Once logged into your provider account:
- Navigate to “Settings” on the top of your page
- Select the “Billing” Tab
- Select “Sign Up with Stripe” (if you already have a personal Stripe account, click "Log In")
- You will be taken to Stripe's site to fill out information for your merchant account.
- The "Statement descriptor" field is what will allow you to personalize what shows up on your client's billing statement. To reduce confusion and potential disputes you will want this to be the most recognizable name associated to you and/or your practice
- Upon completion, you'll automatically be taken back to your portal
- IMPORTANT: Check your email associated with your new Stripe account to confirm your email and finish setting up your account
- Please also be sure to fill out the Public Business Information portion of the sign up.
- If you had an account balance before activating this new account, you may notice that your account balance in WeCounsel has gone to $0.00. This is because it's now pointed to your new account. You will still receive your previous account balance on the normal payout date. All future session fees will go to your personal Stripe account.