WEBVTT 00:00:00.000 --> 00:00:10.180 Hello and welcome to a new video tutorial for Zender. I am Irina and in 00:00:10.180 --> 00:00:16.219 this video I will show you how to manage integration of Zender with Stripe if you 00:00:16.219 --> 00:00:20.360 are the sole practitioner in your account or if you are going to 00:00:20.360 --> 00:00:25.379 use just one Stripe account for all the transactions in your Zender account 00:00:27.139 --> 00:00:31.159 First thing you need to do is to connect your Zender account with 00:00:31.159 --> 00:00:36.119 the Stripe account and you can do this through the settings menu Once we 00:00:36.119 --> 00:00:43.099 are here we need to go to the payments tab and select Stripe As you can 00:00:43.099 --> 00:00:49.240 see here on this settings page you can connect your Zender account with your business 00:00:49.240 --> 00:00:55.400 default Stripe account and also if you are a multi practitioner practice then 00:00:55.400 --> 00:01:00.139 each practitioner can be connected to their individual Stripe accounts We will 00:01:00.139 --> 00:01:05.040 discuss that option in a different video and in this video let us just talk 00:01:05.040 --> 00:01:10.120 about the case when one Zender account is connected to one business default 00:01:10.120 --> 00:01:15.059 Stripe account and how you can collect credit card details and process the 00:01:15.059 --> 00:01:21.019 payments once this connection is established It's a very simple process all you need 00:01:21.019 --> 00:01:27.099 to do is just click connect to Stripe in this business default settings option If you 00:01:27.099 --> 00:01:32.000 don't have a Stripe account yet you will be able to set it up when 00:01:32.000 --> 00:01:36.040 you are processing this connection here just follow the prompts If 00:01:36.040 --> 00:01:42.260 you already have a Stripe account you can log in into that account using your login details 00:01:45.739 --> 00:01:48.680 You can also log in using your Zender account Once this connection is being established a 00:01:48.680 --> 00:01:53.459 separate sub account in your Stripe account will be opened for 00:01:53.459 --> 00:02:00.099 this integration for the integration with Zender Once you've connected your 00:02:00.099 --> 00:02:04.199 Zender account with your business default Stripe account you will be able to 00:02:04.199 --> 00:02:09.179 start processing payments immediately So let me show you how you can do that For 00:02:09.179 --> 00:02:18.220 example let us create an appointment select a client select a 00:02:18.220 --> 00:02:27.600 service and save the changes So once the appointment is created and the invoice is generated you 00:02:27.600 --> 00:02:32.320 can just click here in the payment method and select integrated payments 00:02:32.320 --> 00:02:38.149 credit card Stripe You will see this where you will be able to enter 00:02:38.149 --> 00:02:40.750 the card details for this client 00:03:02.210 --> 00:03:07.110 So there you go I'm just using the test details so they're not real but 00:03:07.110 --> 00:03:11.029 you will be entering the details of the card that the client is 00:03:11.029 --> 00:03:17.110 providing you and this is the first option also how you can securely store credit card details 00:03:17.270 --> 00:03:22.089 This switch is on on this payment model by default and if the client gives 00:03:22.089 --> 00:03:27.270 you consent to securely store credit card details when you click pay the 00:03:27.270 --> 00:03:32.729 payment will be processed and also these credit card details of debit card details will 00:03:32.729 --> 00:03:38.110 be saved Please be mindful that due to all the security and payment 00:03:38.110 --> 00:03:44.089 regulations Zender won't be storing this credit card details They will be passed from Zender 00:03:44.089 --> 00:03:48.029 to your Stripe account and this is where the credit card details or 00:03:48.029 --> 00:03:55.130 bank card details of your clients will be securely stored So let's click pay and once 00:03:55.130 --> 00:04:03.050 the has processed you will see that your payment has been generated 00:04:03.050 --> 00:04:08.330 it has been added and you can securely store the credit card details in your 00:04:08.330 --> 00:04:13.210 Stripe account and the payment will be recorded here on the appointment panel and 00:04:13.210 --> 00:04:19.250 also it will be saved and showing in your client profile Please be mindful that 00:04:19.250 --> 00:04:23.410 if you just connected Zender to a Stripe account and you just created 00:04:23.410 --> 00:04:29.739 a new Stripe account Stripe will take up to 7 or 10 business days to run the 00:04:29.739 --> 00:04:35.410 security checks of your new account and after that once the security check 00:04:35.410 --> 00:04:45.250 is passed the first payout will be processed after that period So please don't be alarmed 00:04:45.250 --> 00:04:50.209 that you don't see the payment payout in your bank account right after 00:04:50.209 --> 00:04:58.170 you process this transaction Although once the security check has passed and you 00:04:58.170 --> 00:05:03.109 have an active Stripe account the payout will be processed within the 24 00:05:03.109 --> 00:05:10.149 hours after you've processed the Stripe payment Alright so that's a very 00:05:10.149 --> 00:05:16.209 quick and simple way to process a payment on the client profile and collect 00:05:16.209 --> 00:05:22.059 the credit card details But there are other ways where you can collect credit 00:05:22.059 --> 00:05:28.179 card details of your clients and have them securely stored in your Stripe account 00:05:28.179 --> 00:05:33.260 and this also allows you to process payments with the client not present 00:05:33.260 --> 00:05:37.540 because you have stored their credit card details in your Stripe integration 00:05:37.540 --> 00:05:42.260 and in your Stripe account and it's integrated with your Zender account This 00:05:42.260 --> 00:05:47.519 is very helpful for example to manage no shows or late cancellations 00:05:47.519 --> 00:05:52.220 and you can just process your cancellation fee without the client present or 00:05:52.220 --> 00:05:56.019 if you have telehealth appointments and the client is not physically with 00:05:56.019 --> 00:06:00.059 you you can process those payments after the session just 00:06:00.059 --> 00:06:06.179 using this Stripe integration Please be mindful that you don't have to pay any 00:06:06.179 --> 00:06:12.640 subscription fees to Stripe so you can set this up it's just as a backup payment method for 00:06:12.640 --> 00:06:18.100 the cases like no shows or telehealth when the client is not present So as I said 00:06:18.100 --> 00:06:23.040 there is no subscription fee for using Stripe and there is just 00:06:23.040 --> 00:06:30.220 a fee that is processed for every transaction that you made You are able to see those prices in 00:06:30.220 --> 00:06:36.119 our knowledge base Let's now have a look at other ways of collecting clients card 00:06:36.119 --> 00:06:42.239 details So the first one I want to show you is very convenient by just using 00:06:42.239 --> 00:06:48.519 an online form So what we'll do actually let's go to the tools and then 00:06:48.519 --> 00:06:56.640 select form designer So when you are creating your onboarding forms intake forms or 00:06:56.640 --> 00:07:00.339 you can just have a separate form for collecting credit card details 00:07:00.339 --> 00:07:05.100 and consent for example for processing the online transactions You 00:07:05.100 --> 00:07:10.239 can use a special field that will automatically collect the client's 00:07:10.239 --> 00:07:15.040 credit card details and pass them to your Stripe account securely so that 00:07:15.040 --> 00:07:22.059 nobody is able to have access to those credit card details through the online forms So for example 00:07:22.059 --> 00:07:28.239 let me show you a new client intake form that I have here available 00:07:29.059 --> 00:07:34.320 You can create your own or you can download the form from our templates 00:07:34.320 --> 00:07:41.540 library and when you're working on this form and you have your Stripe integration enabled you 00:07:41.540 --> 00:07:49.099 will be able to add a new field So for example let's do that So I'm 00:07:49.099 --> 00:07:53.159 adding a new field to the form that I have available and I need to select the 00:07:53.159 --> 00:08:00.220 linked profile field option and once I've created a new linked profile field I 00:08:00.220 --> 00:08:05.179 click into the question please select so select the profile field and I will 00:08:05.179 --> 00:08:13.440 select the credit card Stripe details field and I just need to save that 00:08:13.059 --> 00:08:21.239 template So actually when the client is working on filling in this form this 00:08:21.239 --> 00:08:27.359 is what they will see That's the client experience and here 00:08:27.359 --> 00:08:34.260 they will say securely store your credit card details They will click add card and in that add 00:08:34.260 --> 00:08:37.539 field they will just enter their credit card details and click Save 00:08:38.400 --> 00:08:42.099 So once you have set up your form your online forms with 00:08:42.099 --> 00:08:50.320 the credit card details field you will be able to embed those online forms with the credit card 00:08:50.320 --> 00:08:56.219 field into your communication templates So for example we have a 00:08:56.219 --> 00:09:04.000 new client intake email template and here you can just embed your 00:09:04.000 --> 00:09:08.440 intake form So this is how you're doing that You will click available 00:09:08.440 --> 00:09:18.180 merge fields click links to online forms and just copy the online form merge field and 00:09:18.180 --> 00:09:25.059 paste it into the template where necessary So this email I'm showing you is for 00:09:25.059 --> 00:09:33.620 example in my this form with the online 00:09:33.620 --> 00:09:40.020 with the linked field for collecting credit card details for example to client 00:09:40.020 --> 00:09:49.040 portal new client registration when we are sending a notification to a client So it can 00:09:49.040 --> 00:09:54.220 be your like intake email that is sent to the clients who register themselves through the client 00:09:54.220 --> 00:10:03.439 portal And you can just enter say enter your online form merge field to this email And when you 00:10:03.439 --> 00:10:10.120 are allowing clients to register through the client portal this email will be sent to 00:10:10.120 --> 00:10:16.139 the clients and they will be able to submit their credit card details together with other 00:10:16.139 --> 00:10:22.120 details that you are requesting in your online form Now that your communication templates are ready 00:10:22.120 --> 00:10:29.180 and you have embedded the online form with the credit card details filled into those templates here 00:10:29.180 --> 00:10:35.099 is how you could use them So for example we can set up a new client onboarding automation For that 00:10:35.220 --> 00:10:44.059 we will go into settings communication automations And here you will create the new client 00:10:44.059 --> 00:10:55.139 type of automation set up all the conditions that suit your business needs And then once you 00:10:55.139 --> 00:11:04.239 are adding the action type select email and then in the templates select your email template 00:11:04.239 --> 00:11:09.160 that you created for this purpose and which has the online form with the credit card 00:11:09.160 --> 00:11:18.279 details link embedded and save the changes And so next time when you add new clients this automation will 00:11:18.279 --> 00:11:24.000 send them an email with all the requested information from you including the 00:11:24.000 --> 00:11:32.339 request to provide the credit card details You can also use your client portal to collect 00:11:32.339 --> 00:11:39.039 clients credit card details Let me show you how this is set up We'll go into the settings menu 00:11:39.660 --> 00:11:44.479 schedule category select client portal And here let us go to the notifications 00:11:44.479 --> 00:11:52.119 menu And in the new client registration section of notifications you will just select your 00:11:52.119 --> 00:11:59.080 email template where you embedded the intake form that contains the field to securely 00:11:59.080 --> 00:12:05.059 collect clients credit card details So just select the template and save the changes And that's it When a 00:12:05.059 --> 00:12:11.059 new client adds themselves to your account through your client portal the system will 00:12:11.059 --> 00:12:18.199 send them this notification email And when the clients fill in the intake form and submit the information 00:12:18.899 --> 00:12:24.139 everything they submitted through there including their credit card details will be populated 00:12:24.139 --> 00:12:30.039 and the credit card details will be in your Stripe account Also while we 00:12:30.039 --> 00:12:36.199 are talking about the client portal what you also can do here in the online booking settings if you 00:12:36.199 --> 00:12:43.039 allow your clients to do the online bookings you can also request a payment when the clients are 00:12:43.039 --> 00:12:50.179 booking And this is done entirely through your Stripe integration And you have the option to make their 00:12:50.179 --> 00:12:56.300 client bookings optional or required And the same for the group or class bookings 00:12:56.300 --> 00:13:02.059 They can also be optional or required And when the clients process the payment when they are 00:13:02.059 --> 00:13:08.300 booking an appointment with you the option to securely collect and store their card details will 00:13:08.300 --> 00:13:18.660 be enabled on that form The clients will be able to disable that option But this is one of the 00:13:18.660 --> 00:13:25.179 ways of automatically collecting and storing their card details as well Once you've 00:13:25.179 --> 00:13:32.179 set that up just don't forget to save the changes Another feature that helps you to request a 00:13:32.179 --> 00:13:39.299 payment and if the client consents collect their bank or credit card details is through setting up 00:13:39.299 --> 00:13:45.000 the portal deposits To do that you'll go into the settings menu and in the 00:13:45.000 --> 00:13:53.880 billing section let's select services And then the services that are made available on your client portal 00:13:54.119 --> 00:14:02.220 For those you can set up the portal deposit and save the changes When the client selects this 00:14:02.220 --> 00:14:07.440 service to book an appointment with you through the client portal they will be requested to 00:14:07.440 --> 00:14:13.140 pay the portal deposit For that they'll have to enter their credit card details And if they 00:14:14.100 --> 00:14:20.100 consent to save the credit card details securely in your Stripe account for future transactions 00:14:22.399 --> 00:14:28.480 You can also manually collect credit card details without processing a payment 00:14:28.480 --> 00:14:35.640 For that we will just go into a client profile where we need to save those credit card details So 00:14:35.640 --> 00:14:42.059 let's just look up for that client And when we are in their profile we will go into the billing 00:14:42.059 --> 00:14:49.040 setup section and here click add card and you will be able to manually enter their credit card 00:14:49.040 --> 00:14:54.260 details and save them for later use without processing a transaction 00:14:57.399 --> 00:15:03.420 Let me show you how the saved card details will be looking in the client profile So 00:15:03.420 --> 00:15:10.239 we'll go to the billing setup of that client and we will see here in the saved card 00:15:10.239 --> 00:15:18.000 details you will see this entry It will show which Stripe account has been used to 00:15:18.000 --> 00:15:24.000 save the credit card details for this client And you will have the option to update those details or 00:15:24.000 --> 00:15:30.200 to remove them It's all done without you or your team members actually seeing those credit card details 00:15:30.440 --> 00:15:36.040 Everything is securely managed through your Stripe account and you can just 00:15:36.040 --> 00:15:42.040 enter new card details and save them as an update option or remove and this will erase or remove 00:15:42.040 --> 00:15:49.040 the details of client's card in your Stripe account And while we're here in 00:15:49.040 --> 00:15:54.140 the client profile let me just remind you that you can always manually send an email through 00:15:54.140 --> 00:16:00.040 the client's communication menu using the online the communication email templates 00:16:00.040 --> 00:16:07.040 with the online forms which have the credit card details linked profile field entered to those 00:16:07.040 --> 00:16:15.000 online forms We have gone through a lot of information here and now in just to round up this 00:16:15.000 --> 00:16:20.260 video let me show you where the payments that have been processed through the Stripe integration are 00:16:20.260 --> 00:16:27.260 stored in your Zenda account So when a payment is processed either by you through Zenda or 00:16:27.260 --> 00:16:33.059 by through the client portal or through the payment link they will be recorded in 00:16:33.059 --> 00:16:41.420 the pay profile So for example this client has paid for their appointment with Stripe integration and 00:16:41.420 --> 00:16:45.899 all you need to do to see the record of those payments is go to the client profile 00:16:46.200 --> 00:16:54.260 billing and payments part and here you will see the credit card online recorded as a payment 00:16:54.260 --> 00:17:01.119 method So that's the Stripe payment that has been processed What it's important to 00:17:01.119 --> 00:17:07.239 know that it's not possible to edit this payment or to delete it from your Zenda account 00:17:07.239 --> 00:17:12.940 because it's an integrated payment and your records in Zenda have to be the same as your records in your 00:17:12.940 --> 00:17:22.019 Stripe account Also what you can do you can see which invoice this payment has been attached 00:17:22.019 --> 00:17:28.600 to or allocated to and this invoice will be checked and you will see the date when the payment was 00:17:28.600 --> 00:17:34.119 applied and that's the information about the payment that you can see in 00:17:34.119 --> 00:17:42.260 your Zenda account This is all for now Thank you for watching this video Please also check out our knowledge 00:17:42.260 --> 00:17:48.979 base the Stripe integration category We have a lot of detailed information about this integration 00:17:49.780 --> 00:17:54.919 We have a list of frequently asked questions related to this integration I'm sure you'll find 00:17:55.280 --> 00:18:00.299 some useful information there as well and I will see you another time