Before you can take patient payments, you connect a Stripe account. Stripe is the payment processor that securely handles the card charge and deposits the money into your bank. Each of your locations connects its own account so payouts stay separate.
This is not your FrontDesk subscription. This is how your patients pay you. Your own plan and card live under Settings → Billing → Subscription.
Where to set it up
Go to Settings → Billing → Payments. (You can also reach it from the Integrations catalog by opening the Stripe card.) You'll see each of your locations with a status.
Connect a location
- Find the location and click Connect (or Finish setup if you started earlier).
- Stripe opens its own secure onboarding pages. You'll provide:
- A support phone number and website (shown to patients on their statement and receipts).
- Your business category, legal business name, and address.
- Your business tax ID (EIN) and the owner's identity details.
- The bank account for payouts — routing and account number.
- Acceptance of Stripe's terms of service.
- When you finish, Stripe returns you to FrontDesk and the location re-checks its status.
FrontDesk never sees or stores your bank or card details — everything sensitive is entered on Stripe's pages.
Hand it off to whoever does the banking
If someone else manages your finances, click Copy setup link on the location and send it to them. They can complete Stripe's verification from that link without logging into FrontDesk.
What the status means
Each location shows one plain-English status:
| Status | What it means |
|---|---|
| Taking payments | Fully connected. You can charge patients and payouts are enabled. |
| Finish setup | Stripe still needs a few details before money can move. Click in to see exactly what's missing. |
| Stripe reviewing | Everything's submitted and Stripe is verifying — no action needed. |
| Payments off | Stripe has disabled charges (usually a missing or failed requirement). Open it to fix the listed items. |
| Not connected | No Stripe account linked yet — click Connect to start. |
When a location is Taking payments, FrontDesk also shows a short payouts summary (pending balance and the next scheduled payout). Use Open Stripe dashboard on the location to manage payouts, refunds, and banking directly in Stripe.
Next step
Once a location is green, head to Take patient payments to record payments, send invoices with a Pay Now link, and email receipts.