How to Set Up a Stripe Account
SOP: Connect Stripe to the App for Credit Card Payments
Objective
This SOP explains how to connect a Stripe account to the app so users or guests can pay by credit card. It also covers enabling saved cards and setting up transaction notifications.
Training Link: https://loom.com/share/b31d28c1eca548cd83b9afa08eb57ef9
Key Steps:
1. Open the Payments settings in Manage Store 0:14
In the app admin area, click Manage Store.
On the right side, select the Manage Payments tab.
Review the available payment options and locate Stripe.
2. Start the Stripe connection process 0:21
In the Stripe section, review any listed fees before proceeding.
Click Connect with Stripe to begin linking the account.
Confirm that you are connecting to the official Stripe website when redirected.
3. Create or sign in to a Stripe account 0:51
If you do not already have a Stripe account, enter your email address and click Continue.
Follow the prompts to create a new Stripe account.
If you already have a Stripe account, enter the email address associated with that account and follow the sign-in or connection prompts.
4. Verify the Stripe account is connected 1:10
Return to Manage Store and open Manage Payments again.
Confirm that the Stripe connection is active by checking for the Disconnect Stripe Account button.
Verify that the payment settings are now available for configuration.
5. Configure saved cards and transaction notifications 1:27
Enable the option to allow users to save their credit card for future purchases.
Add one or more email addresses if you want to receive email notifications for each Stripe transaction.
Enter a phone number if you want to receive text notifications for each purchase.
6. Submit and complete setup 1:48
Review all entered settings for accuracy.
Click Submit to save the configuration.
Confirm the setup is complete and Stripe is ready to process payments in the app.
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