Pro Sign Up
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Professional sign up process
We’ve tried to make it as easy for you to sign up as possible. But due to the nature of the app there is quite a bit of information we need from you in order to create your profile. We’ve done you a step by step guide below to help you get signed up. Head over to the “How to” page for tutorial videos once you’re up and running and want to know how to perform certain tasks. Remember – if you get stuck, we are always on the end of the phone, WhatsApp, an email or social media message away.
Download “Equigate” from either the App Store or the Google Play store
Sign up to the app
When you first open the app, you need to click the button at the bottom labelled “Sign up”.
After this choose that you are a professional user.
Getting started
On the next screen you need to fill in your personal information and set a password.
At this stage you need to select which professions you want to appear in your profile on the app. Don’t worry too much though as you can change these/add more once you’re logged in. You must choose at least now of these profiles but can have multiple selected.
Personal information & Password
Once you’ve created your account and you’re on your dashboard screen, click the settings icon in the top right of the screen
On the next screen enter each section to choose your desired settings and enter more information about your business for your clients to see
Business settings
Now that you’ve finalised your profile its time to add some clients. In order for clients to have the full experience of Equigate they need to connect with you. This way they get all the automated reminders, you can message them and send them treatment reports and they can pay you over the app if you wish.
If your clients don’t have a smartphone, or don’t wish to download the app you can create them as a
Adding clients
And you’re all done!
You’re ready to start using Equigate.
Receiving digital payments from clients
If you wish to start accepting digital payments from your clients with a debit or credit card, we need to set you up with a Stripe account. Stripe is a payment processing company. If you’ve never heard of them, give them a quick Google. If you think along the lines of PayPal, you’ll get the idea.
In order to facilitate payments between clients and professionals, Stripe will charge you a small percentage of your payment, which will be deducted from the amount you actually receive. The fees will vary from country to country and be dependent on which currency you use and which method your client chooses to pay you with, e.g. credit card, debit card, Apple Pay, Link etc. As a good starting point, we’ve made the helpful table below.
For more information on stripe fees, please head over to Stripe and check the fees section for your country.
Once you have completed all of the required information on the stripe screens, you will be sent back to the app and your account will now be ready to accept card payments from your clients.
Make sure you check your emails, as you will have an email from stripe asking you to confirm your email address.
You are able to manage your stripe account at any time from within the app by clicking the “Manage stripe account” button.
Connection is everything