Connect Stripe to take cards

In Settings, under Payments (Stripe), select Connect Stripe and finish Stripe's sign-up. After that, customers' cards are saved when they book and charged when you complete the job, and the money goes to your own Stripe account.

Before you start

You are signed in as the owner. Only the owner can connect or disconnect Stripe; everyone else sees "Only the owner can change the Stripe connection." Have your business details and the bank account for payouts ready, because Stripe asks for them.

Steps

1. Open Settings and find Payments (Stripe). The badge shows where you are: Not connected, Onboarding in progress, Connected or Needs attention.

2. Select Connect Stripe. You go to Stripe's own pages; answer their questions about your business and bank account.

3. When Stripe sends you back, the badge reads Connected and the line beside it says "Cards are saved at booking and charged when the job is done."

4. If you stop partway, the badge reads Onboarding in progress and the button reads Continue onboarding. Select it to pick up where you left off. If the badge reads Needs attention, Stripe needs more information before it can pay you out; select Continue onboarding to give it.

5. To stop taking cards, select Disconnect, then Disconnect again in the box titled "Disconnect Stripe?". Select Keep connected to back out.

What happens next

• At booking. The customer's card is saved, not charged. The booking page says "Your card is charged after the clean."
• After the clean. When you open the job and select Complete job, the card is charged for the final price. The page confirms "Job complete. The card was charged." A tip is charged with the visit or separately. The money goes to your connected Stripe account, and Stripe pays it out to your bank.
• Refunds. Owners and dispatchers can open the job and select Refund. Leave Amount ($, optional) blank to refund everything, write a Reason, and select Refund.
• Paid another way. For cash, check or Zelle, select Mark paid on the job instead. The customer gets a receipt by email.
• Disconnecting. Jobs with a saved card keep the card, but they cannot be charged until you connect Stripe again, and new bookings do not take cards.

If something goes wrong

• The booking page says "Pay after your clean. We will not ask for a card now." Stripe is not Connected, so no cards are taken. Finish the steps above.
• "Job complete, but the card was declined". The job page shows Charge failed. Select Retry charge, or select Mark paid if the customer pays another way.
• "Job complete. The shop is not connected to Stripe, so the card was not charged." Connect Stripe, then select Charge card on the job.
• A job shows "Charging" for a long time. Leave it alone and check the payment in your Stripe dashboard before trying again.
• You see "Test mode: fake payments". This copy of the app is not using the real Stripe, so nothing real is charged.

Related

Set up your shop for the first booking · Your plan, trial and booking page