Stripe: Configure Online Payments
Online payments in Sessions Health are powered by Stripe, a secure and widely used payment processor. You will complete a short onboarding flow in Stripe to verify your business information and connect a bank account for payouts. Once your account is active, you can collect online payments from clients in Sessions Health.
This guide walks you through what you need before you begin, what Stripe will ask for, and how to connect your account.
In this article:
- Video Tutorial
- What You Will Need for Stripe Signup
- Connecting Stripe to Sessions Health
- Confirming Your Stripe Connection
- Frequently Asked Questions
- Related Resources
Video Tutorial
A quick walkthrough of how to connect your Stripe account to enable online payments in Sessions Health.
What You Will Need for Stripe Signup
Stripe will guide you through a short onboarding flow to verify your identity and your business. Having the following information ready will make the process smoother.
ℹ️ Please note that Stripe may adjust their verification requirements from time to time. This guide reflects the most common setup workflow, but your experience may vary slightly.
Business Type and Location
- Your business location
- Your business type
Personal Details
- Your legal name
- Your date of birth
- Your home address
- Your phone number
- The last four digits of your SSN
Business Details
- Your industry
- Your website URL
- A short description of your services
- What you provide
- How clients find you
- How clients are charged
Bank Account for Payouts
- The bank you want to use for payouts
- You can search for your bank or enter details manually
- Routing number
- Account number
Public Details for Client Statements
- A statement descriptor similar to your business name or URL
- A shortened descriptor (optional)
- A customer support phone number and address
Final Review
- All sections must be complete before you can submit your information
- Stripe may request additional documents depending on your business type and location
ℹ️ Stripe handles all identity verification. Sessions Health never stores your bank account or identity documents.
Connecting Stripe to Sessions Health
Follow these steps to create your Stripe account and connect it to Sessions Health.
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Go to Billing Settings > Online Payments.
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Select Get Started.
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A secure Stripe window will open.
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Enter your email and create your Stripe login.
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Verify your email when prompted.
- Complete all requested details in Stripe. Stripe will guide you through several screens. You may see:
- Business type
- Personal details
- Business details
- Bank details
- Public details
-
Tax calculation
- Review and submit your information.
ℹ️ Stripe guides you through each step. You can pause and return later if you need more time to gather information.
Confirming Your Stripe Connection
Once you complete onboarding, you can confirm your connection in Sessions Health.
Check Your Status
- Go to Billing Settings > Online Payments
- Look for the confirmation message that your Stripe account is active and verified
If You See Pending Verification
- Stripe may need additional documents
- Use the link in Online Payments to open Stripe and upload what is needed
Frequently Asked Questions
Why does my Stripe account say Pending Verification?
Stripe may need additional documents to complete your identity or business verification. You can contact Stripe directly if you need further assistance with your account setup: Contact Stripe Help & Support.
How do I fix a bank account verification error?
Double-check your routing and account numbers. If something was entered incorrectly, you can update your bank information directly in Stripe.
What if I don't have a website?
If you do not have a business website, you can use your Client Portal URL after you set up the Client Portal in Sessions Health.
Related Resources
For more help with online payments and Stripe, explore these related resources: