The purpose of this article is to help you learn how to: 

  • Create a Stripe account
  • Flush out any test data
  • Connect Stripe as your payment processor
  • Connect multiple Stripe accounts per location

 

Creating a Stripe account

First, you will need to create a Stripe account if you do not have one already. 

For questions about how to set up your Stripe account, please contact Stripe Support for more information.  

 

Flush your test data

Next, if you haven't done so already, you will need to flush the test data out of the system.  Every new BookingKoala account includes a few fake customers, providers, and bookings to better help you understand the system and test your settings.  It is important to flush the test data before incorporating your payment processor, as any existing bookings with payment options may affect the accuracy of your revenue and earnings reports.  

To flush the test date, go to:

Settings > General > Store Options > Admin Tab

At the very bottom of the page, click the red Flush Test Data button. A pop-up box will appear, confirming you would like to delete the data. Select Yes to continue. 

Please note: if the Flush Test Data button or section is missing, the data has already been deleted and you can proceed with the next step.

 

Find your Stripe API keys and tokens

You will connect your account by entering two special keys from your Stripe account into your BookingKoala settings. 

To locate your keys, log in to your Stripe dashboard and click on the Developers button in the top right corner.

Next, click on API keys from the Developers menu on the left. If you are ready to start collecting real customer payments, you will want to make sure it says "Viewing live API keys" at the top of the screen. 

If it shows you are viewing your test API keys instead, click the "View test data" button to turn it off.  You are also welcome to connect toe test keys if you are not ready to start collecting payments yet.

The two keys we use to connect your account are located in the Standard Keys section. 

  • The publishable key always begins with "pk_live_" and proceeds with a long string of numbers and letters
  • The secret key always begins with "sk_live_", followed by numbers and letters.

For more questions regarding Stripe API keys and tokens, please see Stripe's API keys guide.

 

Connecting your Stripe account to BookingKoala

After locating your API keys, open your BookingKoala in a separate window and go to:

Settings > General > Store Options > Admin

Scroll down to the Connect Payment Gateways section at bottom of the page. Next to the option "Enable or disable your payment processor", click the red "Disabled" button. A pop-up window will appear, click Yes to continue.  

Next, click on the Stripe tab from the side panel. 

Here, you will paste your publishable key into the Publish Key box, and the secret key into the Secret Key box.

Click the blue Save button to connect the account.

 

Linking Stripe to your location(s)

Once you've saved your Stripe keys in the Admin Store Options tab, you will need to make sure your payment processor is linked to your location(s).

If you have not set up your locations yet, please check out the article Setting Up Locations for Every Form.  

To edit your locations, go to:

Settings > Industries > [Industry Name] > Form [#] > Locations

Next, select the Options menu next to your location and click Edit.

Click the blue Next button on the bottom of the first page to proceed to the second page where it says Setup Stripe account

If you have one Stripe account that you will use for all of your payment processing, make sure "No, Use Default" has been selected. Anyone who books within this location will have their card information stored inside the stripe account you just connected in the Store Options settings.  

Some businesses operate with multiple stripe accounts using one for each location. Using a different Stripe account for each location can be helpful for tax purposes or more in-depth income tracking. 

For example, let's say you have a location in Chicago and another in San Diego. If a client books for the San Diego location, their cards will be stored in the San Diego Stripe only. If the same customer creates a new booking in Chicago, the card will be saved into the Chicago Stripe account separately.  

If you have multiple stripe accounts, you can select the "Custom" option to set up which location is associated with each account.  

To connect a different Stripe account, you will again need to use the Publish/able key and the Secret key as found in the API Keys tab under the Developers section in your dashboard.  In addition to that, you will also enter the client ID.

To locate the client ID, click on the Settings wheel icon on the top right side of your Stripe Dashboard.

Under the Product settings section, find the Connect box and click on Settings.

Scroll down to the Integration section and check to ensure you are viewing the live client ID, as opposed to the test data.  If you are connecting a test account, click the toggle to View Test Data instead.

The client ID will always begin with "ca_" and then a long string of letters and numbers.

Paste the ID and keys into the correct boxes, then click the blue Update button.  This location will now have a custom Stripe account linked.

Once your Stripe account(s) are set up in your locations, you will be able to collect credit and debit cards from customers.  Each time a user is charged, the amount will be deposited into your Stripe account. From there, you can decide how you would like your funds to be deposited.

For instructions on how to link your bank account(s) and set up payouts, please click here.

Please make sure your Stripe account is confirmed and activated to avoid future errors. Follow the information in your Stripe account or contact Stripe Support to make sure your Stripe account is live and ready to go.