Service Fee Program

We have a program so agents can work around the Service Fee rules that come with SOT. Any of our members can participate in this program. 

  1. We will first get a form from PRO that has all the information on it. (Example - 748341)
  2. Next, we have to log into Stripe - https://dashboard.stripe.com/dashboard
  3. Click Connect from the left-side menu
  4. Click Connected Accounts
  5. Click Create in the top right
  6. Change Account Type to Express and click Continue
  7. Copy the onboarding link to your clipboard 
  8. Send Service Fee Program Reply 1 canned response and include this link in the email. 
  9. Now, we have to wait a couple of day till the member completes their account setup and Stripe shows they company name and the word "Complete" or "Enabled."
  10. Once this happens, now it's time to create their links. Log into Stripe again and click Product Catalog.
  11. Click Add Product in the top right
  12. The name should be their agency name followed by whatever they wanted to call their fee (this is in the form)
  13. Select "One-off" 
  14. Enter the lowest dollar amount option they selected
  15. Click their product, and it should take you to their product page
  16. Click the + next to pricing because we need to add the other prices they asked for
  17. For each price, they ask for
    1. Always select One-off
    2. Enter the additional payment amount
  18. You should now see 3 prices (if applicable)
  19. Next, set up your reply to the member on the original ticket. Canned response: Service Fee Program Reply 2
  20. Click the 3 dots next to the first price and click "Create payment link"
  21. Select Collect customers' addresses and Require customers to provide a phone number
  22. Click After Payment
  23. Click "split the payment with a connected account
  24. Select the account that you are making the links for
  25. You will have to do a calculation here. The service fee amount multiplied by 6.4% + 30 cents. 
  26. Enter the calculated amount and click Create Link in the top right
  27. Copy the link from the next screen and paste it into the reply to the member. 
  28. Repeat steps 20-27 for all the $ amounts
  29. Once complete, send the reply to the member
  30. Resolve the ticket