Set up payments with Stripe

upcoach uses Stripe to process payments for your offers. You need to connect a Stripe account before you can accept paid enrollments.

Connect Stripe

1. Go to your Payments section.
2. Click Connect with Stripe.
3. You’ll be redirected to Stripe to create or connect your account.
4. Complete the Stripe onboarding process (business details, bank account, identity verification).
5. Once finished, you’re redirected back to upcoach.

After connecting, your Payments section shows your account status, including whether charges and payouts are enabled.

Account status

Your Stripe connection can be in several states:

Status	Meaning
Connected	Fully onboarded and ready to accept payments
Pending	Onboarding incomplete — return to Stripe to finish setup
Charges enabled	Can accept payments from participants
Payouts enabled	Can receive payouts to your bank account

If your setup is incomplete, click Complete Setup to return to Stripe and finish.

Viewing payments

Once connected, the Payments section shows:

• Transaction list — All charges and refunds with status, amount, date, and associated offer
• Payment details — Click a transaction to see full details via Stripe
• Filtering — Filter by status, date range, payment type, or offer

Revenue and fees

For each transaction, upcoach tracks:

• Gross amount — What the participant paid
• Platform fee — upcoach’s platform fee (5%)
• Stripe processing fee — Stripe’s payment processing charge
• Net amount — What you receive after fees

Participant billing portal

Participants who have paid for offers can access their billing portal to:

• Update payment methods
• View invoices
• Manage active subscriptions

This is powered by Stripe’s customer portal and requires no configuration from you.

Disconnecting Stripe

If you need to disconnect:

1. Go to your Payments settings.
2. Click Disconnect.

Disconnecting does not affect existing enrollments or subscriptions — those continue to be managed through Stripe directly. However, you won’t be able to create new paid offers until you reconnect.