Onboarding

There are two locations to start the StudioPlus Payments sign up process:

• Home screen in the Services widget. Click XX to get started.
• Maintenance > Preferences > Company Preferences > Payments tab. Click the "Sign Up" button at the top.

Step 3: Sign Up Form

Step 2: Stripe's Onboarding Form

After finishing the initial signup form in Stratus, Stratus will take you to our internal checklist to finish getting Stripe set up. First and foremost on that checklist is to finish Stripe's online onboarding. In the first section, click to Open Link in a browser. You can also copy the link and paste directly if you need to open it in a different location.

You'll be sent to Stripe's onboarding portal. Follow the prompts to fill out necessary information about your business. 

Step 3: Checklist

After filling out Stripe's onboarding information, return to Stratus' "checklist" to finish the remaining steps to get started with StudioPlus Payments.

 

Updating Settings

 

To modify any features from the onboarding checklist, you can update your settings at Maintenance > Preferences > Company Preferences > Payments tab.

• Surcharging - Use this setting if you want to start applying surcharges to credit card transactions to help offset processing fees. Note: Research your region's laws about applying surcharges to clients. Some have limits on how much you can charge clients and when it can be applied. For example, surcharges cannot be applied to Debit cards.
• Surcharge Label - Enter how you want the surcharge to be presented on anything client-facing. This includes printed invoices, web portals, etc. Internal software will always read as "Surcharge."
• Tip Amounts - If you'll be using Stripe's s700 terminal, check here if you want to accept tips during checkout. Additionally, you can pre-determine tip amounts for customers to select.
• "Process Payment Plans using legacy provider" - If you are transitioning from one of our previous credit card processors to StudioPlus Payments and have pre-existing payment plans in the system, check this box to have Stratus keep processing your old payment plans while you transition customers to the new provider.