Stop juggling Calendly, Stripe, and invoicing spreadsheets. Clients book sessions and pay in one click. Session packages, group bookings, and subscription billing — all integrated.
You're a coach, not an accountant. Yet you spend hours matching payments to bookings.
Calendly for scheduling, Stripe for payments, spreadsheets for tracking. Three tools that don't talk to each other. You're the integration layer — and it's eating your time.
Someone books a session but hasn't paid. Or pays but doesn't book. Or books, pays, then cancels — and you have to reconcile it all manually. The admin work never ends.
You offer 4-session packages, monthly retainers, and one-off consultations. But your tools don't understand packages — so you're tracking remaining sessions in your head or a spreadsheet.
After every session, you need to send notes, action items, and schedule the next one. It's the most important part — and the first thing that slips when you're busy.
One integrated system — clients book, pay, and get follow-up without you lifting a finger.
When booking and payments are one step, you eliminate the busywork that eats into your coaching time. Focus on delivering value — the platform handles the rest.
How money flows on Counsel — from member payment to your bank account.
You are. Counsel uses a Merchant of Record (MOR) model where each coach is the merchant of record for their own transactions. When a member pays for a subscription, cohort, or workshop, the charge appears on their statement under your business name — not Counsel's. You connect your own Stripe account, and funds go directly to you.
All payments are processed through Stripe. When a member pays, the full amount is charged to their card. Stripe deposits the funds into your connected Stripe account, minus two deductions:
For example, on a $100 cohort registration on the Starter plan: Stripe takes ~$3.20, Counsel takes $10, and you receive ~$86.80.
Funds follow Stripe's standard payout schedule. After a payment is processed, Stripe holds funds briefly (typically 2 business days for established accounts) and then deposits them directly to the bank account linked to your Stripe account. You can view your payout schedule and history in your Stripe dashboard at any time.
Counsel supports three payment models through Stripe:
All payment methods supported by Stripe (credit/debit cards, Apple Pay, Google Pay, etc.) work automatically.
As the merchant of record, you control refund decisions. When you issue a refund:
Refunds are processed through Stripe and typically appear on the member's statement within 5-10 business days. Note that Stripe's processing fee (2.9% + 30¢) is not returned on refunds — this is standard Stripe policy.
Since you are the merchant of record, chargebacks and disputes are handled through your Stripe account. If a member disputes a charge with their bank:
Stripe charges a $15 dispute fee (refunded if you win). To minimize disputes, communicate clearly about what members are paying for and issue proactive refunds when appropriate.
Yes. During onboarding, you connect a Stripe account through Stripe Connect. If you don't have one, Stripe will guide you through creating one in minutes. This is what makes the MOR model work — payments go directly to your account, giving you full visibility and control over your revenue. Counsel never holds your funds.
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