How to Create a Stripe Account for a Concierge Client
Learn how to set up a Stripe account for a concierge client, including creating sub-accounts, entering company information, and managing payment settings.
In this guide, we'll learn how to create a Stripe account for a client in the concierge industry. The process involves setting up a new sub-account for a client named Amani, who manages several properties. We'll go through the steps of entering company information, configuring payment settings, and ensuring all necessary details are correctly filled out. This guide aims to help you efficiently set up a Stripe account to facilitate payment collection and management for your clients.
Let's get started
Okay, in this video, we will see how to create a Stripe account for a concierge client.
Let's go to Stripe. Here, we will go to the top left. In Expat Renting, there are different Stripe account names. In fact, these are sub-accounts that have been created. We will create a new one for Amani, who is entrusting us with five properties.
We will create eight housing units. On the other screen, I have the contract open with all the information needed to create it. We will need additional information about the company, along with the bank account details. I click on Create an account. Here, in the name field, I will enter the client's name.
Here, we will put Amani Invest. Create. And now, we can start filling out a form.
What would you like to start with? You can add more features later. We will include: Collect payments, Create a platform. The first step is: Collect payments. The goal is to accept payments and potentially create invoices and a payment page.
I will do that. I'm checking if... Yeah, that's it. I will access the dashboard. Set up one-time payments, Confirm.
Choose how to accept one-time payments. And here we have: Confirm the company's information. Let's complete the profile. I will start with that. Here, it shows us the different existing accounts.
We will simply proceed to create a business. Let's go through these four steps here. Let's start with some basic information. Let's say it's a company.
Private company.
Company name. Here, I am reviewing the signed contract. The company name is SS ID IMMO, with the siren number.
Similarly, I copy from the contract and paste it here.
I think we should remove the spaces to avoid errors.
VAT number, we don't care. Non-commercial company name, we will leave it as ID IMMO.
Company address.
I am using the address listed in the contract.
Hop. The company's phone number. Now, I will check whether to enter the client's phone number or Expat Renting's phone number.
For that, I check on another account. A phone number. I put the number of... I put Mia Immo's phone number.
We will enter the URL expatrienting.fr, and I see that it has updated the postal code information here.
So, we'll start again to ensure he puts the right ones. Here, I just don't want the client to be called, so I use Expat Renting's phone number.
I can then continue. I need a product description.
Product Description. I am going to check what I have listed, for example, on another client account. We will list it as a tourist accommodation.
Alright, here, what we're going to do is enter the client's information.
Now, we will enter the client's information.
So Amani. Hello. Email address.
Let's retrieve their email address. Post title.
President.
I don't have the date of birth information.
I found the information.
The playroom is tidy.
Okay. We will retrieve the year of birth. Everything is fine; it's just us with sibling games. We saw everyone. There is nothing to do.
We don't like the cold, we don't like it. Night owl. No, there are some who are there, and that's good. That's good. That's good.
They placed their feet on the ground. They set foot on the ground. Why? Yes. More.
Um.
We will enter the address. And the phone.
And we will complete the company's information.
You also need the company's management information.
Now it's time to enter the bank account details.
First, regarding the label. Label it as Amani Invest.
So this will be for the clients. When they pay, they will see it on the statement. A contact number.
We will reissue the expatriation number.
Although.
Let's uncheck that.
And we will add the expatriation number just to avoid bothering the client.
This is where we will enter the information regarding the IBAN.
The frequency of the transfer is manual.
Although it can be done automatically.
Here you go: Each week, you leave on Monday. There is no sales tax.
We'll say no, thank you. Let's look at the missing information. We have an initial section about the company. Now, we can modify the industry sector.
Real estate rental.
Other travel and accommodation services. We will set the property location. And we will also modify... Okay, I'm going to record this now. I realized that the company's address needed to be updated.
Let's go ahead and change the company's address right away. Here, it's actually this address.
We are modifying it. You can now click Save. What amount do you plan to allocate?
So, less than one hundred thousand. Record. Check. Accept and send. Okay, so normally, it's finished.
And when I go here, I will find a new sub-account called Amani Invest. There you go, and from there, we are operational with this account. Simply connect it to Super Hote.