Set Up Customer Payments

When To Use This#

Use this to connect your business's payment account so you can collect payments from customers, and to choose your autopay and automatic-charging defaults.

Before You Start#

• You need owner access. The Customer payments page is owner-only — unlike other

settings pages, managers cannot open it and are sent to the dashboard.

• Connecting payments uses Stripe. Have your business details ready for the Stripe

onboarding steps.

Steps#

1. Open Settings → Customer payments.
2. Choose Connect to start Stripe onboarding, and complete the steps Stripe shows.
3. If you need to finish or refresh onboarding later, use the refresh option to return to

Stripe.

1. Set your autopay default and any automatic-charging options (such as automatically

charging fees or detecting no-shows) to match your business's process.

1. If you turn on scheduled autopay or automatic fee charging, review the confirmation before saving. Saving the setting does not charge anyone now; it authorizes the named automatic action to occur later when an eligible billing record exists.

What Happens Next#

Once Stripe shows your account is ready, authorized staff can collect customer payments. Autopay and automatic-charging settings control later eligibility and automation; merely connecting Stripe or saving a default does not charge a customer.

Troubleshooting#

• If a setting shows an upgrade prompt, that option requires the Pro plan.
• If Stripe setup does not finish, use the refresh option to return to Stripe and complete

any remaining requirements.