1.6 Setup Client Rebilling & Wallet

Setting Up Rebilling and Wallet for Clients

Objective

The objective of this video is to guide you through setting up rebilling for clients, inviting them to the dashboard, and helping them set up their wallet for payments.

Key Steps

1. Connect your Stripe account.

2. Access sub-accounts in the dashboard.

3. Enable rebilling by clicking on the three dots and selecting "turn on rebilling."

4. Invite clients to the dashboard using their email for secure account setup.

5. Manage rebilling by setting the pricing (e.g., charging 12 cents per minute).

6. Optionally, set a monthly allowance for clients.

7. Save changes and navigate to the client's account in the dashboard.

8. In the billing section, click on "balance" and add funds to the wallet.

9. Clients can then top up their wallet and set up their payment details.

Cautionary Notes

• Ensure that Stripe is connected before proceeding with setting up rebilling.

• Make sure to invite clients securely to protect their account credentials.

• Double-check the pricing and allowance settings before saving changes.

• Guide clients through the wallet setup process to avoid any payment issues.