Stripe Integration Settings
In this tutorial, we will show you how to integrate Stripe payments into your platform so that your members can manage their payments and billing. The process involves several steps, which we will explain below.
Step 1
Enable Stripe Integration. To enable Stripe integration, you need to go to your platform's settings and select the option to enable this feature. Enabling Stripe integration means that your members can pay their subscription through Stripe.
Step 2
Fill in your Stripe Keys and web hook. To complete the integration, you need to fill in your Stripe Keys and webhook information and click "Connect". With a sucessful connection, it will be shown "Active" on the top-right side. You can obtain this information from your Stripe account by visiting the following links:
- Live API Keys: https://dashboard.stripe.com/apikeys
- Live Webhooks: https://dashboard.stripe.com/webhooks
Step 3
Allow Clients to Update the Billing Info and Payment Methods. If you want your members to manage their payments, turn on this option and configure a Stripe Account (see the lesson on that).
Step 4
Subscription plans. After enabling Stripe integration and filling in your Stripe Keys and webhook information, you need to choose a product or plan that you have created in Stripe.
You can add multiple plans with different options and each one has is own checkout link, but you have to choose the default plan to be on your clients checkout page.
You will need to click "Add New Plan" to start creating a new subscprion plan for your clients.
Step 5
Add or Edit a Subscription Plan. You can add a plan by clicking on the "Add New Plan" button, or edit an existing plan by clicking on the pen icon on each existing plan. By doing so a window will show with the plan options.
Step 6
Editing a Subscription Plan. First you you need to choose a product or plan that you have created in Stripe. This will associate the product or plan with your white-label product and charge your members accordingly.
Only plans with a monthly interval are valid as offered plans to sub-accounts. You can add products and plans to your Stripe account at https://dashboard.stripe.com/products?active=true.
Step 7
Set an Optional Additional Product. In this step, you have the option to select an additional product from your Stripe account that can be associated with a subscription plan and billed only once, at your new client's checkout. This feature can be useful for implementing an activation fee, for example.
Step 8
Set a Discount. In this step, you can add a percentage discount to be applied to one or more months of the subscription. After the discount period ends, the regular price will be applied.
Step 9
Add Products to New Members. Within the "Add Products to New Members" dropdown menu, you can choose the products you wish to include in your members' sub-accounts. Feel free to add as many products as needed.
Step 10
Add Pipelines to New Members. In the "Add Pipelines to New Members" dropdown menu, select the pipelines that you want to be added to your members' sub-accounts. You can include as many pipelines as required. These pipelines, along with any assigned message templates, will be made available in your members' sub-accounts.
Step 11
Set a WebHook for a external service. If you want to send your new client's information to other external services, you can enter the webhook provided by those services in this step. By doing so, when your new client checks out, the relevant data will be sent to the external service through the specified URL.
Step 12
Add a GoHighLevel Sub-Account. In this step, you can automatically create a sub-account for your clients at checkout if you have a GoHighLevel integration set up in the 3rd Party Integrations settings. To enable this option, simply check the corresponding box.
Step 13
Update your changes. Once you have completed the above steps, don't forget to hit the "Update" button to save your changes.
In conclusion, integrating Stripe payments with your platform is a straightforward process that can greatly benefit your members by allowing them to manage their billing easily. By following the steps outlined in this tutorial, you can successfully integrate Stripe payments into your platform. If you have any questions or encounter any issues, don't hesitate to reach out to our support team for assistance.