In this guide, we'll walk you through the step-by-step process of registering the payment system for your out-of-pocket Digital Practice Clients using Stripe.
Stripe
Stripe is the platform we use to enable Wellnite users to conduct online payment processing. Their features include creating product bundles, subscriptions, and coupons, that allow you to invoice your clients directly and personalize your services efficiently. The entire registration process should take no more than 10 to 15 minutes to complete.
Step 1 – Log in to Your Wellnite Account
Navigate to wellnite.co
Access your Wellnite account using your login credentials.
Step 2 – Access the Digital Practice Tab
Once you're logged in, click on "Revenue" on the Navigation Menu and select "Digital Practice."
If you don't see the Digital Practice Tab, go to "Profile" and click on "settings" Then scroll to the bottom to find the "Troubleshoot" section and click on "Clear cache."
After clearing the cache, log back in to your account. You should now be able to see the Digital Practice tab. If you still can't find it, please reach out to us at [email protected] for further assistance.
Step 3 – Navigate to "Sign up to Stripe"
After Clicking on "Digital Practice" you will be taken to the digital practice settings page.
Look for the "Sign up to Stripe" button and click on it. This will redirect you to the Stripe dashboard for registration.
Step 4 – Create Your Stripe Account
Enter the email address you’d like associated with Stripe and choose a secure password.
Provide your phone number for verification; Stripe will send you a text message with a code to confirm your identity.
Complete phone verification. Stripe will also provide an emergency backup code—save this code somewhere secure in case you lose access to your phone.
Set United States as your location. Under Type of Business, choose Individual unless you’re registering an established business entity.
Click Continue and enter your personal details: first name, last name, date of birth and home address. If you’d rather not use your personal address, you may use Wellnite’s office address: 2261 Market Street, San Francisco, CA.
Re-enter your phone number and provide the last four digits of your Social Security Number.
Choose Mental Health Services as your industry. For the website field, add your Wellnite Digital Practice link.
Provide a brief product description, such as “Therapy,” then click Continue.
Step 5 – Add Banking Information
Link your bank account to receive payouts. You can connect instantly (if supported) or enter your routing and account numbers manually.
Confirm the account details to ensure your funds are routed correctly.
Step 6 – Provide Public Business Details
Statement Descriptor: Add a recognizable phrase (e.g., “Wellnite Therapy”) that appears on clients’ bank statements. This helps prevent confusion or chargebacks.
Shortened Descriptor: Use a shorter label—like “Therapy”—for places where the full statement won’t fit.
Customer Support Info: Provide a phone number and address for clients who may need assistance. If you prefer not to use your personal contact information, use Wellnite’s phone number and office address.
Step 7 – Review and Submit
Double-check all information—names, addresses, bank details and descriptors to ensure accuracy.
When ready, click Agree & Submit. Stripe will process your application, and you’ll be able to start accepting payments once your account is activated.
To make the process even clearer, we’ve prepared a step‑by‑step video tutorial that walks you through each screen in real time. Feel free to watch it alongside this guide.
Congratulations! You've successfully registered your payment system for out-of-pocket Digital Practice Clients with Stripe. Now you can efficiently manage your invoices and offer personalized services to your clients.
If you encounter any issues during the process, feel free to reach out to our support team for assistance via chat, phone (415) 449-7796, or email us at [email protected]. Happy billing!