Collect a credit card upfront and you’ll never have to think about client payments again. Seriously, we’ll handle it for you!
Just click a button to run the transaction after each session so you’re paid on time and we’ll automatically update your client’s billing ledger so everything is accurate and up to date.
SETTING UP YOUR STRIPE ACCOUNT
Head to your My Account > Settings > Connected Services page and click Sign up with Stripe
You'll be directed to the SimplePractice Stripe signup page, this should only take a couple of minutes to complete
Make sure to keep the Your Website field populated with the existing information. This is important for client bank statement entries.
RUNNING CLIENT CREDIT CARDS
You can add a payment to your client's account and charge their credit card with the same command. When you add a payment and select Stripe Credit Card as the payment method, the system will add the payment and charge the client's card at the same time. If this is the first time you're running a card for this client, you'll enter the number, expiration date, and CVV into the field that appears. From here on, the card will be stored for future use.
MANAGING CLIENT CREDIT CARDS
Client credit cards can be managed from the client's Edit Client Info > Billing and Insurance page under Credit Cards. You can add additional cards or delete an expired card if you'd like.
Next: 0.4 Send a Client Intake
Quick Start Table of Contents