upcoach

Create an offer

intermediate how to

Create an offer

Offers are how you sell access to your programs. Each offer has a checkout page where participants sign up and pay. You can configure pricing, enrollment limits, and which programs participants get access to.

Create a new offer

  1. Go to your Offers section.
  2. Click Create Offer.
  3. Enter a title and description for the offer.
  4. Select which programs (spaces) this offer grants access to.
  5. Configure pricing (see below).
  6. Click Save.

Offers start in Draft status. You can configure everything before making it live.

Pricing options

Each offer can have one or more price options. Participants choose their preferred payment method at checkout.

Free

No payment required. Participants click “Join” and are enrolled immediately. No Stripe connection needed.

One-time payment

A single charge for permanent access. Set the amount and currency.

Subscription

Recurring payments at a regular interval. Choose from:

  • Daily, Weekly, Every Two Weeks
  • Monthly, Quarterly
  • Twice Per Year, Annually

If a participant cancels their subscription, they retain access until the end of the current billing period.

Installment plan

A fixed number of payments spread over time. Configure:

  • Number of installments (2 to 12)
  • Payment interval — Weekly, Bi-weekly, Monthly, or Quarterly
  • Amount per installment

Participants receive permanent access once all installments are paid. Access continues during payment retries if a payment fails.

Enrollment settings

  • Enrollment cap — Limit the total number of participants who can enroll
  • Enrollment deadline — Set a date after which the offer closes
  • Free trial — Offer a trial period (in days) before the first charge

When the cap is reached or the deadline passes, the offer shows as sold out or closed.

Coupons

Create discount codes for your offer:

  1. Go to the offer’s Coupons section.
  2. Click Create Coupon.
  3. Set the code, discount type (percentage or fixed amount), and discount value.
  4. Optionally set:
    • Maximum redemptions — How many times the coupon can be used
    • Expiration date — When the coupon expires
  5. Save and share the code with participants.

Checkout page

Each offer has a public checkout page accessible via a unique URL. Configure:

  • Short description — Summary shown on the checkout page
  • Benefits list — 3 to 8 bullet points highlighting what participants get (max 140 characters each)
  • Cover media — Image, video, or embed displayed on the page

Share the checkout page URL to sell your program.

Going live

When your offer is ready:

  1. Ensure you’ve connected Stripe (for paid offers).
  2. Toggle the offer status from Draft to Live.

You can pause a live offer at any time to temporarily stop new enrollments without affecting existing participants.

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