Connect Stripe and take payments

Connect your Stripe account

Sidebar → Billing · /studios/{studioId}/billing

Only the owner can do this. Admins see the buttons, and Connect Stripe Account refuses them with "Only studio owners can set up Stripe". If you are an admin reading this, fetch the owner.

1. 1Open Billing. While onboarding is incomplete you get a warning card at the top of the Overview tab.
2. 2Read the "Have these ready" panel before you start. It lists what Stripe will ask for, split by business type.
3. 3For a sole proprietor or individual: SSN last 4 digits, date of birth, home address, bank routing and account number, phone, and a website URL or a one-line description of the business.
4. 4For an LLC or corporation: EIN, legal business name and address, business phone, bank routing and account number, a website or one-line description, and for you and anyone owning 25% or more — name, email, date of birth, SSN last 4 and home address.
5. 5Click Connect Stripe Account and complete Stripe’s flow. The panel is honest about the effort: "Stripe collects this, not Catomni. It takes about 10 minutes if you have the numbers to hand."
6. 6You land back on Billing, which syncs your status automatically.

• Interrupted? The button becomes Resume Stripe Setup and picks up the same account — retrying does not create a duplicate.
• Business type — individual versus company — is chosen inside Stripe’s flow and locks permanently the first time you start it. There is deliberately no selector in Catomni. Getting it wrong means talking to Stripe support, so read the two lists above before you click.
• Come back from Stripe and navigate elsewhere instead of landing on Billing, and your status can read stale. Open Billing, or use the Refresh Status button beside Connect, to re-sync. Refresh Status is not owner-only — any staff member who can open Billing can click it.

Keep payouts running

Billing → Overview

1. 1Once connected, the page shows a single green "Stripe connected" line rather than a banner.
2. 2Below it, an account-health card appears whenever a Stripe account exists — before and after onboarding completes — and tells you what, if anything, Stripe still needs from you.
3. 3When it reports something outstanding, follow it through to Stripe using "Continue in Stripe" or "Open Stripe dashboard", then click "Re-check with Stripe" on the health card to pull the new state back in.

• The setup card that carries Connect and Refresh Status disappears once onboarding is complete. After that the health card is the whole of your Stripe surface, and "Re-check with Stripe" is the button that re-syncs.
• "Re-check with Stripe" is owner-only: an admin sees the button but gets "Only studio owners can check Stripe requirements" on clicking it. The card says so in advance — "Only the studio owner can send these details to Stripe" — but only to a non-owner who can manage billing.
• "Open Stripe dashboard" is an ordinary external link with no role check on it at all. Anyone who can open Billing can follow it; what they can then do is decided by Stripe, not by Catomni.
• Billing has four tabs: Overview, Membership Plans, Promo Codes and Pause Requests. Pause Requests shows a pending count in brackets when families are waiting on you.

Decide a membership pause request

Sidebar → Billing → Pause Requests · /studios/{studioId}/billing?tab=pauses

A family asking for a break from classes does it by requesting a pause on their membership. It arrives here as a decision for you to make, not as a change that has already happened.

1. 1Open Billing and choose the Pause Requests tab. The label carries a count in brackets while requests are waiting.
2. 2Work the Pending bucket. The three are Pending, “Scheduled & paused” and History.
3. 3Click Approve or Decline on the request.
4. 4Read the preview line before you confirm. It says exactly what will happen: “Billing pauses now in Stripe and resumes on {end}. No charges are taken in between.” for a window that has started, or “Scheduled: billing pauses on {start} and resumes on {end}. Stripe is not touched until the start date.” for one that has not.
5. 5Add a note if you want to — the field is “Note to the family (optional)” — and confirm.

• Declining changes nothing in billing: “Nothing changes in billing. The family is told, with your note if you add one.”
• Every decision emails the family — approved, declined, or a scheduled pause you later cancel — and is recorded.
• A window that has already ended can still be opened, but the confirm button in the dialog is dead and the preview says why: “This window has already ended. Decline it and ask the family for new dates.”
• The preview also tells you when approving will not change any money: “This family has no paid plan. The decision is recorded and the family is told; billing is unchanged.” and “The membership is already paused. The request is recorded against that hold; billing is unchanged.”
• A pause already in progress cannot be cancelled from this tab. The row reads “Resume from the family’s billing panel”.
• The Approve and Decline buttons are shown by ROLE — owner and admin — while the action itself checks the Billing write permission. If you have removed an admin’s Billing write tick they will see the buttons and be refused on click. Re-tick it in Edit access, or make the decision yourself.