Payment Setup Guide
Complete step-by-step guide to setting up Stripe payment processing for your Flowdara practice. Get started accepting secure payments in minutes.
Setup Process
- Log in to your Flowdara dashboard
- Go to Settings → Integrations
- Locate the 'Stripe Payments' card
- Click 'Connect Stripe' button
- Create New Account: Recommended for new practitioners
- Connect Existing Account: If you already have a Stripe account
- Login to Stripe: Access your existing Stripe dashboard
- Enter your legal business name and type
- Provide tax identification number (EIN or SSN)
- Add bank account for payouts
- Upload government-issued ID for verification
- Accept terms of service and compliance requirements
- Most accounts activate automatically when requirements are met
- Some accounts may require manual review (24-48 hours)
- You'll receive email notifications about your account status
- Check your account status in the integrations page
- Configure deposit requirements (percentage or fixed amount)
- Set up refund policies
- Choose payment methods to accept
- Set up automatic invoicing and receipts
- Use Stripe test mode to process a test payment
- Verify payment confirmation emails are sent
- Check that deposits are processed correctly
- Test refund process if applicable
Account Setup Options
- Simplified onboarding process
- Automatic account setup
- Guided verification steps
- Direct integration with Flowdara
- Use your existing Stripe account
- No need to create new account
- Immediate activation
- Unified payment management
Required Information
- Legal business name
- Business type (Individual/Company/LLC)
- Tax identification number (EIN or SSN)
- Business address
- Bank account number
- Routing number
- Account holder name
- Account type (checking/savings)
- Government-issued ID (driver's license or passport)
- Proof of address
- Social Security Number (for individuals)
- Business registration documents (for companies)
Security & Compliance
Enterprise-Grade Security
Troubleshooting
Account activation delayed
Some accounts require manual review by Stripe. This typically takes 24-48 hours. You'll receive an email when your account is activated.
Verification documents rejected
Ensure documents are clear, legible, and match your business information. Upload high-quality images and verify all information is correct.
Bank account connection failed
Double-check your account and routing numbers. Ensure the account is in your name or business name. Contact your bank if issues persist.
Payment processing errors
Verify your Stripe account is fully activated. Check that all required information is complete. Contact support if errors persist.
Related Documentation
Ready to Get Started?
Set up Stripe integration to start accepting secure payments for your services