How to connect your Stripe account

Below you will learn how to create or connect a Stripe account so you can automatically receive payments from OpenCarpet and OpenMaid.

You can connect your Stripe account in a few different ways.

  • You can connect an existing Stripe account to your BookingKoala account.

  • You can create a new Stripe account and connect it with your BookingKoala account.

Create and Connect a New Stripe Account (Cleaner Instructions) 

To create a Stripe account and connect it to your BookingKoala account, sign in to your BookingKoala dashboard via the BookingKoala for Providers app or using a web browser.   

After you login, on the left click on the "Profile" tab.  Then, click on the "Payment Processor" tab. In the section below, click on the blue "Connect with Stripe" button. See example below:

A pop-up window will appear. If no window pops up in a web browser, please check your internet browser settings and allow pop-ups from this site.  

Next, enter your email address into the "Email" box and click the blue "Continue" button. 

Then, create a password for the account. This can always be changed later on.

Enter your phone number. This will be used to enable two-step verification, which is required by Stripe. You must enter a valid phone number that you have access to in order to proceed.  Then click the blue "Send Text" button to send out the verification code to the phone number.

Once you receive the 6-digit verification code, paste it into the boxes below. The next step will appear automatically upon entering the correct code.

The following page will display an emergency backup code. This code is used in case of an emergency if you need to reset your password but no longer have access to your phone number.

Click Copy Code or Download Code and store in a save place. Then, click the  "Next" button.

Next, fill out the following questions about yourself. As a contracted cleaner with OpenCarpet you are considered an individual business. When prompted you will enter your social security number.

Select your country.

  1. Enter your full address.

  2. Select the type of business you have.

    1. Most accounts will be set up as an "individual" if you have not filed paperwork to register as a business.  

    2. If you do have a registered business, select "company" and pick which business structure you use.

You can also select "nonprofit organization" if applicable.

Then, click the blue "Continue" button. 

Enter your first and last name. 

  1. Enter your best contact email address. 

  2. Type in your date of birth.

  3. Enter your contact phone number.  

  4. Enter the last four digits of your security/tax id (SSN if in the USA).  

Then, click the "Continue" button.

Select the industry of the business. In this case you will select : Software  

  1. Enter our business's website URL: www.opencarpet.co

  2. You will enter a short description of what goods or services are offered by OpenCarpet. In this case you will write "Commercial and residential cleaning services"

Click the "Continue" button.  

Next, you will provide more information about who OpenCarpet’s customers are, what we offer “sells”, and when customer payments are collected. In this case you will select “ Your customers pay before they receive the product or service”

Click "Continue".  Next, connect your checking account to receive automatic direct deposits.

You can click "Enter bank details manually instead" if you would like to manually enter the routing and checking numbers, or, use the search bar to look up your bank and log in to connect your account.  

If you are entering the account details manually, a separate pop-up window will appear where you can enter your routing and checking account numbers.  

Click the blue "Save" button.  You will now see your bank account listed in the pop-up.  Select it and click "Continue".

If you are logging into your online bank account, follow the prompts until you reach the "Success" window.  Click "Done" to proceed.

Next, enter a: 1. "Statement Descriptor" and a 2. "Shortened Descriptor" into the first and second boxes. This will appear on the customer's credit card they are charged for your services.   

Scroll down and enter the 3. "Customer Support Phone Number" and 4. "Customer Support Address", then click the "Continue" button.  

You will be brought to a final review page to confirm the details you have entered. 

Scroll to the bottom of the window and click the blue "Submit" button to finish creating and connecting your new Stripe account. 

Give the system a moment to load while the connection takes place.  Please do not close or refresh the page until it finishes loading. Once the connection is complete, the pop-up will display this message:

You can now close out this pop-up window. If you refresh the "Payment Processor" tab of the provider's dashboard, you will now see a message that says "Connected with Stripe".  You are now ready to receive direct deposits from OpenCarpet!