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: Set up your business details
Select your Business type
Enter your Personal details
If prompted, enter your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
Tip: If you haven’t filed paperwork to register as a business entity, choose Individual
Part 4: Add your bank account
Enter your business details (such as industry and website, if applicable)
Enter your bank account information.
Review the terms and select Agree and continue
Choose the bank account you’d like to use for payouts (the money you collect from clients and insurers within Blueprint), then click Connect account
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 a message that says “Blueprint and Stripe are connected.”
Also, the Continue onboarding button will change to Manage account in Stripe, where you can update or disconnect your bank account at any time.
FAQ
How do I review my payment and payout transactions?
The payments you collect from your clients are processed by Stripe. To review past payments and payouts, or to edit your bank account details, head to your Bank & Payments page and click Manage account 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.