Cycle Updates

The new Kajabi analytics experience gives you visibility into how your business is performing. But data only becomes valuable when you know what it means and how to act on it. This will break down what each report measures, how it’s calculated, and how to use it to inform smarter decisions about your products, pricing, and strategy.

Payments Overview: Key Metrics at a Glance

The overview page shows your top performance indicators, each one clickable to dive deeper.

• Gross Revenue: Total earnings before refunds and fees.
• Net Revenue: Gross revenue minus refunds.
• Transactions: Total number of successful payments.
• Top Payment Methods: Breakdown of revenue by payment type.

Use this page to quickly assess how your business is trending and where to investigate further.

Core Reports and How to Use Them

Payments by Payment Method

What it shows: Revenue and volume by method (credit card, Apple Pay, Google Pay, Afterpay, etc.)
How it’s calculated: Based on the method used at checkout.
What to look for: Which methods customers prefer.
How to use it: Promote the most-used methods or test visibility of underused ones to increase conversions.

Payments by Pricing Type

What it shows: Revenue by pricing model (one-time, subscription, payment plan).
How it’s calculated: Based on the pricing type selected in your offer.
What to look for: Which models generate the most revenue or volume.
How to use it: Adjust your offer strategy based on performance, for example, add a payment plan if one-time sales are underperforming.

Gross Revenue Over Time

What it shows: Daily, weekly, or monthly revenue trends.
How it’s calculated: Sum of completed transactions over time.
What to look for: Growth patterns, seasonality, or dips in performance.
How to use it: Time product launches around peak performance periods. Monitor whether growth initiatives are paying off.

Refunds Over Time

What it shows: Volume and value of refunds issued.
How it’s calculated: Refund transactions through Kajabi Payments.
What to look for: Spikes or trends in customer churn.
How to use it: Investigate which offers have the highest refund rates. Improve sales copy or customer onboarding if needed.

Free Offers Over Time

What it shows: Opt-ins for free offers (lead magnets, free trials, etc.)
How it’s calculated: Counts of completed free transactions.
What to look for: Trends in free offer usage and growth.
How to use it: Pair with conversion tracking to see which free offers lead to paid sales.

Payments by Country & State

What it shows: Geographic breakdown of revenue and sales volume.
How it’s calculated: Based on customer billing address or IP location.
What to look for: High-performing regions or untapped markets.
How to use it: Localize campaigns or explore regional opportunities.

Cart Orders Over Time

What it shows: Orders completed using Kajabi Cart.
How it’s calculated: All completed orders through the Cart feature.
What to look for: Trends in multi-product checkouts and bundling performance.
How to use it: Test bundles or volume discounts to increase average order value.

Best Practices

• Review regularly to establish performance baselines.
  
• Look at trends over time, not just snapshots.
  
• Pair reports for deeper insight, like combine Refunds Over Time with Pricing Type to spot problem offers.
  

These analytics tools are built to help you understand what’s working, what needs attention, and where you have opportunities to grow. For detailed walkthroughs or use cases, visit our Help Center.

Your offer has already helped someone start a business, learn a new skill, or take a step toward a personal goal. Now it can do the same for someone else through a gift.

Gift Offers let your customers send your course, coaching program, or digital download to a friend, family member, or colleague. Whether it's for a birthday, graduation, holiday, or just because, it's a simple way for your audience to share your work with the people they care about.

It's easy to set up and adds long-term value to the content you’ve already created.

Get Featured in Our Gift Guide

We’re also preparing the 2025 Gift Guide. This is a curated list of giftable offers from Kajabi creators that will be shared across our community and marketing channels to help more customers find meaningful digital gifts.

To be included:

• Turn on Gift Offers for at least one of your offers
• Fill out the short application form

👉 Apply to be featured in our Gift Guide

How to enable Gift Offers

1. Go to the Sales tab in your dashboard
2. Choose the offer you want to update
3. Click Edit, scroll to Gift Offers, and turn it on

Once enabled, customers will see the option to send your offer as a gift at checkout.

Gift Offers give your audience more ways to buy and share what you’ve built. They help your business reach new people, stay relevant throughout the year, and become part of the moments that matter.

Setting up Kajabi Cart just got easier.

You'll find ready-to-use designs to showcase multiple offers on a list page or highlight a single offer in detail. Each template is built to make the buying experience simple, with clear "Add to Cart" calls to action.

Looking for even more options? Jiffy Courses Online, one of our very own Kajabi Heroes, has created a collection of Cart templates you can explore and use today.

Another Hero, Penny In Your Pocket, has a new set of Cart templates available to preview now and releasing for purchase on May 25.

Getting paid should be simple. That’s why Kajabi Cart now supports PayPal, giving your customers another way to complete their purchase.

This update matters because it makes checkout more flexible. Many buyers already use PayPal and prefer it. Now you can offer that option when selling multiple products in a single transaction using Kajabi Cart.

Kajabi Cart is built for creators. It makes it easy for customers to buy more in one checkout, whether it’s a course, coaching program, or download. And now it works with both Kajabi Payments and PayPal.

What this means for you:

• If PayPal is your payment processor, you can now set up Kajabi Cart.
• If you're using Kajabi Payments, you can now offer PayPal alongside it at checkout.
• No third-party tools or custom workarounds needed.

With Kajabi Cart, you can:

• Sell multiple offers in one checkout. Let customers buy courses, downloads, and coaching together in one purchase.
• Offer product sets and promotions. Use cart coupons with minimum spend thresholds to encourage bigger orders.
• Make checkout easier. A focused, fast checkout helps reduce drop-off and increase sales.

Welcome to the latest issue of The Payments Pulse where we cover new features like Kajabi Cart and dive into key insights from our 2025 State of Creator Commerce Report.

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Set Billing Dates for Subscriptions and Payment Plans

You’ve asked for more control over how and when your customers are billed. Now it’s here.

With the new Set Billing Date feature, you can choose the exact date a subscription or payment plan starts. This gives you the flexibility to align payments with your customer’s schedule or plan ahead for group programs that kick off on a specific day.

No more workarounds. No more adjusting things manually.

Why this matters

Before this update, billing started as soon as someone checked out. That works in a lot of cases, but not all. Some customers want to pay on a certain date each month. Some programs begin on a set day. And if you’ve ever tried to manage that manually, you know it’s not ideal.

This new feature gives you a simple way to set things up the way you need.

Here’s what you can do

• Start billing on any date you choose
• Match billing with your customer’s preferred schedule
• Set start dates for group programs or fixed timelines
• Skip the need to prorate or adjust billing manually

It’s a simple way to give your customers a better experience and make billing easier for you.

On April 30, a U.S. federal judge ruled that Apple must stop restricting U.S. app developers, including creators, from using alternative purchasing methods beyond Apple’s restrictive in-app purchase system. As a result, creators can now directly sell digital goods and services—such as memberships, courses, communities, newsletters, coaching, and podcasts—to customers through their mobile apps.

This ruling marks a significant advancement for creators, particularly those using Kajabi’s Branded Mobile App. Kajabi has already updated our Branded Mobile App to enable creators to:

• Clearly display product pricing within their app
• Provide seamless external links for direct product purchases
• Offer digital products with flexible payment options, including one-time payments, subscriptions, and installment plans
• Accept multiple payment methods, such as credit and debit cards, as well as buy-now-pay-later options

Kajabi creators in the U.S. can immediately start using these features by going here. 

Though this ruling only applies to the U.S. creators right now, we hope other countries will follow suit in short order, and we’ll be ready when they do. 

You can now create fixed dollar discounts for your affiliate coupons. Until now, only percentage-based discounts were supported. With this update, you can offer flat amount discounts like $10 off, making it easier to run clear and compelling promotions.

This update is live in your Discounts tab. Existing affiliate workflows stay the same.

Who It’s For‍

Creators using Kajabi’s affiliate feature to drive sales with personalized coupon codes.

Why It Matters

‍This was one of the most requested affiliate updates. It gives you more control over your promotional strategy without adding complexity.

Introducing Payment Plans: A Name That Says It All

We have renamed Multi-Pay to Payment Plans.

Why the update? We want the experience to be as clear and intuitive as possible for both you and your customers. Payment Plans says exactly what it is: an easy way for customers to spread their payments over time while still getting full access to your course, community, or coaching program.

Clearer language helps set better expectations, builds trust, and makes it easier for customers to move forward with confidence. It is a simple shift that supports your growth and makes it easier for customers to say "yes" to what you are offering.

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Unlock next-level customization in your Branded App with fully custom screens and custom navigation within your Branded App. Think of these as mini landing pages for offers, resources, and products!  

Newsletter broadcasts just got better. You can now customize your newsletter email broadcast and send a preview to yourself before you send it out to your audience. Join us on May 7th at 10am PT for a live webinar to walk through the feature.

Gamification allows Heroes to create a flexible rewards system with levels, badges, and incentives that encourage engagement.

With course paywalls, you can choose how much of your course you want to provide for free or at a reduced price, and then place an offer to upgrade when you know you’ve got their attention.

An Easier Way to Sell to More People

If you're a digital seller or content creator, you know that timing and simplicity matter when it comes to making a sale. That’s where Gift Offers come in. And with our latest update, they’re now even easier to use.

Gift Offers let your customers buy your digital products, such as courses, coaching, or downloads, for someone else. It’s a practical way to bring new people into your world without changing your business model or adding extra steps to your process.

Now, with new built-in automation, turning on gifting is just one click. The entire experience is taken care of, from the moment a gift is purchased to when it’s redeemed. There’s also a dedicated opt-in flow for gift recipients, so they can easily join your list after claiming their gift. That means more qualified leads, more exposure, and more ways to grow your customer base without spending extra time or money.

Gift Offers work especially well during seasonal moments, birthdays, and product launches. They also give your current customers a thoughtful way to share your work with others who haven’t found you yet.

If you're not using Gift Offers yet, this is the right time to start. It's an easy addition that can help you sell more of what you’ve already created.

Welcome to the latest issue of The Payments Pulse, where we’ll cover new features, highlight Heroes in Europe using Kajabi Payments, and share tips for creating a sales page that sells.

Kajabi Payments Now Supports Creators in 20 European Countries

Kajabi Payments is now available in Austria, Belgium, Croatia, Cyprus, Estonia, Finland, France, Germany, Greece, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Portugal, Slovakia, Slovenia, and Spain.

For creators, this means simplified sales management, automated VAT calculations, and direct integration with top accounting tools, all from the same place you run your business.

Powering Your Business with Kajabi Payments

• Invoicing: Create, send, and manage invoices directly within Kajabi, making billing straightforward.
  
• Kajabi Cart (Beta): Tackle cart abandonment and boost sales by bundling products and offering discounts.
  
• Accounting Integrations: Connect with leading accounting software, keeping your finances in check.
  
• Automated VAT: Automatically calculate VAT at checkout, saving you the hassle.
  
• Dispute Dashboard: Address payment disputes effectively with our comprehensive dashboard.

Let's Get Started

Start using Kajabi Payments today and take your business further.

Want to Learn More?

Dive into our on-demand webinar for a detailed setup guide of Kajabi Payments, customized for your region.

This expansion and our latest features are all about providing you with practical tools to manage and grow your business. Join us as we continue to adapt and improve the way you do business.

Tired of navigating complicated payment setups? This webinar is your chance to understand how Kajabi Payments simplifies your business transactions and supports growth. Join Sarah Alfaro, our Senior Account Manager, as she explains the ins and outs of Kajabi Payments.

Here's what to expect in this workshop:

• Understand Kajabi Payments better. Learn how it makes handling transactions easier.
• Explore payment options. Find out about flexible payment methods for your customers.
• Answer your questions. Get straightforward answers in our live Q&A.
• Debunk common myths. Learn the facts to feel confident about using Kajabi Payments.

Last chance to lock in 30% Partner commissions before tiered commissions begin in May. Become a Kajabi Partner Today!

Why Analytics Matter More Than Ever

At Kajabi, we understand that the backbone of every successful online business is not just the content you create but also the insights you gather. That's why we're excited to announce a series of powerful analytics updates, all designed to help you understand and grow your business.

The ability to quickly respond to what's working and what isn't can make or break a business. That's why having real-time, comprehensive analytics at your fingertips is a necessity. Whether it's identifying which products sell best, understanding demographic details, or pinpointing which marketing strategies yield the highest ROI, every piece of data counts.

Recognizing this critical need, we've expanded our capabilities and built out a dedicated analytics team focused on transforming how you interact with your business data. This is a priority for us because we know it's a priority for you—and we're not done yet.

Your Payments Overview Page

• KPIs as Clickable Tiles: Quick access to your most crucial data.
• Organized Reports: Easily find what you need with new categories and simplified navigation. 
• Direct Links: We've streamlined the interface, focusing on what matters most—your transactions.

New Reports

1. Payments by Payment Method: See which payment options are your audience's favorite.
2. Payments by Pricing Type: Understand which pricing models work best for different segments.
3. Gross Revenue Over Time: Track your growth trends and adjust your strategies accordingly.
4. Refunds Over Time: Monitor refunds to ensure customer satisfaction and adjust course offerings.
5. Free Offers Over Time: Gauge the effectiveness of free trials and samples in converting users.
6. Payments by Country & State: Tailor your marketing efforts based on geographic performance insights.
7. Cart Orders Over Time: See total orders processed using Kajabi Cart and spot purchase trends over time. Want access? Apply here to join the beta.

Dashboard Redesign

This upgrade is designed to help you make faster, better-informed decisions that can have an impact on your business’s growth.

We've Got You Covered

These updates are just the beginning. Our newly dedicated analytics team is continuously working to bring you even more tools and insights. We're committed to giving you the data you need to succeed. Our Help Center is always available, packed with guides, how-tos, and articles like this one: Analytics Overview. Whether you're looking to get started with the new features or want to dive deeper into your data, we're here to assist.

Welcome to the latest issue of The Payments Pulse, where we’ll explore new features, dive into real-life stories from creators navigating payment disputes, and share tips on using AI for content creation.