[CAD] Get Started Using Owl's Integrated Payments by Stripe

Getting set up to accept payments from your clients via Stripe is quick and easy!

Table of Contents

Before you Start

Signing up for Stripe

Troubleshooting

What information and documents do I need to sign up for Owl Integrated Payments?

To sign up for an account and begin processing payments, we require some information about you and your business. Be sure you have the following information readily available before you start, in order to expedite your application:

• Mobile phone number (your preferred number to receive text messages for verification)
• E-mail
• Business Name
• Business Address 
• Practice Owner's Name, Address, & Date of Birth 
• Bank Account Information including Transit, Institution and Account Number

Common follow-up requirements include photo identification documents and address verification.

How do I sign up for the Stripe Integration?

1. Login to your Owl account and go to Settings > Payment Details > Stripe
2. Click the Connect with Stripe button. This button is only visible to Practice Owners. Therapists and Office Admins do not have the user permissions needed to setup or disable the Stripe connection.
   
   Clicking this button will redirect you to the Stripe merchant application page within your current browser tab.
3.  On this page, you will need to enter your phone number (mobile) and e-mail address:
4. Enter the verification code that was sent via text message to the phone number you entered. You can resend the code if you're having difficulties 
   
   
5. You will be redirected to Stripe within the same tab Next, enter the information that best describes your business type in the fields provided:
   
   
   Note: Your progress will be saved automatically on each page, enabling you to return to the application at a later time if needed.
6. Business or Personal Details
   
   1. If you've selected Company as your business Type, you'll be asked for your business name and address:
      
      

      Note about Statement Descriptors

      A statement descriptor is what will be shown on your client's bank account or credit card statements when you charge them through Stripe. What you input into the "Legal business name" field will be the statement descriptor for your transactions should you choose to leave the "Doing business as" (optional) field blank. If your Legal business name is lengthy or might not be recognizable to your clients on their statements, you can use the "Doing business as" field to create a more pointed and specific statement descriptor.

   2. If you've selected Company as your business type, you'll be asked to provide the details of the business Owner or Administrator who will be managing the Stripe account and overseeing the payments and/or reconciliation process for the practice:
   3. If you've selected Individual or Sole Proprietorship then you will need to provide personal details about yourself as the Practice/Business Owner:
      

      Note about Statement Descriptors

      The statement descriptor (what is shown on your client's bank or credit card statements) will be displayed as the First and Last Name entered here 

7. Next, you'll need to enter the bank account details for the bank account where your payouts from Stripe will be deposited:
   
8. Finally, you'll be shown a summary of the information you've entered. Review it to confirm everything is correct and then click the Agree & Submit button:

   

9. For most applications, the account approval process is nearly instantaneous and you will be able to add client payment methods and accept payments right away in Owl. When you navigate back to your Owl account and go into Settings > Payment Details you will see that your Owl account is now connected with Stripe and enabled for payment processing:
   
   

Why was my account not approved?

As mentioned, most applications are approved instantaneously but there are times when an application will not be approved immediately. In this case, the account status will be Restricted while underwriting and adjudication occurs to validate your application. The most common reason for a Stripe connected account being put on Restricted status is an incomplete application. Be sure to check that you've completed all required fields and have uploaded verifying documentation (e.g. photo identification like driver's license or address verifying documents like office utility bill) to support your application. If we need more information about your business or additional verification, a member of our Customer Advocacy team will reach out to you to request further information. 

If your account still has not be enabled after checking that all requirements have been met, one of our Customer Advocates would be happy to assist you. Please e-mail support@owlpractice.ca with a detailed description of the problem you're facing, and we'll get in touch as soon as possible. 

What do I do if I have issues signing up for Owl's Stripe Integration?

If you encounter any issues during the setup process or have any questions about using Owl Integrated Payments by Stripe, please don't hesitate to contact our Customer Advocacy team by sending an email to support@owlpractice.ca