You’re going to see the difference with premium recurring payment software for coaching and consulting businesses

Invoices are time-consuming and stressful. Hand off your repetitive billing tasks and focus on expanding your business and customer relationships.

A snapshot of how ChargeOver changes business for coaching and consulting businesses

  • Automated recurring billing 
  • Generate new client accounts
  • Create flexible custom payment plans
  • Retain your customers longer

Not a coaching or consulting business? See other use cases.

Coaching or Consulting Business Owner,

In the coaching/consulting business, client retention can be a major sticking point. Acquiring clients is a challenge in itself, but retaining them over the long term can be even more difficult. Studies show that fewer than 50% of coaching clients stay with their coach for 2 months, and even fewer stay on for 3 months or more. What’s needed is a flexible, automated solution for recurring billing, so you can make it easy for your clients to stick with you.

With ChargeOver, you can establish and automate recurring payment plans effortlessly.

ChargeOver is an automated billing and payments app that runs in your web browser.

With ChargeOver, you can create any type of payment plan—recurring flat rates, metered billing, installment plans, limited billing cycles, and more.

This gives you the ability to diversify your practice and offer your clients the services that meet their needs.

- Recurring coaching services, paid for monthly.

- Retainer consulting services.

- One-off coaching services, including reports, phone sessions and audits.

- Installment plans for long-term coaching projects with set milestones.

- And many more.

To setup a recurring plan, all you need to do is add a client account, select a payment plan type, and specify terms (such as cost, taxes, payment schedule, etc).

Ready to make your subscription billing easier?

Here’s a 4-min tour of how ChargeOver can decrease the time you spend on billing.

There are 5 great benefits ChargeOver provides for coaching and consulting businesses:

  1. Generate and retain new business.
  2. Get paid faster, without chasing after payments.
  3. Save time on data entry and invoice creation.
  4. Build a stable, recurring revenue stream.
  5. Get started instantly.

How to set up recurring retainer payments for your company


Create a ChargeOver account in just a few minutes. Customize your client payment plans. Create as many plans as you wish, with options such as tax rates, discounts, payment terms and more.


Add or update customers, use the easy import tool or the hosted (and custom-branded) signup form. Once a client is added, you can set up a retainer for them instantly.


When it’s time for a payment, ChargeOver generates the invoice and charges the client account instantly.

“There aren’t many companies with a great product who are also great at customer service. But ChargeOver excels at both. That’s why I recommend it so highly to anyone looking for a payment solution.”
Ryan Parshall
President of Lure Creative

Automating your invoices starts here

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