To process credit card payments from clients, you’ll first need to connect a bank account to Blueprint. This is done by setting up a secure Stripe Connect account, which we will walk through in the steps below.
When you process credit card payments within Blueprint, Stripe will deposit your payouts directly into your bank account.
Part 1: To begin, head to your Bank & Payments page
Click your profile icon in the upper-right corner of Blueprint
Select Bank & Payments
Click Continue onboarding
Part 2: Enter your contact information
Enter your email address and phone number
Enter the verification code sent to your phone
Part 3: Enter your business details
Select your Business type (Individual, Company, or Non-profit). For a Company or Non-profit, also choose a Business structure
Enter your legal business details and Tax ID: your Social Security Number (SSN) if you’re an Individual, or your Employer Identification Number (EIN) for a Company or Non-profit.
Fill in your business address and representative details. Check Use my details to fill in what Blueprint already has.
If you see an Owners section, list anyone who owns 25% or more of the business (up to 4 owners).
Click Save & Continue
Tip: If you haven’t filed paperwork to register as a business entity, choose Individual. If you’re a sole proprietor with an EIN, choose Company, then Sole proprietorship.
Part 4: Connect your bank account
Click Connect bank account. A secure Stripe window will open.
Select your bank and sign in to verify your account. This is the account where you’ll receive payouts (the money you collect from clients and insurers within Blueprint).
Once connected, you’ll see a confirmation showing your bank name and the last four digits of your account.
Click Continue, or click Connect a different account to use a different bank.
Part 5: Finish setup
Optional: Save your account with Link, or continue without saving. Link is a secure Stripe feature that allows you to save your information so future Stripe-powered setups are faster and easier.
Once you see the success confirmation, click Done
Once complete: On the Bank & Payments page, you’ll see your payouts dashboard with four sections: Balance, Payouts, Payments, and Account. From here you can review your balance, track payouts, view payment history, and manage your connected bank account, all without leaving Blueprint.
If you connected your bank account before the in-app setup was available, you’ll instead see Manage account in Stripe, where you can update or disconnect your bank account at any time.
FAQ
What are the credit/debit card payment processing fees?
Payment processing fees are completely waived until September 2026!
How do I review my payment and payout transactions?
Head to your Bank & Payments page. Your payouts dashboard shows your balance, recent payouts, and payment history. To update your bank account, use the Account section at the bottom of the page.
If you see a Manage account in Stripe button instead, click it to review payments and payouts or edit your bank account details in Stripe.
How will my payouts appear on my bank statement?
Payouts will appear from Blueprint on your bank statement.
How long does it take to receive a payout after a client has made a payment?
It typically takes 3–5 days end-to-end from a client initiating a payment to the funds being available in the clinician’s connected bank account.
Payment capture: When a customer makes a payment, it's initially captured but not immediately available in your balance.
Pending period: The funds remain in a "pending" state for approximately 2 business days. This allows time for potential fraud checks and chargebacks.
Available balance: After the pending period, funds move to your available balance. The available balance is automatically payed out daily, typically in the late evening in the U.S. The exact time is determined by Stripe and can vary a bit day-to-day.
Bank processing: Once the payout is sent to your bank account, it typically takes 1-2 business days to settle.