Shop & billing
Sell to your clients and get paid: products and packages, subscriptions and renewals, installment plans, purchases and invoices, revenue analytics, and your shop configuration.
The Shop is your book of record for everything you sell. Create products and packages, record what each client bought, and keep every order, invoice and access window in one place. You take the money the way you already take it; the shop tracks the rest.
This section covers:
- Products: the packages, session packs, bundles, and digital or physical offerings you sell, how a client pays for each, and what access a purchase grants.
- Subscriptions & renewals: recurring billing and how renewals are timed.
- Selling in installments: split a one-time purchase into dated payments, record full or partial payments, see at a glance which plans are overdue, due soon, on track or fully paid, and set up client reminders and late-payment alerts.
- Purchases & invoices: the shop dashboard, creating purchases for clients or guests, the statuses a purchase moves through, session credits, pausing, and working with invoices.
- Revenue analytics: what made money and when, broken down by product, coach and customer over any period you choose, on a screen you arrange yourself.
- Refunds, cancellations and what moves the money: what each action on a purchase does to a client’s access, and what it does to the money. Read this one before you press Refund.
- Shop settings: your Stripe connection, tax rates, invoice branding and business details, and payment reminders.
- Your Protocol plan: the other direction, what Protocol charges you. The four plans, who counts as a billable person, and AI credits.
Where to start
Selling something for the first time is three steps: set up your tax rates and business details, create a product, then take the payment however you normally take it and record the purchase. If the client is paying over time rather than all at once, sell the same product as an installment plan.
Once you have a few sales behind you, Revenue analytics is where they add up: by month, by product, and by the coach who sold them.
Reminder: the Shop is how you bill your clients. What Protocol charges you is a separate thing, under Account & settings → Billing and explained in Your Protocol plan.
Products
Everything you sell, from coaching packages and session packs to bundles and digital downloads: product types, how a client pays, pricing and tax, access duration, linking plans, and which coaches sell what.
Subscriptions & renewals
Sell something that repeats on a cycle: setting up a recurring product, how a renewal moves the period forward, what a renewal does and does not do to the money, and how to end one.
Selling in installments
Split a one-off purchase into several dated payments, record full or partial payments against each one, see at a glance which plans are overdue, due soon, on track, or fully paid, and set up reminders for your clients and late-payment alerts for yourself.
Purchases & invoices
Every sale you have made and every invoice behind it: creating purchases, the statuses a purchase moves through, session credits, pausing and resuming, and working with invoices.
Revenue analytics
What made money and when: the period and coach filters, what sold against what was collected, the breakdowns by product, coach and customer, and how to arrange the screen.
Refunds, cancellations and what moves the money
What each action on a purchase does to your client's access, and what it does to the money. Those are two separate things, and only one of them happens inside Protocol.
Shop settings
Configure the shop once and everything you sell inherits it: your Stripe connection, tax rates, invoice branding and business details, and payment reminders.
Your Protocol plan
What Protocol charges you: the four plans, who counts as a billable person, why leads are always free, AI credits and where they went, and how to change plan.