A payment link for coaches that asks your questions and gets your terms signed

1. 01

   Step 1: A page with your name on it

   Your logo and colour, at a private address made for this client. No account to create and no app to install.

2. 02

   Step 2: Your questions

   Up to 10 questions of your own, with short or long answers, choices or checkboxes. Start from a template for life, career or business coaching, or write your own.

3. 03

   Step 3: Your terms, signed

   Your terms in full, in your own words, with a box to type their full name. They can’t pay until they’ve signed.

4. 04

   Step 4: The deposit

   By card, Apple Pay or Google Pay, on Stripe’s checkout, straight into your Stripe account.

5. 05

   Step 5: A time on your calendar

   If you use Calendly, they pick a time right on the page after paying. With Cal.com, your booking page opens for them.

• Every client’s link in one list: who has paid, and who has booked a time.
• Each client’s answers and signed terms next to their payment, with the signing record: the name they typed, when, and the IP address and browser it was signed from.
• A PDF of the signed terms, ready to attach to a dispute response.
• What’s been paid and what’s still owed, if you entered the package’s total.
• If a client disputes a payment, a draft response in your Stripe account with their signing record, for you to finish and submit.

When you set up, you connect a Stripe account with its own full Stripe Dashboard. Each deposit is charged directly on your own Stripe account: it shows in your Stripe Dashboard under Payments, pays out on your normal schedule, and any refund is issued there. IntakePay takes none of the deposit; Stripe’s standard fees apply.

Disputes are handled there too. Because the client signed your terms before paying, the record that answers a dispute already exists, and the chargebacks guide explains what to add to it.

• No calendar of our own. No availability or time slots to manage. Keep the scheduler you use today: once your client has paid, they pick a time on it, right on the page when it’s Calendly.
• No CRM, client portal or session notes. No client journal and nothing for your client to log into. They get a link; you get a list of who has paid.
• No links or marketing sent to your client. IntakePay never sends your link or any marketing to the people you work with. You send the link yourself, so it arrives from you, in a thread they already trust. The only email they get from IntakePay is a receipt for each payment, in your name, and you can turn that off.
• No automated reminders to chase a link. IntakePay will not nudge your client about an unpaid link. You decide whether to follow up. The one exception is a payment plan they agreed to: a reminder three days before each payment.

Each link takes the deposit or the full price, and you can charge the rest later with a balance link on the same client’s record. There are no invoices or automatic payment plans. If you need those, an all-in-one platform fits better: the HoneyBook and Paperbell comparisons cover the options.

Free until your first client pays you, then $19 a month, with no card to start. One plan with everything in it, and IntakePay takes none of your deposits.