How to Set Up and Connect Your Stripe Account to Practice by Numbers
1. Navigate to Stripe Settings: Go to Settings > Connect to Stripe.
2. Login or Create a Stripe Account:
On the Stripe login page, enter your current email address.
If you already have a Stripe account, you'll be prompted to enter your password.
If you don't have an account, you can create one by setting a password.
3. Secure Your Account:
Enter your mobile number for security verification.
You'll receive a text message with a code.
4. Enter Verification Code:
Input the code you received via text message.
5. Receive Backup Code:
After entering the verification code, you'll receive a backup code for additional security.
6. Enter Business Details:
Provide your business address and type.
7. Enter Additional Business Details:
Fill in information such as Business Name, EIN, Doing Business As (DBA) name, and industry.
8. Enter the Account Owner's Details:
Provide personal details for the account owner.
9. Enter Bank Account Information:
Input your bank account details.
10. Enter Customer Support Information:
Provide information about your customer support and payment descriptors.
11. Review and Submit:
Review all the information on the Review Details page.
If everything is correct, click Submit at the bottom of the page.
Your Stripe account is now connected to Practice by Numbers.