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Kate Anderson
kate.anderson@owlpracticesuite.com
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Managing your Owl Stripe Connect Account
Published February 4th, 2025 by Kate Anderson
How do I update my bank account information? If you need to change the account where Stripe deposits your payouts, you can navigate to Settings > Payment Details > Stripe and click on the blue Update Account button. You will be redirected to the Stripe Verification Summary Page, where you can click the pencil icon next to your payout details
Client Coverage
Published February 4th, 2025 by Kate Anderson
You can add the details of your clients’ coverages in two ways: From within the Client Profile By going into the Manage section Please note that TELUS eClaims does not currently support multiple coverage claims. If a client has more than one coverage saved to their profile, you can select only one when creating a claim. Prior to using eClaims f
Stripe Integrated Payment Processing Fees
Published February 4th, 2025 by Kate Anderson
The fees for payment processing with Stripe are as follows: 2.9% + 30 cents for transactions with Canadian credit cards 3.9% + $0.30 for international cards 1% + $.40 for EFT (electronic funds transfer) transactions, no matter the region This fee is deducted at the time of processing by Stripe, prior to being payed out to your bank account. It is i
Processing Refund Transactions
Published February 4th, 2025 by Kate Anderson
Refunds are processed based on receipts and can only be processed from within a receipt. If a payment has been recorded using a credit card or bank account connected via Stripe, it can be refunded the same as any other transaction. There are two ways that you can view a receipt to process a refund: By going to the Client’s Profile > Finances and
Payouts and Reporting
Published February 4th, 2025 by Kate Anderson
Reconciling Payments in Owl with Payouts from Stripe When payments have been processed using Stripe, a reference to the unique Stripe transaction ID is logged in Owl. When viewing Receipts or Refunds that were processed through Stripe you will see the card or account listed as the Payment Method. Hovering over it with your cursor will display the St
eClaims Setup
Published February 4th, 2025 by Kate Anderson
To use Owl’s eClaims feature you will need to be on an Advanced or Professional level plan (Settings > Subscription). You will also need to either create an account with TELUS eClaims, or link your existing account. When eClaims is available in your Owl account, to get started you first need to set up a connection between TELUS and Owl. To connec
Creating a Claim Request
Published February 4th, 2025 by Kate Anderson
You can create two types of claim requests: a Pre-determination, to see how much coverage the client is eligible for; and a Payment, which will submit the client’s claim to apply available coverage from their insurer. You must select one of these options to start a claim request. Pre-determination You can go to Client Profile > eClaims >
Client Portal - Enabling Online Payment Method Pre-Authorization
Published February 4th, 2025 by Kate Anderson
Please note: Before getting started with this feature you will need to have the Client Portal add-on for your Owl Plan and will need to have configured Owl's Stripe integration for your account. When you have the Client Portal setup for online booking and a Stripe integration connected to your Owl account, you can choose whether or not you require
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