The purpose of this article is to help you understand: 

  • How to connect your provider's Stripe accounts

 

Getting Started

Before you can pay providers via Stripe through BookingKoala, you must set up Stripe to collect payments and charge customers. Click here to learn more.

Next, you will need to set up and integrate Stripe Connect. If you have not done so already, click here to follow the step-by-step guide.

 

Connecting Provider Stripe Accounts

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. Admin can connect a provider's Stripe account in a few different ways.

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

If you would like your providers to set up their own accounts, click here to learn more.  

 

Connect an Existing Account Using an Account ID (Admin Instructions)

If your provider already has a Stripe account and knows their account ID, the admin can connect their account to their BookingKoala platform using this ID. For this,

Step 1: Log into your stripe dashboard i.e. https://stripe.com/

Step 2: Go to the "Connect" page on your stripe dashboard

https://dashboard.stripe.com/test/connect/accounts/overview

 

Step 3: Click on the "Create" button 

 

Step 4: Generate a link with the popup 

 

Step 5: Send the link to the provider and ask your providers to complete the setup and connect.

Providers can find the account ID inside their Stripe Dashboard by clicking on the settings wheel near the top right corner of the page.

Next, scroll down to the "Business Settings" section and click on the "Account Details" link.  

The account ID will be located in the top right corner of the page and begins with "acct_".  Copy the ID by clicking the clipboard icon.  

Once the provider has shared the account ID with the admin, login to the BookingKoala admin dashboard and go to:

Providers > [Provider Name] > Profile > Payment Processor

Before proceeding, make sure you are signed out of all Stripe accounts in your current browser. Otherwise, the system will try to connect to whichever account you are logged into currently.

If you forgot to log out of an account, the wrong Stripe account may have gotten connected. If this happens, you can easily disconnect the account by clicking the red "X" button under the "Payment Processor" section and then starting over.  

Find the "Provider Stripe Connect" box and click the "Disabled" toggle button to switch it to "Enabled".

Paste the ID into the Stripe account id box and click the "Save" button.  

A green system alert will appear in the top right corner of the page letting you know the account has been connected successfully.  

You will also see that there is a "Connected with Stripe" message under the "Payment Processor" tab.

Now the provider will be able to receive payments from your Stripe account. 

 

Connecting an Existing Stripe Account (Admin Instructions) 

To proceed with connecting a provider's account from the admin dashboard, open your BookingKoala admin dashboard and go to:

Providers > [Provider Name] > Profile > Payment Processor

Before proceeding, make sure you are signed out of all Stripe accounts in your current browser. Otherwise, the system will try to connect to whichever account you are logged into currently.

If you forgot to log out of an account, the wrong Stripe account may have gotten connected. If this happens, you can easily disconnect the account by clicking the red "X" button under the "Payment Processor" section and then starting over.  

Next, click the blue "Connect with Stripe" button.

A separate pop-up window will appear. If no window pops up in a web browser, please check your internet browser settings and allow pop-ups from this site.  

Next, enter the email address connected to the Stripe account and click the blue "Continue" button. 

There will be a login page with a password box. Enter the provider's password, then click the blue "Log in" button.  

Next, select the account you would like to connect to and then click the blue "Connect" button. 

Give the system a moment to load while the connection takes place.  Please do not close or refresh the page until it finishes loading. Once the connection is complete, the pop-up will display this message:

You can now close out this pop-up window. If you refresh the "Payment Processor" tab of the provider's dashboard, you will now see a message that says "Connected with Stripe".  

 

Creating and Connecting a New Stripe Account (Admin Instructions)

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.  This can be completed by an admin if they have access to the provider's personal details.

To begin, open your BookingKoala admin dashboard and go to:

Providers > [Provider Name] > Profile > Payment Processor

Before proceeding, make sure you are signed out of all Stripe accounts in your current browser. Otherwise, the system will try to connect to whichever account you are logged into currently.

If you forgot to log out of an account, the wrong Stripe account may have gotten connected. If this happens, you can easily disconnect the account by clicking the red "X" button under the "Payment Processor" section and then starting over.  

Next, click the blue "Connect with Stripe" button.

A separate pop-up window will appear. If no window pop up, please check your internet browser settings that you have allowed pop-ups from this site.  

First, enter the email address the provider will be using for the account and click the blue "Next" button. 

Then, enter a password for the account. This can always be changed later on.

Enter the provider's phone number. This will be used to enable two-step verification, which is required by Stripe. You must enter a valid phone number that your provider has access to in order to proceed.  Then click the blue "Send Text" button to send out the verification code to the phone number.

Once you receive the 6-digit verification code, paste it into the boxes below. The next step will appear automatically upon entering the correct code.

The following page will display an emergency backup code. This code is used in case of an emergency if a provider needs to reset their password but no longer has access to their phone number.

Click Copy Code or Download Code and give it to the provider to store in a save place. Then, click the  "Next" button.

Next, fill out the following questions about the provider and your business.  

  1. Select the provider's country.
  2. Enter the provider's full address.
  3. Select the type of business the provider has.
    1. Most accounts will be set up as an "individual", if they have not filed paperwork to register as a business.  
    2. If the provider does have a registered business, select "company" and pick which business structure they use.

    3. You can also select "nonprofit organization" if applicable.

Then, click the blue "Continue" button. 

  1. Enter the provider's first and last name. 
  2. Enter the provider's contact email address. 
  3. Type in the provider's date of birth.
  4. Enter the provider's contact phone number.  
  5. Enter the last four digits of the provider's security/tax id (SSN if in the USA).  

Then, click the "Continue" button.

  1. Select the industry of your business. If you are not sure, you can select "Software".  
  2. Enter your business's website URL.  
  3. Enter a short description of what goods or services are offered by the business. For example, you may write "Commercial and residential cleaning services" if it is a cleaning company, or "Tutoring high schoolers for their ACT or SAT exam" if it is a tutoring business.  

Click the "Continue" button.  

Next, provide more information about who the customers are, what the business sells, and when customer payments are collected. This can vary depending on the nature of your business.  

Click "Continue".  Next, connect the provider's checking account for direct deposits.

You can click "Enter bank details manually instead" if you would like to manually enter the routing and checking numbers. If the provider is with you, they can use the search bar to look up their bank and log in to connect their account.  

If you are entering the account details manually, a separate pop-up window will appear where you can enter their routing and checking account numbers.  

Click the blue "Save" button.  You will now see the provider's bank account listed in the pop-up.  Select it and click "Continue". 

If they are logging into their online bank account, follow the prompts until they reach the "Success" window.  Click "Done" to proceed.  

Next, enter a: 1. "Statement Descriptor" and a 2. "Shortened Descriptor" into the first and second boxes. This will appear on the customer's credit card when you charge them for your services.   

Scroll down and enter your 3. "Customer Support Phone Number" and 4. "Customer Support Address", then click the "Continue" button.  

You will be brought to a final review page to confirm the details you have entered for your provider. 

Scroll to the bottom of the window and click the blue "Submit" button to finish creating and connecting the provider's account.  

Give the system a moment to load while the connection takes place.  Please do not close or refresh the page until it finishes loading. Once the connection is complete, the pop-up will display this message:

You can now close out this pop-up window. If you refresh the "Payment Processor" tab of the provider's dashboard, you will now see a message that says "Connected with Stripe".  

 

Next Steps

If you would like your providers to be able to set up or connect their own Stripe account, click here.

To learn how to set up provider payments, click here.

To learn how to send out provider payments, click here.  

Please note: Whenever sending out payments to your providers, you will always need to have funds inside your Stripe account otherwise payment will fail.  For example, if you owe someone $500.00, you will need to have at least $500.00 inside your connected Stripe account for funds to be transferred over to a provider.  If you are having issues, please click here to learn more about how standard Stripe accounts work.