The purpose of this article is to help you understand:
- How admin can allow providers like yourself to connect your bank account
- How to connect your bank account to receive payments
Before you can receive payments through BookingKoala, the admin must first set up and integrate Authorize.net with their account. If they have not done so already, they can click here to follow the step-by-step guide.
Admin must give permission for providers to connect their own bank accounts. To enable this, they can go to:
Settings > General > Store Options > Providers > Bookings
Expand this section and scroll down to where it says "Would you like to allow your providers the ability to edit their profiles?" and select "Yes".
Then click the blue "Save" button at the bottom of the page.
Connecting Provider Bank Accounts (Provider Instructions)
Once the admin has set up and connected their Authorize.net account, you are ready to connect a bank account so you can receive payments.
If you would like the admin to help link your bank account, they can click here to view detailed instructions.
To begin, sign in to your BookingKoala provider dashboard in the app or via a web browser. Click on the "Profile" tab, then select the "Payment Processor" tab.
There will be several boxes to fill out in order to set up the bank account.
- Enter your name exactly as it appears on your bank account.
- Select the account type for your bank account. The options are:
- Business Checking
- Enter the bank account's routing number. Routing numbers are 9 digits long and can be found:
- On the bottom left corner of a check or deposit slip.
- On most mobile banking apps. You can google your bank's name and "Where to find my routing number?".
- On some bank statements. Look for the number near other personal information like your name, address, and account number.
- By calling or visiting your bank. After providing proof of identification and account ownership, most banks will be able to provide the routing number to you.
- Enter the bank account number. Bank account numbers vary in length and can be found:
- On the bottom of a check to the right of the routing number.
- On most mobile banking apps. You can google your bank's name and "Where to find my bank account number?".
- On some bank statements. Look for the number near other personal information like your name, address, and routing number.
- By calling or visiting your bank. After providing proof of identification and account ownership, your banks will be able to provide the account number for you.
Once each component has been entered into the boxes, click the green "Save" button at the bottom of the page.
A green system alert will appear in the top center of the page letting you know the account has been connected successfully.
The bank account's routing and account numbers will be partially obscured to protect your information. If you have made a mistake or would like to change the bank account connected to your account, click the yellow "Edit" button.
You are now ready to receive direct deposits from the business!