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Charging Your Clients

You can collect your clients' subscription payments yourself, through your own Stripe account. Clients pay your business directly — the money goes to your Stripe balance and is paid out to your bank on your Stripe schedule. You stay the merchant: refunds, disputes and receipts are handled in your Stripe dashboard.

Once Stripe is connected you can:

  • put a monthly or yearly price on each client package,
  • let clients pay from their own portal, or send them a payment link,
  • publish a signup page where new customers sign themselves up and pay,
  • start clients on a free trial,
  • charge a wallet markup on the balance your clients buy.

The Payments and Signup Page tabs under Settings are visible to the agency owner only.

Connecting Stripe​

  1. Go to Settings → Payments.
  2. Click Connect with Stripe, then sign in to your Stripe account (or create one).
  3. You come back to the Payments tab, which now shows your Stripe account — business, email, account ID, default currency — and whether it is Accepting payments or Setup incomplete.

If Stripe still needs details, finish setting up in your Stripe dashboard and click Refresh status. If a platform fee applies to your agency, the page shows the percentage deducted from each client payment. Below, Client payments lists every client who has set up payments, with their price and next renewal.

Disconnect removes the connection. Package prices then stop being sellable until you connect again and re-save them. Clients who already pay keep being billed on your Stripe account — cancel them there if you need to.

note

If the tab says "Online client payments aren't available yet", contact support.

Pricing a Package​

Open a package (Packages → Edit) and find Client Price:

  • Tick Charge for this package.
  • Enter the Amount, pick the Currency (your Stripe account's default currency), and choose Billed every — Month or Year.
  • Free trial (days) — 0 means the client pays straight away. Otherwise the client gets access now and their card is charged when the trial ends. The maximum length for your agency is set by the Knock Knock team.

Changing the price only affects new subscriptions — clients already paying keep their current price. Under Availability, Show on signup page puts the plan on your signup page; it needs a price.

Pricing packages needs the Manage Packages permission. Until the owner connects Stripe, staff see a note instead of the price fields.

How Clients Pay​

A client on a priced package pays from Packages & Billing → Your Plan in their own portal:

  1. They add a card (saved on your Stripe account, under their own customer).
  2. They click Start free trial or Pay … and start.

Until the plan is started, the client's account owner is kept on the Your Plan page, and other team members see that the account owner needs to add a card. Once paying, Your Plan shows the next payment date, the last payment, their cards, and Invoices & receipts (your Stripe billing portal). If a payment fails, they see "Your last payment didn't go through" with Update card, and Stripe retries automatically.

Clients whose package has no price see "Online payment isn't set up for your plan. Contact your agency about billing."

Per-Client Payments​

Each client's page has a Client Payments card (needs the Subscription & Payments permission). It shows whether they're Paying, the package price, the next and last payment, and any failed payment.

  • Create payment link — makes a Stripe checkout link for the client and copies it. It works for 24 hours; the client can also pay from their own portal.
  • Stop billing — cancels their subscription at the end of the current period. Once the paid period runs out, the client's access ends too. Keep billing undoes it before then.
  • If a client is still paying an old price that no longer matches their package, the card says so; to change what they pay, stop billing and send a new payment link.

Your Signup Page​

Settings → Signup Page gives you one link where new customers sign themselves up, pick a plan and pay you — no work from you per customer.

  1. Switch on Public signup. While it's off, the link shows nothing.
  2. Copy Your signup link and share it. Generate a new link replaces it — the old link stops working immediately (use it if the link leaked).
  3. Choose what happens When you run out of seats: Keep accepting and buy me a seat, or Pause signups until I add seats.

Plans on the page lists every package with Show on signup page turned on, with its price and trial. Plans without a price are hidden.

A customer who signs up picks a plan, enters their name, business name and work email, sets up their account, and then adds a card on Your Plan to start. Each signup gets your opening wallet transfer from your agency wallet, so plans only appear while your agency wallet can cover it. If a signup never starts their plan, the unspent opening balance returns to your agency wallet after 3 days.

Free-Trial Clients​

Your agency can have a number of trial seats, set by the Knock Knock team — contact support to get or change them. A trial seat lets you add a client without using one of your paid sub-account seats:

  • On Add Client, tick Start them on a free trial and set Free trial days (up to your agency's maximum). The form shows how many trial seats are left.
  • If you're out of sub-account seats, the No sub-accounts left dialog offers Or add them as a free-trial client.
  • Signup-page customers on a plan with a trial use a trial seat too.

Trial clients need a priced package to convert. When a trial client makes their first payment, the trial seat goes back to your pool and the client takes a regular sub-account seat — a spare one if you have it, otherwise one is bought for you. If a trial client is cancelled before paying, the trial seat is released.

Wallet Markup​

With Stripe connected, you can resell your clients' wallet balance at a markup. On a client's Client Payments card, set Wallet markup — a multiplier from 1× to 10×:

  • At 2×, a $10 top-up buys $5 of usage and a $1 call costs the wallet $2. The client still sees every dollar they top up; their balance simply goes less far.
  • The difference is paid into your Stripe account as part of each top-up.
  • It applies to everything the wallet pays for — AI usage beyond plan credits, phone numbers and calls, and prospecting — including balance already bought. Usage covered by plan credits is not marked up.
  • Leave it empty to use your agency's default (set by the Knock Knock team), or click Use default.

Clients with a markup top up through your Stripe account rather than ours.

Next Steps​