Set up Stripe for test payment workflows

How to do it

These steps are for PlanWell on the web.

1. As the workspace Admin, open Workflows → Integrations. On Stripe, choose Set up or Manage to open payment setup, then choose Connect on the Stripe card, or Continue setup if onboarding has started.
2. Read the Stripe test mode notice before continuing. Follow the test onboarding form, then return to the PlanWell Portal; the connection status refreshes when you return.
3. Review any remaining Stripe requirements. Once Manage is available, open it to review the connection checklist or choose Open Stripe dashboard. Enabled for testing statuses here refer to test mode.