SmilePass

Track 1 · Getting started

Connecting Stripe & payouts

The bank-connection step that activates a location and routes patient payments to your account.

Interactive guideCreating a LocationSet up your first practice location so you can start taking payments.
Your setup starts here

Step 1 of 5

Your setup starts here

When you first sign in, your dashboard shows a setup checklist. The first task is to add a practice location. Click Set up Locations to begin.

Click the highlighted area or Next to continue · use ← → keys

A new location starts as PENDING and can't accept sign-ups or take payments until you connect a bank account for payouts. SmilePass uses Stripe as its payment partner for this.

Why this step exists

Patient payments don't sit in a SmilePass wallet — they flow into your clinic's own bank account. Stripe is the rails that make that happen, so connecting Stripe is what turns a location "on".

How to connect

  1. Create or edit the location and Create it.
  2. Use the Activate Now? popup that appears right after creating — or any time from the Locations list via Actions (⋮) → Activate.
  3. You're redirected to Stripe. Follow Stripe's prompts to create/verify your account and link your bank. (You do this on Stripe's secure site, not inside SmilePass.)
  4. Once Stripe approves you, you're returned to SmilePass and the location flips PENDING → Active.

What this enables

  • The location can now accept patient sign-ups and process payments.
  • Membership fees, join fees and payment-plan instalments settle into your nominated bank account.
  • SmilePass's own charges to you (subscription + transaction fees) are billed separately — see billing & payouts.

Multi-location practices

Each location connects its own payout account, so a group can route each clinic's revenue to the right bank account. Repeat the activation for every location.

If a location won't activate

  • Make sure every required location field is filled (Phone, ABN, Time Zone, Type of legal entity are easy to miss).
  • Finish the Stripe verification — it can ask for ID or business documents before approving.

Next step

How SmilePass works →

The core model — clinics, locations, memberships, payment plans and contracts — and what patients can and can't do.