For solo coaches who sell packages after a call or a DM
Turn a yes into a paid, ready client
After the call or the DM, send one private link. Your client answers your questions, signs your terms and pays upfront, straight into your own Stripe account, then picks a time on your calendar.
Create your first client linkFree until your first client pays you, then $19/month · card required
See what your client seesExample for a coach. Names are fictional. See one for a designer, consultant or tutor.
Deposits land in your Stripe account
A charge on your own account; we never hold the money
0% taken by IntakePay
Stripe’s standard processing fees apply
$19/month, one plan
Free until your first client pays you, cancel anytime
How it works
One setup, then one link for each new client
Step 1: Set up once
Pick a template of intake questions written for your work, add your terms and connect your Stripe account. All of it stays yours to change.
Step 2: After the call or DM, send their link
Create their link with the package and the amount you agreed. Send it yourself, by text, email or WhatsApp, so it arrives from you.
Step 3: They answer, sign, pay and book
Your client answers your questions, signs your terms with their name and pays by card, Apple Pay or Google Pay, then picks a time on your calendar. You get an email, and their row turns Paid.
A page for your bio, when you want one
Put intakepay.com/yourname in your bio for what someone can book before you’ve talked, like a paid discovery call. Bigger packages go through a private link once you’ve talked.
Why not a form and a payment link?
You can wire up a form, a contract and a payment link yourself. Here’s what falls between them, and what one link does instead.
Deposits go straight to your Stripe account, with 0% to IntakePay
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 is never in the middle of the money, and Stripe’s standard processing fees apply, exactly as they would for any other payment.
One deposit
12-week leadership program
- Your client pays
- $1,500
- Stripe processing
- Standard feesCharged by Stripe
- IntakePay’s cut
- $00% of every deposit
- Lands in your Stripe account
- $1,500less Stripe’s fee
What you get
For your client
- Your brand on every link
- Your logo and colour on the page your client opens, built for the phone they open it on. Add a page for your bio, intakepay.com/yourname, whenever you want one.
- Your terms, signed
- Your cancellation policy or coaching agreement, in your own words. They sign it by typing their name before paying, and you both keep a copy.
- Card, Apple Pay or Google Pay, then a time
- One button opens Stripe’s secure checkout, charged on your own Stripe account with 0% to IntakePay. Once it clears, they pick a time: your Calendly opens right on the page, with their name and email filled in.
For you
- Pending → Paid, at a glance
- Every client on one list, with their answers next to the payment and, when you add a total price, what they still owe. Download it all as a spreadsheet whenever you like.
- An email when they pay
- Who paid and how much, with a link to the answers. The email never contains the answers themselves.
- Messages ready to send
- The first message with their link, a reminder if it sits unpaid, and a thank-you once they pay. Each opens in your own WhatsApp, email or texts. IntakePay never messages your client.
Built for solo businesses that take deposits
The product is the same for everyone. What matters is how you sell: work agreed in advance and held with a deposit, from $150 for a half-day family photo shoot to $1,500 for a 12-week leadership program.
- For coaches12-week leadership programExample deposit $1,500
- For designersBrand identity projectExample deposit $2,500
- For consultantsOperations assessment (6 weeks)Example deposit $3,000
- For tutors10-week Algebra I programExample deposit $600
- For other solo businessesHalf-day family photo shootExample deposit $150
One plan, everything included
No tiers, no per-client fees and no cut of your deposits
- As many clients and links as you need
- IntakePay takes 0% of your deposits (Stripe’s standard processing fees apply)
- Deposits paid straight into your own Stripe account
- A branded client page with your business name and logo
- 8 ready-made intake templates, or start from scratch (up to 10 questions)
IntakePay
Billed monthly in USD
$19/month
- Free until
- Your first client pays you
- Card required
- To start
- IntakePay’s cut of depositsStripe’s standard fees apply
- 0%
- Cancel
- Anytime, in Stripe’s portal
- Stripe accountsDeposits in US dollars
- In 43 countries
- Due today
- $0$19/month once a client pays you
Try it before you sign up
Not sure what your client will see?
The link a fictional coach, Northfield Leadership Co., would send for the 12-week leadership program ($1,500 deposit). Fill it in on your phone and see what happens on your side when they pay. Nothing is charged.
See what your client seesNot sure what deposit to ask for?
Two free calculators, one for coaching packages and one for tutoring programs, work out the price, the deposit to ask for and the balance due later. Start free from the result and that deposit is filled in for you during setup.
What IntakePay leaves to the tools you already use
IntakePay does one job: it takes a client from yes to paid. Everything else stays with the tools you already trust, so setup is three steps and any client can finish the link.
If you need one of these in the same tool, IntakePay is the wrong fit, and it is better to know that before you start than after.
See the full list- No email to your client
- You send the link yourself, so it arrives from you, in a thread they already trust.
- No contract builder
- Your terms, in your own words, signed with a typed name before they pay and kept with the payment.
- No calendar of our own
- 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 or client portal
- Nothing for your client to log into. They get a link; you get a list of who has paid.
- No free tier
- Free until your first client pays you, with a card on file, then $19/month. One plan with everything in it.
- Built for one person
- No team accounts. IntakePay is for solo practices.
Questions
Where does the deposit go?
Straight to you. 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 never holds your money.
Does IntakePay take a cut?
No. IntakePay takes 0% of every deposit. Stripe’s standard processing fees apply, deducted by Stripe on your account exactly as they would be for any other payment. The only thing IntakePay charges is $19/month.
I already have a Stripe account. Can I use it?
You connect through Stripe’s own onboarding (Stripe Connect). If you already have a Stripe login, sign in with it and Stripe can reuse your verified business details. Stripe then sets up a separate account for your deposits, which appears in your Stripe Dashboard next to your existing one. IntakePay works with Stripe accounts in 43 countries, including the US, Canada, the UK, every EU country, Australia, New Zealand, Japan and Singapore. Deposits are in US dollars, and your clients can pay by card from anywhere.
What does my client see?
A page with your business name and logo, the package and deposit amount, and your questions. After they answer, they pay on Stripe’s secure checkout page, by card, Apple Pay or Google Pay. No account, no password, no app to install, and no emails from IntakePay, ever.
Can I change my questions later?
Yes. Add, remove or reorder questions whenever you like, and every new client link uses the updated form. Links you have already sent keep the questions they were created with, so nobody gets a form that changes halfway through.
Can I cancel anytime?
Yes. Cancel from the Stripe billing portal, linked from your billing page. No email, no call. Links you have already sent keep working, so a client who is about to pay is never stranded, and you can still export your data.
What happens to my clients’ answers?
They are stored in your IntakePay account and shown only to you, when you are signed in. They never appear in an email. Card details go to Stripe and never reach IntakePay. Your data is not sold or used for advertising. You can delete a client at any time, and delete your whole account yourself, in Billing.
Set it up before your next client says yes
Free until your first client pays you, then $19/month · card required