Results for “Connect Stripe”
18 articles
- Connect StripeBefore you start Only an owner can connect Stripe , because it decides where the money goes. Everyone else on the team can see the account's status on the Payments page. Have your business details…
- Set up your firmClick Connect Stripe to charge clients for reports and calls. Only the firm's owner can connect Stripe, since payouts go to their bank. Set up bookings. Connect Google Calendar or Outlook, then…
- Payouts"Connect your Stripe account on the Overview tab to see this." Your firm hasn't connected Stripe yet. See Connect Stripe . "An owner needs to connect the firm's Stripe account first." Ask an owner…
- Fix payment problemsYou got an email titled A client couldn't pay … connect Stripe . An order shows Awaiting payment , Payment failed or Not paid on the Orders page. A form's launch checklist says Connect Stripe so…
- Pay for your report"Too many tries from this connection." Wait a few minutes, then open your payment link again. "Online payment isn't switched on for this firm yet" or "Payments aren't available right now." The…
- Offer a call after a formGreyed-out video tools need their account connected first. Add it to the thank-you screen Go to the Build tab. Under Endings , click Thank-you screen . Under Book a call , switch on Let people book…
- How bookings workSee Connect your calendar . Settings: reminders, changes, cancellations and refunds. See Reminders, cancellations and rescheduling . Get set up Until everything is set, the Overview shows Get your…
- Charge for a callBefore you start Connect Stripe. An owner does this once. See Connect Stripe . You can set a price before that, but nobody can pay to confirm until Stripe is ready. You need to be an owner or admin…
- Charge for a reportBefore you start Connect Stripe first. An owner does this once. See Connect Stripe . The form needs a report that goes to the client. A document that only goes to your firm can't be sold. You need…
- Create a workflowIf the workflow sends to another app, such as Slack or Google Sheets, you can connect it along the way. Create a workflow with AI Go to Workflows . Under Create with AI , say what should happen, for…
- Welcome to OneFormAdd your logo, invite your team and connect payments and calendars. See Set up your firm . Nothing reaches a client without you. Reports wait for review unless you turn on automatic sending for a…
- Tour the form builderIf it says Not saved , check your connection; the message under the top bar says why. Undo a change with the arrows in the top bar, or press ⌘ Z ( Ctrl Z on Windows). Redo with ⌘ Shift Z . The keys…
- Publish a formBefore you share it lists each step, such as Payments are ready , Calendar connected and Publish the form . Orange steps stop clients from finishing part of the form. What happens next shows the…
- Is my information safe?Your answers only go to other tools, like the firm's client database or calendar, when the firm connects them. The first and last screens of a form usually show a short line, such as Your answers go…
- Emails OneForm sends for you…When a workflow's email action runs On Form invite When an app connected through the OneForm API asks to send someone a form On Payment received When a client pays for a report Always on Payment…
- From your first form to your first reportWork through anything still marked to do, such as connecting Stripe for a paid report. Click Publish . The form is now Live . Under Share it , copy the link. From a template, the form opens in the…
- Fill in a form from your accountantPlease try again." Your internet connection dropped. Check you're online, then click Submit again. Your answers are still on the screen. "Too many submissions. Please wait a minute and try again."…
- See who did what in the audit logPayments , Bookings , Billing Refunds, Stripe connected or disconnected, booking changes, plan changes. API & webhooks , AI agents API keys created or revoked, AI agents connected or disconnected.…