Step-by-Step Setup Guide

Set Up Stripe Connect for Client Billing:

Stripe Connect enables you to accept card payments from your clients. This is separate from your BuildStability subscription — you don't need Connect to subscribe to the app. Already use Stripe? Setup is even faster — we pre-fill your details.

Follow these steps to connect your Stripe account and start managing client memberships:

Step 1: Navigate to Membership Plans

1. Click Business in the main navigation menu 2. Select the Membership Plans tab 3. You'll see a section prompting you to connect Stripe 4. Click "Set Up Client Memberships" or "Continue Stripe Setup" button (if partially set up)

Step 2: Start the Connection Process

1. Click the "Set Up Client Memberships" or "Continue Stripe Setup" button 2. A modal will appear with important information about Standard accounts 3. Review the Standard account benefits (recommended - no additional fees) 4. Click "Connect to Stripe" button 5. BuildStability will create a Stripe Connect Standard account for you 6. You'll be redirected to Stripe's secure onboarding page 7. Note: Your business information (name, email) is automatically prefilled

Step 3: Complete Stripe Onboarding

Stripe will guide you through these steps:

A. Email Verification

- Enter your business email address - Verify your email through the link Stripe sends - This email is used for account notifications

B. Business Information

- Business name (prefilled from BuildStability) - Business type (Individual, Company, Non-profit, etc.) - Country and business address - Tax ID or business registration number (if applicable)

C. Identity Verification

- Personal information (name, date of birth) - Government-issued ID (driver's license, passport, or national ID) - Photo verification (may be required) - Note: This is required by law for financial compliance

D. Bank Account Details

- Bank account number - Routing number (or equivalent in your country) - Account holder name - Critical: This is where your payouts will be sent

E. Business Details (if applicable)

- Business website URL - Business description - Industry category - Additional verification documents (may be required)

Step 4: Complete Onboarding

1. Review all information for accuracy 2. Accept Stripe's terms of service 3. Submit your information 4. Wait for verification (usually instant, but can take up to 24 hours)

Step 5: Return to BuildStability

1. After completing Stripe onboarding, you'll be redirected back 2. You'll see a success message confirming your connection 3. Your dashboard will update to show billing is set up 4. The "Set Up Billing" step in onboarding will show as complete ✅

Step 6: Track Your Progress

1. If your account is partially set up, you'll see a progress indicator in the Membership Plans tab 2. The progress bar shows your completion percentage 3. Individual steps show: Account Created, Business Information, Stripe Verification, Bank Account Setup 4. Complete any outstanding requirements shown in the progress indicator

Step 7: Verify Connection

1. Go to Business → Membership Plans tab 2. You should see your Stripe account status as "Connected" and "Ready" 3. You can now create services and manage client memberships!

What Happens Next:

- ✅ You can create membership plans and subscriptions - ✅ You can set up group class pricing - ✅ Clients can purchase services - ✅ Payments are processed automatically - ✅ Revenue appears in your dashboard analytics

Pro Tip: Keep your Stripe account information up to date. If your bank account changes, update it in Stripe to avoid payout delays.