#Setting up stripe account code

Then click the blue ' Send Text' button to send out the verification code to the phone number. You must enter a valid phone number that your provider has access to in order to proceed. This will be used to enable two-step verification, which is required by Stripe. This can always be changed later on.Įnter the provider's phone number. If no window pop up, please check your internet browser settings that you have allowed pop-ups from this site.įirst, enter the email address the provider will be using for the account and click the blue ' Next' button. To begin, open your BookingKoala admin dashboard and go to:Ī separate pop-up window will appear. This can be completed by an admin if they have access to the provider's personal details. If your provider does not have a Stripe account yet, that is okay! One can be created directly from the pop-up in the ' Payment Processor' tab. If you refresh the ' Payment Processor' tab of the provider's dashboard, you will now see a message that says ' Connected with Stripe'.Ĭreating and Connecting a New Stripe Account (Admin Instructions) You can now close out this pop-up window. Once the connection is complete, the pop-up will display this message: Please do not close or refresh the page until it finishes loading. Give the system a moment to load while the connection takes place. Next, select the account you would like to connect to and then click the blue ' Connect' button. Enter the provider's password, then click the blue ' Log in' button.

#Setting up stripe account password

There will be a login page with a password box. Next, enter the email address connected to the Stripe account and click the blue ' Continue' button. If no window pops up in a web browser, please check your internet browser settings and allow pop-ups from this site. Next, click the blue ' Connect with Stripe' button.Ī separate pop-up window will appear. To proceed with connecting a provider's account from the admin dashboard, open your BookingKoala admin dashboard and go to: Now the provider will be able to receive payments from your Stripe account.Ĭonnecting an Existing Stripe Account (Admin Instructions) You will also see that there is a ' Connected with Stripe' message under the ' Payment Processor' tab. Paste the ID into the Stripe account id box and click the ' Save' button.Ī green system alert will appear in the top right corner of the page letting you know the account has been connected successfully. If this happens, you can easily disconnect the account by clicking the red ' X' button under the ' Payment Processor' section and then starting over.įind the ' Provider Stripe Connect' box and click the ' Disabled' toggle button to switch it to ' Enabled'. If you forgot to log out of an account, the wrong Stripe account may have gotten connected. Otherwise, the system will try to connect whichever account you are logged into currently. Providers > Profile > Payment Processorīefore proceeding, make sure you are signed out of all Stripe accounts in your current browser. Once the provider has shared the account ID with the admin, login to the BookingKoala admin dashboard and go to: Copy the ID by clicking the clipboard icon. The account ID will be located in the top right corner of the page and begins with ' acct_'.

Next, scroll down to the ' Business Settings' section and click on the ' Account Details' link. Providers can find the account ID inside their Stripe Dashboard by clicking on the settings wheel near the top right corner of the page. If your provider already has a Stripe account and knows their account ID, the admin can connect to account to their BookingKoala platform using this ID. If you would like your providers to set up their own accounts, click here to learn more.Ĭonnect an Existing Account Using an Account ID (Admin Instructions)

The admin can create a new Stripe account (with the participation of the provider) and connect it to their BookingKoala account.

The admin can connect an existing Stripe account to the provider's BookingKoala account.

Admin can connect a provider's Stripe account in a few different ways. Now that you've set up and connected your Stripe Connect platform, you are ready to begin connecting provider accounts so you can send out their payments.