Stripe
Stripe is the payment processor behind everything you charge for in Ready Practice — appointment payments, memberships, packages, products, and saved cards. Connecting Stripe takes a few minutes and uses Stripe Connect, Stripe's guided onboarding flow: you click one button, complete Stripe's own signup (or sign in to an existing Stripe account), and Ready Practice is linked automatically. There are no API keys to copy and no webhooks to configure — the platform handles all of that for you.
This page shows you how to connect your Stripe account, how to confirm it's working, and how multi-location organizations can connect a separate Stripe account per location so each location's money lands in its own account.
Before you start
Connecting Stripe requires the right role, and having your business details handy makes Stripe's onboarding much faster.
- You need the Admin role in Ready Practice — the Settings → Integrations page is admin-only.
- Stripe will ask for your business's legal details during onboarding: legal business name, address, tax ID (EIN in the US), and the bank account where payouts should land. You don't need an existing Stripe account — you can create one during the flow.
The connected account is your Stripe account. Client payments settle there and Stripe pays out to your bank on your payout schedule. Ready Practice never holds your money.
Connect your Stripe account
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In the Provider web portal, go to Settings → Integrations. The Payment Processing card at the top shows Stripe with a Connect button.
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Click Connect. Stripe's onboarding opens in a new tab, where you either sign in to an existing Stripe account or create one by entering your business and bank details. This is Stripe's own secure flow — Ready Practice never sees your banking credentials.
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Complete the Stripe flow and return to the Integrations page. The Stripe card now shows a green Connected badge, and a Stripe Accounts list appears below it showing your account with a green status dot and the last characters of its Stripe account ID.
If an account in the Stripe Accounts list shows an amber dot (or "Not connected"), Stripe still needs information from you — usually identity verification or bank details. Charges can fail or payouts can be held until it's resolved. Sign in at dashboard.stripe.com and complete any items Stripe is asking for; the dot turns green once Stripe is satisfied.
Verify it's working
Before you rely on the connection for real charges, confirm the status and run a quick end-to-end check.
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On Settings → Integrations, confirm the Stripe card shows Connected and your account in the Stripe Accounts list has a green dot.
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Open a test client's profile and add a card, or take a small real payment and refund it. The charge appears in your Stripe dashboard within moments — that's your proof the pipeline works end to end.
Multiple locations, multiple Stripe accounts
If your organization runs several locations that keep separate books, you can connect an additional named Stripe account for each location. Your first connection is the default account — it's used everywhere unless you choose otherwise. Each additional account gets an alias (a short internal identifier like downtown) and a display name (what your staff see, like "Downtown Location").
Once more than one account is connected, staff see an account picker wherever money changes hands — when saving a client's card and when charging — so each location's payments route to the right Stripe account and the right bank.
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On Settings → Integrations, under Stripe Accounts, click Add Account. A small form opens.
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Enter an Alias — a short identifier using letters, numbers, and hyphens (for example
downtownorwestside). The alias is permanent and internal, so pick something that clearly names the location. -
Enter a Display Name — the friendly label staff will see in pickers, such as "Downtown Location" — and click Connect Account. Stripe's onboarding opens in a new tab for that account; complete it just like the first connection.
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Back on the Integrations page, the new account appears in the Stripe Accounts list with its own status dot. When it's green, staff can select it when adding a client's card or taking a payment.
You can change an account's display name any time by clicking the name in the Stripe Accounts list and typing a new one — useful when a location rebrands. The alias underneath never changes.
Remove an account
You can remove any additional named account when a location closes or consolidates. In the Stripe Accounts list, click the trash icon next to the account and confirm. Anything that was using that account — saved cards, memberships, services pointed at it — falls back to your default account automatically, so nothing breaks.
Your original (default) Stripe connection has no remove button, because every payment path ultimately falls back to it. If you need to disconnect Stripe entirely or swap the default to a different Stripe account, ask Atlas or contact support and we'll switch it safely.
Security
Card handling is done entirely by Stripe. Card numbers are entered into Stripe's secure elements and never touch Ready Practice servers, which keeps you inside Stripe's PCI compliance umbrella. Ready Practice stores only references — the Stripe customer ID and payment-method IDs — never raw card data. The account connection itself is stored encrypted.
Not sure whether Stripe is set up correctly, or why a charge failed? Ask Atlas — "is Stripe connected?" or "why did this payment fail?" — and it checks your connection status and recent payment activity for you.
Next steps
- Put prices on your services → set service pricing in Memberships & Services so bookings and booking links can actually charge.
- Take payments through a booking link → turn on Collect payment at booking per link in Booking Links.
- Sell memberships and products → build your catalog in the Store so clients can buy in the app with their saved card.