If you'd like to accept and manage payments through Upheal, the first step is setting up an account with Stripe. Stripe is the secure service we use to process payments.
While getting started with Stripe, you'll be asked for your business information and contact details, and you'll connect a bank account to Stripe. The process should take about ten minutes.
Good to know:
What is Stripe's processing fee?
Stripe's processing fee per transaction is 2.9% of the amount charged to the client, plus $0.30. This applies only to payments made by card online.
There is no fee to create a Stripe account.
Can I still accept and track payments outside of Stripe?
Yes, even if your clients pay you offline outside of Stripe, you can create invoices and track payments in Upheal.
Creating your Stripe account
1. Go to Payments in Upheal
In Upheal, go to Payments in the main menu.
Or, in your Upheal Settings, go to Client payments.
Click Set up Stripe.
This brings you to Stripe's onboarding process.
2. Create and secure your Stripe account
First, enter your email address, and click Continue.
Set a password, and click Submit.
Alternatively, you can sign in with Google.
Set up two-step authentication:
If you want to use an authenticator app on your phone, scan the QR code in the app.
You can also use your phone number or a security key — click your preferred option at the bottom.
Two-step authentication protects your account by adding another layer of verification when you log in.
On the next page, verify your login with the code Stripe provides.
You'll see Your account is secured. There, Stripe gives you an emergency backup code that you can use to unlock your Stripe account in case your device is lost or stolen. Save this code in a safe place.
3. Provide your business information
Now, enter your business location and business type, and click Continue.
Enter your personal details. When you're finished, click Continue.
Enter your industry, website, and product description, and click Continue.
4. Connect your bank account
On the next screen, specify your account where Stripe will deposit client payments:
When offered to connect your bank with Stripe, click Agree and continue. From there, you can log in to your bank and select your account.
Then, you might be offered to "Save account with Link." The service Link is not related or needed for Upheal, so feel free to click Not now.
Once you're connected, you'll see a Success message. Click Done.
Confirm which account you'll use for deposits, and choose a manual or automatic payout schedule. Click Continue.
5. Enter the details your clients will see
Add public details for clients. This information will appear on invoices and other documents you create for your clients.
Address note: If you conduct telehealth sessions only and you don't have a business address or PO box, you don't need to provide a full address, just your city and state.
Optionally, you can donate some of your revenue to Stripe Climate to combat climate change. To skip this, click No thanks.
6. Review and wrap up
Review your information. To change anything, click Edit on the category. When you're all set, click Agree and submit.
Once you're set up, you'll be directed back to Upheal. Stripe will take some time to verify your account. Click Refresh status any time to see the latest update.
If more details are needed, you'll see the message Stripe needs more information to finish setting up your account in Upheal. In that case, click Go to Stripe, and complete your setup.
Once everything is verified, you'll see Stripe account connected in your Upheal payment settings. You're ready to accept and manage payments in Upheal!