Add-on: Stripe Identity

The Stripe ID Verification Add-on helps you verify customer identities as part of the booking process. This ensures safety and meets important requirements. Follow this guide to set up and use the Add-on effectively.

How this feature works

• in Customer Portal: The Stripe ID verification step is included in the customer booking flow. If an existing customer has not verified their identity, they will be prompted to do so during their next move-in through the customer portal.
• in Management Portal: The verification session ID and status are stored in a custom field for each user (identitySession), which links to the Stripe dashboard verification session. Once verified, the customer will not need to verify their identity again unless this field is cleared.

Getting started

Step 1: Set up Identity Verification in Stripe

Before using the Add-on, you must set up Identity Verification in your Stripe account.

1. Log in to your Stripe account.
2. Go to the Identity section in your Stripe Dashboard: Stripe Identity Dashboard.
3. Follow Stripe's instructions to set up Identity

Step 2: Install and set up the Stripe Identity Add-on in Storeganise

1. Log in to your Storeganise Management Portal.
2. Navigate to the Add-ons section.
   1. If you intend to turn on the Add-on just for one site, enable the Add-on in the Site -> Add-ons section.
   2. If you intend to turn on the Add-on for all sites, enable the Add-on in the Main settings -> Add-ons section.
3. Find "Stripe ID Verification" and click "Install" (you may need to reach out to support to get this installed for the first time).
4. Review the Add-on settings to determine the types of IDs allowed and whether or not you want to confirm ID numbers, allow live or still images and/or require matching selfies.
5. Click on the Enable button to activate the Add-on.

Step 3: Test the integration in the Customer Portal

To verify that everything is working correctly:

1. Go to your Customer Portal and attempt to make a booking that requires ID verification.
2. Confirm that the Stripe ID verification step is integrated into the booking process.

Verifying identity manually as an admin

Step 1: Verify customer identity

1. In Stripe, create a verification session by clicking Create Verification Session .
   • Fill in the customer's email and any other required details.
   • Customer token can be found in the user's page in the Management Portal under billingID or in the Stripe customers list page
   • Set the Return URL to your website.
     • Stripe will generate a one-time verification link to share with your customer.

Step 2: Update the Verification Status in Storeganise

1. Once the customer completes the verification, return to the Stripe dashboard.
2. Find the verification session ID (it starts with vs_ ).

In Storeganise, navigate to the customer profile in the Management Portal.

• Fill in the Stripe Identity Verification Session custom field with {id}#{status} .
  • For example: vs_1Q698sCu8o1es6nBvvRNQFXq#verified .

• This ensures that Storeganise recognizes the verification for future bookings.

Important Notes

• Management Portal move-ins: Stripe Identity is only required for bookings made through the Customer Portal. If an admin user creates a move-in through the management portal, the verification step will be skipped. However, the admin can manually create a verification session in Stripe, send the link to the customer, and update the custom field in Storeganise once the verification is complete (as per above).

• Management Portal UI: You can monitor the verification status in the Storeganise Management Portal and Stripe to see if customers have successfully verified their identity.

  

Troubleshooting

• If the customer encounters errors during verification, check the verification session status in Stripe
• If there is an error when the customer returns to the portal, treat both "verified" and "processing" statuses as successful in the booking flow.