In your email, click on the link to start your Stripe account setup. Note: this is a one-time-use standard onboarding link that expires after 7 days.

You will be asked to enter an email address for this new account; the email entered should be that of the Business Owner or someone with significant management responsibility for the property.

Once an email address is entered, click the Continue button

Enter a secure password for your account, and then click the Continue button.

If 2-factor authentication is required, you can choose to setup 2 factor via Text, Authenticator App or via Security Key.  You will need to select an option and then select "Next" to enter the Security Code provided.

After entering the Security Code, select "Next" and you will be provided with an emergency backup code (this should be stored somewhere safe in case you ever get locked out of your Stripe Account)  

Select "Next" to continue.

Follow the steps on each page to compete the required business information, such as:

• Business Details including Address, Phone Number, Tax Number, etc...
• Personal Details including Address, Phone Number, Position, etc...
• Bank Account Information
• Public Details for Customer (ie:  what name should appear on CC Statements, Customer Support Phone Number)

If your are unsure about the "Type of Business"you should select, please review the following Stripe guidelines:

• https://support.stripe.com/questions/selecting-a-business-type-and-business-structure
• https://support.stripe.com/questions/types-of-business-and-structure-guidelines-in-canada

OPTIONAL: You can choose to take part in Stripe Climate or select "No Thanks" to continue

Finally, you will review all the details entered and select the Agree & Submit button to confirm the information and submit your application for an account.

A message will then appear advising that the onboarding process is complete.  

When you complete you Stripe Account Onboarding, you will receive an email from Stripe asking you to "Verify your email" - click on the "Verify email" button in this email to Confirm email address and login to Stripe.

When you log into Stripe for the first time, if additional information is required, a warning will appear at the top of the webpage.  

Below is an example of one of the warnings that could appear.  This warning states "Payouts paused until requirements met", we will select "Add information" in order to provide the requested information.

Below is an example of what you may see when information is missing.  You would select "Update" to add the missing information.

Below is an example of some Additional Information that may be required.  In this case, Proof of Address & Proof of Identify is required.  You would select the "Upload document" buttons to upload the requested information.

When "Upload document" is selected, another window will appear advise what is required.  Below is an example of the screen that would appear if ID Verification is requested.

And below is an example of what would appear if Proof of Address is requested.

Once the requested Additional Information has been added, select the Submit button to send this information to Stripe.

These final steps should be completed prior to Activating your Stripe integration with RoomKeyPMS.

Login to the Stripe portal:

1. In the Settings menu, select Profile
2. Select the Edit button
3. In the Name field, enter the username for your account

In the Stripe portal:

1. In the Settings menu, select Settings
2. In the Business Settings section, select Account details

Account Details

• Account Name: this should be the Business Name.  The business name is the legal name or DBA (Doing Business As) name of your company.

• Phone Verification: the Account Owner can add a phone number to this account in order to process payments & manage customer cards directly from the Dashboard.  
• Time Zone: select the Property Time Zone  (must be updated correctly for payouts to process correctly)

Select the Save button to continue.

In the Stripe portal:

1. In the Settings menu, select Settings
2. In the Business Settings section, select Tax details

Tax Details

This information may already be pre-populated based on the information entered during the Account Setup, please verify that everything is correct.