1.3 - Connect Your Stripe Account for Rebilling

Connecting Stripe Account to Assistantz Dashboard

Objective

The objective of this SOP is to guide team members on how to connect the Stripe account to the Assistantz dashboard for the purpose of rebilling clients and managing transactions effectively.

Key Steps

1. Log into the Assistantz dashboard.

2. Navigate to the re-billing section.

3. Click on "Connect to Stripe" to initiate the connection process.

4. Follow the prompts to authorize yourself and select your Stripe account.

5. Click on "Connect" to establish the connection between the Assistantz dashboard and your Stripe account.

6. Once connected, you can begin rebilling clients and managing transactions.

Cautionary Notes

• Ensure that you are logged into the correct Assistantz account before proceeding with the connection process.

• Double-check the Stripe account selected to avoid any errors in connection.

• Do not share your Stripe account credentials with anyone else.