Overview

Following these simple steps will allow you to be able to connect or create a Stripe account and begin collecting payments through our platform

Guide 📖

Account Configuration ⚙️

You must have Admin or Coordinator credentials to access the Stripe configuration for your account.  To begin click on your user profile from the top right, and select 🔧 Configuration. 

Payments 💰

Next, click on the payments tab from within your account configuration. From here you will have the option to log in to an existing Stripe account or create a new one!

💡 Not seeing the payments tab under your account?  Reach out to your Account Manager to learn more! 

Connect Account 💳

You will need to provide the following information to configure your Stripe profile:

• • Phone number (2FA login with Stripe)
  • Registered business address
  • Type of business
  • Personal details: first, last name, email address, date of birth, SIN
  • Business details: business website, product description
  • Payouts banking details: currency, transit number, Institution number, account number
  • Customer support details: statement descriptor (a statement descriptor is the business name a customer will see on their card statements. Choose a name that’s at least five characters and easy to recognize to avoid potential chargebacks), shortened descriptor, customer support phone number: 18006879288

Stripe Connect 💵

Clicking on "Go to Stripe account" will prompt users to a new browser tab where they can log into their Stripe account. Within their Stripe connect account, providers will be able to:

• • • Monitor all transactions
    • Refund
    • Review charge failed status
      
      

Need A Hand? 🙋🏽🤔

Followed all the steps but still having issues? Feel free to reach out to our support team, we're more than happy to help!