Clear programme request
Share the programme, session or deposit amount with the client context and due date.
For coaches, consultants and programme providers
Payments for Australian business coaches
ShaBaas Pay helps eligible business coaches collect session fees, programme deposits, workshop payments and retainers through payment links, hosted checkout, PayID and supported PayTo workflows. Coaches can present bank payments alongside cards or wallets where configured, while amount, due date, status and receipt information support client communication. Availability and repeat-payment terms depend on the setup.
The coaching payment journey
What should coaching payments make easier?
Coaching businesses often combine one-off sessions, packages, deposits, workshops and repeat retainers. The payment workflow should make the offer and amount clear to the client, provide a suitable method and leave a useful record for the coach’s existing scheduling, CRM, accounting and programme-delivery systems.
Flexible methods
Present available bank, card and wallet methods for the client and configured payment journey.
Simple follow-up
Use status, references, receipts and an exception process to support client communication.
From offer to record
How can a coach collect a client payment?
Define the service
Identify the session, package, programme, workshop, deposit or retainer and its payment terms.
Create the request
Use a payment link or hosted checkout with the client-facing amount and purpose.
Client authorises
The client chooses an available method and completes the configured payment or agreement flow.
Coach records it
Match confirmation, status, references and receipt information to the client and programme record.
Match method to scenario
Which payment method may fit?
| Scenario | Potential fit | Planning point |
|---|---|---|
| Single coaching session | Payment link, Pay by Bank or card | Make the session and amount clear |
| Programme deposit | Payment link or hosted checkout | Include due date and cancellation terms |
| Monthly retainer | PayTo where supported | Customer-approved terms and failed-payment handling |
| Workshop or event | Shared payment link or checkout | Match the payment to attendee or booking record |
| Corporate engagement | Bank-first payment link or invoice flow | Confirm payer details, references and approval process |
Payment links and hosted checkout
A payment link distributes a payment request. Hosted checkout is the managed page the client opens to choose an available method. Use the link when distribution is the main need and checkout when the customer-facing payment interface needs to be managed.
Client communication and operations
What should appear in a coaching payment request?
Service context
Name the session, programme or workshop and identify the client or business paying.
Commercial terms
Show the amount, due date and where the client can find refund or cancellation terms.
Method choice
Describe available bank, card or wallet options without promising a method that is not enabled.
Exceptions
Define what happens when a repeat payment fails, a client cancels or a refund is requested.
What remains in existing systems?
Scheduling, contracts, CRM, accounting, tax records and course or programme delivery remain separate responsibilities unless a specific integration is configured.
Getting started
Set up a repeatable coaching payment workflow
Onboard
Confirm eligibility, business details and the payment methods needed.
Choose methods
Select payment links, hosted checkout, bank payments, cards or supported PayTo terms.
Create templates
Prepare clear session, deposit, workshop and retainer requests.
Test exceptions
Run a representative payment and define failure, refund and reconciliation follow-up.
Frequently asked questions
Questions business coaches ask
Can a business coach send a payment link?
Yes. A coach can use a payment link for a session, programme deposit, workshop, invoice or service payment where the configured product supports that workflow.
Can clients pay a coaching deposit?
Yes, a payment link or hosted checkout can be used for a deposit where the coach’s configured payment flow supports it.
Can I collect monthly coaching retainers?
PayTo may support approved regular or recurring payment arrangements where the client, bank and configured provider flow support the terms.
Can clients choose bank payment, card or wallet?
Available methods depend on the business configuration and customer journey. Bank, card and wallet methods may be presented where enabled.
Does ShaBaas Pay manage appointments?
No. ShaBaas Pay supports payment collection and status. Scheduling and appointment management remain in the coach’s chosen system unless a specific integration is configured.
Does ShaBaas Pay replace accounting software?
No. The coach can keep accounting, tax, invoice, CRM and programme systems as systems of record.
How do refunds work?
Refunds follow the configured product and commercial process. Confirm eligibility, timing, method and record-keeping requirements before promising a refund path.
What happens when a repeat payment fails?
Use the configured failed or pending status, communicate with the client, follow the approved retry process and record the outcome.
Related resources
Build the client payment journey
Make coaching payments easier to explain and track
Bring a session, programme or retainer scenario to a fit discussion.