Before you start: make sure you have a Stripe account to receive payments from your travelers with CozyUp.
Creating a Stripe account is free and only takes a few minutes.
To quickly create your account, please click here.
💡 We chose to work with Stripe because of its reputation for data storage and security.
Before following this guide, you need to know that you need to go to the workspace settings and no longer to "Account" to adjust the workspace settings:
👉 A bank account allows you to make the financial transition between your travelers and your company.
👉 You need it to cash in on your extras sales.
To add one or more bank accounts, simply :
➡️ click on the "Settings" tab in the left-hand menu
➡️ click on the "account" tab in the left-hand menu
➡️ in the "Bank accounts (via Stripe)" section, click on "Add".
➡️ enter the name of your choice then click on "Add".
👉 Once these steps have been completed, your bank account will be added but "inactive".
To activate a bank account, simply :
➡️ hover over the bank account you have just created
➡️ cliquer sur le logo “Configurer”(une page pop-up de connexion CozyUp <> Stripe s’ouvrira. Le cas contraire, pensez à vérifier que les pop-up soient autorisées sur votre navigateur)
➡️ Enter your e-mail address and your Stripe login password
➡️ Enter your telephone number to receive a validation code
➡️ Select the company of your choice to link it to CozyUp (to create a new company, follow the procedure below).
➡️ Verify the existing company information and click on "Accept and send".
➡️ Enter your e-mail address and password, which will serve as your Stripe login.
➡️ Enter a telephone number to secure your account (and receive a validation code)
➡️ Select "Create a company
➡️ Select the location and type of your business
➡️ Enter your personal details
➡️ Enter your company details (you can use what is shown here as a guide)
➡️ Add your bank account to receive payments
➡️ Add the information that will appear on your customers' bank statements + your contact number
➡️ Check and complete the information
Engrafa assist with customized training and support services to get your team up and running.
A short list of frequently asked questions and tips about using Engrafa.
Ensure all of your information is up to date and that you stay efficient and in the loop.