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How to Give Coaches Access to the Payments Tracker

How business owners can enable or disable coach access to the Payments Tracker page and client payment data using the Team Members setting.

Written by Xenios Charalambous
Updated over a month ago

By default, coaches on your team cannot see the Payments Tracker or client payment data. Business owners can enable this access from the Team Members settings.


How to Enable Coach Access

  1. Find the "Allow coaches to see payments" toggle

  2. Turn it on

This takes effect immediately — no need to refresh or log out.


What This Controls

When enabled, coaches can:

  • See the Payments Tracker in the sidebar and access the full page

  • See the Payments tab on individual client dashboards

  • View subscription status, charge history, and total spend for clients

When disabled (default):

  • The Payments Tracker is hidden from the sidebar

  • If a coach navigates to the Payments Tracker URL directly, they are redirected to the Trainerize Clients page

  • The Payments tab is hidden on individual client dashboards


Who Always Has Access

Business owners and admin-level team members always have full access to the Payments Tracker regardless of this setting. The toggle only affects users with the coach role.


Common Questions

My coach says they can't see payments — what do I do?

Go to Settings → Team Members and make sure the "Allow coaches to see payments" toggle is turned on.

Can I give access to some coaches but not others?

No — this is a business-wide setting. It applies to all coaches on your team. If a coach needs payment visibility, all coaches will have it.

Can coaches edit or delete payments?

Coaches with access can view payment data and record manual payments from the client's Payments tab, just like business owners. Stripe and Whop payments are always read-only for everyone.

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