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 "Account" and select "Digital Practice."
If you don't see the Digital Practice Tab, go to "Profile" and scroll to the bottom to find "Troubleshoot" and "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 Revenue and Sign up to Stripe
Click on "Digital Practice" and then select "Revenue."
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 a Stripe Account
Input your email and set a password for your Stripe account.
Provide your phone number for verification purposes. You'll receive a verification code via text.
Complete the phone verification process and note down the emergency backup code provided. This code can be used in case you lose access to your device or account.
Fill in your location as United States and select "Individual" for the type of business, unless you are registered as a business entity.
Press "Continue" and provide your personal details, including First Name, Last Name, Date of Birth, and Home Address.
If you prefer not to share your home address, you can use the Wellnite address: 2261 Market Street, San Francisco, California.
Input your phone number again and the last four digits of your Social Security Number.
Under "Industry," choose "Mental Health Services," and under "Website," add your Wellnite's Digital Practice Link.
Enter a product description, such as "Therapy," and click "Continue."
Step 5: Add Bank Account Details
Connect your bank account to receive payouts from Stripe. You can link your account directly or input your bank details manually.
Step 6: Provide Public Details
In the "Statement Descriptor" field, add a recognizable description that will appear on your clients' bank or credit card statements to avoid disputes.
In the "Shortened Descriptor" field, be more specific with a descriptor like "Therapy."
Enter the customer support number and address. You can use the Wellnite address if you don't want to share your own.
Step 7: Review and Submit
Double-check all the information you've entered to ensure there are no errors or missing details.
Click "Agree & Submit" to complete the registration process.
To help you visualize and navigate better, we have prepared a video alongside the 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!