# Coaching & Consulting Selling coaching or consulting packages or retainers? Look no futher. Spiffy is the go-to solution for Coaches and Consultants selling their productized services, trainings, and programs. ### Checkouts - [Create a Checkout](https://university.spiffy.co/getting-started/create-a-checkout.md) - [Checkout Editor](https://university.spiffy.co/getting-started/checkout-editor.md) - [Offer Title & Description](https://university.spiffy.co/checkout-settings/offer-title-description.md) - [How to Test Your Checkout](https://university.spiffy.co/faq/testing.md) ### Ways to Structure Your Checkout - **Options – for Coaching/Consulting Packages** - [Add Options Block to Your Checkout](https://university.spiffy.co/elements/options.md) - [Addon Offers](https://university.spiffy.co/elements/addon-bumps.md) - **Payment Plans – for Set Number of Payments for a Specific Time-frame** - [Payment Plans](https://university.spiffy.co/elements/payment-plans.md) - [Payment Plan Management](https://university.spiffy.co/order-management/payment-plan-management.md) - [Intro to Customer Portal](https://university.spiffy.co/customer-portal/intro.md) - **Subscriptions – for Ongoing Coaching, Membership, or Community Access** - [Create Subscription Products](https://university.spiffy.co/subscriptions/creating-subscriptions.md) - Add Subscriptions to Your Checkout: - [As a Subscription Block](https://university.spiffy.co/elements/subscriptions.md) - [As an Options Block with Subscription Modifier](https://university.spiffy.co/elements/options.md#add-price-modifiers) - [As an Addon Offer](https://university.spiffy.co/elements/addon-bumps.md) - [Setting Up Your Stripe Account](https://university.spiffy.co/faq/stripe-account-settings.md) - [Intro to Customer Portal](https://university.spiffy.co/customer-portal/intro.md) - [View our Subscriptions Course](https://university.spiffy.co/courses/spiffy-subscriptions.md) - **Not Sure Which to Use for Your Products and Services?** - [Payment Plans vs. Subscriptions](https://university.spiffy.co/elements/payment-plans.md#payment-plans-vs-subscriptions) ### Automation - [Purchase Automation (Checkout level)](https://university.spiffy.co/automation/purchase-automations.md) - [Subscription Automation (Subscription Group level)](https://university.spiffy.co/automation/subscription-automation.md) - [Billing Automation Overview](https://university.spiffy.co/automation/billing-automation/billing-automation-overview.md) - [Recovering Failed Payments](https://university.spiffy.co/order-management/recovering-payment-failures.md) ### Integrations - [Intro to Integration Actions](https://university.spiffy.co/integrations/intro-to-integration-actions.md) - [Integration Field Mapping](https://university.spiffy.co/integrations/integration-field-mapping.md) ### Reports - [Dashboards Overview](https://university.spiffy.co/reporting-analytics/dashboards/dashboards.md) - [Product Sales](https://university.spiffy.co/reporting-analytics/reports/product-sales-report.md) - [Failed Payments & Aging](https://university.spiffy.co/reporting-analytics/reports/failed-payments-report.md) - [Cashflow Projection](https://university.spiffy.co/reporting-analytics/reports/cashflow-report.md) ### Flows & Upsells - [Checkout Flows](https://university.spiffy.co/getting-started/checkout-flows.md) - [One-Click Upsells](https://university.spiffy.co/flows/one-click-upsells.md) - [One-Click Upgrade (Subscription Upgrade)](https://university.spiffy.co/flows/subscription-upgrade-one-click-upgrade.md) - [Thank You Pages](https://university.spiffy.co/flows/thank-you-pages.md) - [Connections & Logic](https://university.spiffy.co/flows/connections-logic.md)