Connect Stripe so you can take payments

You will find it in the sidebar under Settings, on the Payments tab — everything in this article happens on that one screen. It is also what Connect Stripe opens in the Can People Pay You? section of the Setup Guide, and what your dashboard's Calso Revenue (MTD) tile links to until a connection exists.

CalsoThe Payments tab, before connecting

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Calso never holds your money. Card payments go directly into a Stripe account that belongs to you, and Stripe pays out from there to your bank on its own schedule.

What stops working until Stripe is connected

Free is the only price that works without Stripe. An event type priced at zero takes bookings, sends confirmations, and writes to your calendar exactly as it always does. So does a free downloadable product.

Everything with a price attached does not. A paid session, a package a client is buying, and an installment plan all need a completed connection first — and a client who reaches the checkout step with no payment method connected is simply stuck there, with nothing to click.

Connect your Stripe account

1. Open the Payments tab

   Go to Settings in the sidebar and choose the Payments tab. If you have never connected before, you will see a card headed Connect Stripe to accept payments with a short explanation underneath it.

2. Start the connection

   Click Connect Stripe Account. Calso creates a Stripe account tied to this workspace and hands you straight over to Stripe — there is no separate sign-up to do first, and nothing to copy and paste between the two.

3. Answer Stripe's questions

   Stripe asks for what it is legally required to collect: who you are, what your business is, and where payouts should land. Expect your address, your date of birth, a bank account, and often a photo of an ID document. This is Stripe's form, not Calso's, so the exact questions depend on your country.

4. Come back and check the status

   When Stripe is done it sends you back to the Payments tab. The card should now read Stripe Connected with your Stripe email under it, and a row of small status labels below that. Read those before you assume you are finished — the next section explains what each one means.

Reading your connection status

Once connected, three short labels sit under the Stripe Connected heading, and each switches between "enabled" and "pending":

Below the labels, Account ID shows the Stripe account this workspace is linked to, and Default Currency repeats the currency your workspace charges in, which you set under Settings → General. View Stripe Dashboard opens your own Stripe account in a new tab, which is where you go for payouts, bank details, and refunds Stripe has to handle.

Picking up an onboarding you left half-finished

Stripe's form is long enough that people abandon it, and it is easy to hit a question you need to go and find a document for. Nothing is lost — Calso keeps the half-built account, and the button on the Payments tab changes to tell you what is left:

• Continue Stripe Setup means Stripe has your account but not all its answers. Click it to drop back into the form roughly where you left off.
• Resume Verification appears alongside a Stripe needs more information banner, which is Stripe asking for a specific extra document — usually a photo ID or business paperwork.
• Stripe is reviewing your account means you have given Stripe everything and it is checking your documents. This usually takes a day or two and there is nothing for you to do.
• Account verification failed means Stripe could not verify the account at all. Calso cannot resolve this one; the banner links you to Stripe support, who can.

Disconnecting Stripe

Disconnecting lives at the bottom of the Payments tab in a red Danger Zone card. Click Disconnect, and the button is replaced by Yes, Disconnect and Cancel so a stray click cannot do it by accident.

It takes effect the moment you confirm. Clients can no longer pay for anything on your booking page, so treat it as a decision about your live links, not a piece of tidying up. Your Stripe account itself is untouched — Calso only removes its own link to it — and money you have already collected stays where it is.

The Danger Zone only appears once your connection is complete, so if you started an onboarding and want to back out mid-way, there is nothing to disconnect — just leave the Stripe form. The Payments tab will keep offering you Continue Stripe Setup whenever you are ready.

What to set up next

With Charges enabled showing, you can start putting prices on things. Most coaches go straight to pricing a single session, then build a session package once they know what sells. Letting clients spread a package cost over several months is package installments, which needs a Practice plan or higher. And if you have to charge tax, turn it on before your first paid booking rather than after it.