package details.

• Click “Activate Plan” to make it live.

8. Manage plan visibility and links:

• If prompted, connect your payment provider (Stripe or PayPal) if not already done.

• On the right-hand side, check details like:

• Period (e.g., infinite for ongoing plans).

• Client count (number of clients on this plan).

• Visibility (control whether the plan is visible to everyone or only selected clients).

• Copy the payment link to share on social media or your website.

• Optionally, feature the plan to make it stand out (e.g., “Most Popular” or “Featured”).

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