WEBVTT 00:00:05.500 --> 00:00:08.439 Hi there, and welcome to this video tutorial. 00:00:08.439 --> 00:00:13.950 Irina here, and in this video, let us learn how to manage Stripe integration in 00:00:13.950 --> 00:00:20.340 Zender in a situation where you have multiple practitioners and they can be connected to their own 00:00:20.340 --> 00:00:27.180 Stripe account through the joint Zender account and how this integration and payments and everything 00:00:27.180 --> 00:00:28.319 else can be managed 00:00:31.700 --> 00:00:37.040 First let us go through a couple of necessary settings that you need to take care of before 00:00:37.040 --> 00:00:41.659 you allow connecting practitioner profiles with their Stripe accounts 00:00:42.340 --> 00:00:46.040 So the first step is to enable a required user 00:00:46.040 --> 00:00:52.299 permission We'll go into the settings menu and here in the team category let's select users 00:00:53.080 --> 00:01:00.240 So what you need to do is to actually open a user profile of a practitioner whose profile 00:01:00.240 --> 00:01:03.139 will be connected with their own Stripe account 00:01:03.560 --> 00:01:09.160 And here we have this permission that needs to be enabled Here 00:01:09.160 --> 00:01:12.300 it is Connect to your own Stripe account So 00:01:12.300 --> 00:01:16.120 let's make it active and save the changes And 00:01:16.120 --> 00:01:21.019 this needs to be done for all the user profiles of the practitioners who will 00:01:21.019 --> 00:01:23.300 be connecting to their Stripe account 00:01:24.339 --> 00:01:26.419 Just quickly jump back here for a 00:01:26.419 --> 00:01:32.040 second Please also don't forget to connect the user profile of a practitioner with 00:01:32.040 --> 00:01:36.180 their default practitioner profile here at the top And 00:01:36.180 --> 00:01:42.680 another thing that needs to be taken care of is to allow your practitioners to access their 00:01:42.680 --> 00:01:44.180 default practitioner profile 00:01:44.360 --> 00:01:50.199 So here on the same menu setting team users we need to go into the user settings menu 00:01:50.639 --> 00:01:55.300 and enable the top switch here and save the changes 00:01:55.519 --> 00:02:02.040 So these are two important configuration settings that need to be taken care of before we 00:02:02.040 --> 00:02:05.839 start connecting practitioner profiles with their Stripe accounts 00:02:07.339 --> 00:02:09.759 So actually we proceed to a practitioner profile 00:02:10.080 --> 00:02:15.380 Let me show you the general account setting where you can see what the status of your 00:02:15.380 --> 00:02:17.000 Stripe integration is 00:02:17.000 --> 00:02:22.139 So if you are a practice manager an account owner or a user with access to the settings 00:02:22.139 --> 00:02:28.479 menu this is where you would go settings payments and Stripe 00:02:28.479 --> 00:02:35.279 And here you will see that you are able to connect to the business default Stripe account So 00:02:35.279 --> 00:02:39.399 this could be a business account that belongs to your practice And 00:02:39.399 --> 00:02:43.000 also here you will see if any of your practitioners have 00:02:43.000 --> 00:02:47.339 been connected to their individual Stripe accounts and they will be listed here 00:02:47.559 --> 00:02:51.100 So all these options are available to you and your users 00:02:52.199 --> 00:02:56.759 So to connect your Zender account to your business default account 00:02:57.020 --> 00:03:04.139 you will just click here on this page connect to Stripe log into your Stripe business account and 00:03:04.139 --> 00:03:06.960 this integration will be processed 00:03:07.100 --> 00:03:11.020 So the whole Zender account will be connected to your business default account And 00:03:11.020 --> 00:03:16.179 now let us have a look at how your practitioners will be connected to their individual 00:03:16.179 --> 00:03:17.520 Stripe account 00:03:17.520 --> 00:03:21.539 To connect a practitioner profile to their individual Stripe account 00:03:21.539 --> 00:03:26.380 a practitioner needs to be logged in into their Zender account And 00:03:26.380 --> 00:03:32.580 remember they need to have permissions to access their profile in Zender and to connect their 00:03:32.580 --> 00:03:34.139 profile with their individual Stripe 00:03:34.139 --> 00:03:36.880 account We have done this in the beginning of this video 00:03:37.259 --> 00:03:43.339 So when a practitioner logs in they will click here at the top right on the business 00:03:43.339 --> 00:03:50.139 name of the account to open the user profile and select practitioner profile When 00:03:50.139 --> 00:03:54.839 they are in their practitioner profile they will click online payments on the menu 00:03:55.300 --> 00:03:58.220 And here they will see this button connect to 00:03:58.220 --> 00:04:04.059 Stripe So they will click on this button enter their Stripe account login details and 00:04:04.059 --> 00:04:08.940 their practitioner profile will be connected to their individual Stripe account 00:04:10.279 --> 00:04:16.160 Wonderful So we have connected our practitioner to their own individual Stripe account and 00:04:16.160 --> 00:04:21.339 we had connected the Zender account to the business default Stripe account Let 00:04:21.339 --> 00:04:26.339 me now show you how you can manage this integration when processing payments and 00:04:26.339 --> 00:04:29.279 saving card details for the clients So 00:04:29.279 --> 00:04:35.980 one of the case scenarios is then when you need to process a payment on the appointment 00:04:36.160 --> 00:04:38.100 using the Zender calendar screen 00:04:38.299 --> 00:04:45.100 So here we will open the appointment panel and click payment method in the invoice section We 00:04:45.100 --> 00:04:51.119 will select credit card Stripe and I want you to have a look at one important thing 00:04:51.119 --> 00:04:56.059 here is the top of this form where you would enter the credit card details 00:04:56.640 --> 00:05:02.459 You have the option to select which Stripe account this payment will be transferred to 00:05:02.459 --> 00:05:09.179 By default this is the practitioner the provider of this service the practitioner who's 00:05:09.179 --> 00:05:14.940 linked to this appointment and this practitioner has the individual Stripe account connected 00:05:15.420 --> 00:05:23.260 So in this case the payment will be by default directed to the practitioner's 00:05:23.260 --> 00:05:29.920 Stripe account but you have the option to select business default if you need to direct this payment 00:05:30.140 --> 00:05:32.760 into the business default account 00:05:34.519 --> 00:05:39.260 And then you will just enter the credit card details of the client and click pay to process 00:05:39.260 --> 00:05:40.440 the payment 00:05:40.440 --> 00:05:46.770 If the securely stored card details switch is enabled the card details will be 00:05:46.770 --> 00:05:50.079 saved in the Stripe account which is selected here at the 00:05:50.079 --> 00:05:56.059 top So if the practitioner's Stripe account is selected the credit card details of this client 00:05:56.059 --> 00:05:59.899 or bank card details will be saved in the practitioner profile 00:06:00.100 --> 00:06:05.179 If you selected the business default then the card details will be stored in the business 00:06:05.179 --> 00:06:08.540 default Stripe account Right 00:06:08.540 --> 00:06:13.229 so the card details are in we have selected the Stripe account to pay these 00:06:13.229 --> 00:06:16.329 two and all you need to do is just click pay 00:06:24.969 --> 00:06:28.969 I'll show you the system behavior when you need to process a 00:06:28.969 --> 00:06:35.349 Stripe payment where the service was provided by a practitioner without linked individual 00:06:35.349 --> 00:06:39.149 Stripe account So let's jump to that practitioner's calendar 00:06:39.149 --> 00:06:44.569 open an appointment and here in the invoice section again let's click payment method 00:06:44.569 --> 00:06:49.389 and select credit card Stripe You will see that the default Stripe 00:06:49.389 --> 00:06:54.029 account will be selected as the business default because this practitioner doesn't 00:06:54.029 --> 00:06:58.029 have their own individual Stripe account connected and 00:06:58.029 --> 00:07:04.409 you will just need to collect the card details and process the payment and if the storing credit card 00:07:04.409 --> 00:07:09.309 details option is enabled the card details will be saved in your business 00:07:09.309 --> 00:07:15.209 default account In this part of the video let us talk about the system 00:07:15.209 --> 00:07:20.429 behavior when you have a client portal enabled and your clients are allowed to 00:07:20.429 --> 00:07:25.149 make bookings and or pay for their invoices So what we will do 00:07:25.149 --> 00:07:31.629 let's go to the settings menu and in the schedule category let's select client portal make 00:07:31.629 --> 00:07:37.069 sure that your online bookings and the show invoices page options are enabled 00:07:37.069 --> 00:07:42.389 and let's scroll here to the online bookings So request payment when 00:07:42.389 --> 00:07:49.069 booking setting let's click and set it up as optional or required and 00:07:49.069 --> 00:07:54.069 let's do the same for group class and bookings optional or required and 00:07:54.069 --> 00:07:58.289 save the changes When the clients book an appointment or process a 00:07:58.289 --> 00:08:05.109 payment for an invoice if the provider of the service for that appointment or for that 00:08:05.109 --> 00:08:10.389 invoice have their Stripe individual Stripe account linked the payment will 00:08:10.389 --> 00:08:15.129 be processed and sent to that practitioner's Stripe account If 00:08:15.129 --> 00:08:21.229 the appointment practitioner and the if the appointment practitioner or invoice 00:08:21.229 --> 00:08:27.329 practitioner don't have the individual Stripe account connected then the payment 00:08:27.329 --> 00:08:31.409 will be processed and sent to your business default Stripe account 00:08:34.569 --> 00:08:37.721 The payment will 00:08:37.721 --> 00:08:42.269 be processed and sent to your business default Stripe account The details will be saved either 00:08:42.269 --> 00:08:47.049 in the practitioner's Stripe account if it is connected or in your business 00:08:47.049 --> 00:08:53.089 default Stripe account if practitioners don't have the individual accounts connected 00:08:54.149 --> 00:08:58.169 And now back on our calendar and what I want to show you is the system 00:08:58.169 --> 00:09:03.129 behavior when you are manually adding credit card details to a client profile 00:09:03.329 --> 00:09:08.089 So let's go to that client profile and you can save the details 00:09:08.089 --> 00:09:15.309 manually through the billing setup page Here I go to the saved card 00:09:15.309 --> 00:09:21.249 details and click add card So when you click add card you will have the option where 00:09:21.249 --> 00:09:27.149 to save those card details either in the business default or in a specific practitioner 00:09:27.149 --> 00:09:34.009 profile So once you've entered the details click edit card and 00:09:34.009 --> 00:09:38.789 the card details for this for this client will be saved in the 00:09:39.129 --> 00:09:45.129 selected profile in the selected Stripe account So either practitioner or 00:09:45.129 --> 00:09:51.149 the business default In the last section of this tutorial let me show you how you can 00:09:51.149 --> 00:09:56.089 use automated online forms to collect credit card details of your 00:09:56.089 --> 00:10:00.049 clients and store them securely either in the business default account or 00:10:00.049 --> 00:10:06.109 in the practitioner individual Stripe account So for that you would set up sorry let's 00:10:06.109 --> 00:10:12.309 go to the tools menu and select form designer and here we will need to 00:10:12.309 --> 00:10:17.209 add a special linked field to the online form which we will be using for collecting 00:10:17.209 --> 00:10:23.029 those details So for example let's use the new client intake form and 00:10:23.029 --> 00:10:29.009 all we need to do is just add a new field Quickly scroll down here Okay 00:10:29.009 --> 00:10:35.109 so click add field and we need to select the linked profile field option and 00:10:35.109 --> 00:10:45.349 here we will select the credit card Stripe field and save the changes Okay and now we can 00:10:45.349 --> 00:10:51.269 embed this template this online form into our communication templates 00:10:51.269 --> 00:10:57.849 and for example we can create a welcome email and embed there our online forms 00:10:58.509 --> 00:11:03.489 So what you'll do just click available merge fields select links to online forms and 00:11:03.489 --> 00:11:10.149 just copy the merge field code for the online form that has the 00:11:10.149 --> 00:11:15.229 credit card details field added So you'll just add it to your template and 00:11:15.229 --> 00:11:21.349 save the changes and now you will be able to use this email template to set up for example 00:11:21.349 --> 00:11:27.009 the new client automation or the client portal notification to 00:11:27.009 --> 00:11:33.069 new clients when they register themselves and also to manually send this online form 00:11:33.069 --> 00:11:38.750 to the client through the client communication option through the client profile 00:11:39.069 --> 00:11:44.250 And in this case when clients submit the form fill out the details provide their 00:11:44.250 --> 00:11:50.609 credit card details the details will be saved either in the client's 00:11:50.609 --> 00:11:55.529 primary practitioner profile if that practitioner has their individual 00:11:55.529 --> 00:12:00.309 Stripe account connected If they don't have an individual Stripe account then 00:12:00.309 --> 00:12:08.229 the client card details will be saved in your business default Stripe account So 00:12:08.229 --> 00:12:11.109 that's all for now I hope this has been useful to you Please 00:12:11.109 --> 00:12:17.109 take a look at our knowledge base articles where all this information is also laid out in 00:12:17.109 --> 00:12:21.109 full detail with screenshots and I will see you another time