Transfer Stripe from Square Space
Complete guide for disconnecting Squarespace and connecting your existing Stripe account to CoachIQ
How to Transfer Your Stripe Account from Squarespace to CoachIQ
Complete guide for disconnecting Squarespace and connecting your existing Stripe account to CoachIQ
🎯 Overview
If you're currently using Stripe with Squarespace and want to switch to CoachIQ, you'll need to disconnect your Stripe account from Squarespace first. This is due to Stripe's single platform connection policy - only one platform can be connected to your Stripe account at a time.
What you'll accomplish:
Disconnect your existing Stripe account from Squarespace
Connect the same Stripe account to CoachIQ
Maintain your payment history and bank account settings
⚠️ Before You Begin
Important Considerations
Payment Disruption: Disconnecting from Squarespace will stop all new payments on your Squarespace site
Active Subscriptions: Existing Squarespace subscriptions will continue but may be affected
Transaction History: Historical data will remain in Squarespace - only new transactions will appear in CoachIQ
Timing: Plan this transition during low-traffic periods
What You'll Need
Access to your Stripe Dashboard
Admin access to your CoachIQ account
10-15 minutes to complete the process
📋 Step-by-Step Instructions
Step 1: Check Your Current Stripe Connections
Log into your Stripe Dashboard
Go to dashboard.stripe.com
Enter your Stripe login credentials
Navigate to Connected Applications
Click Settings in the left sidebar
Select Team and Security
Click on Installed Apps (or look for "Authorized Applications")
Locate Squarespace
Look for "Squarespace" in the list of connected applications
Note the permissions listed (typically shows read/write access)
Step 2: Disconnect from Squarespace
If you can see a disconnect option:
Find the Squarespace entry
Look for Squarespace in your installed apps list
Revoke Access
Click Revoke or Disconnect next to Squarespace
Confirm the disconnection when prompted
Verify Disconnection
Squarespace should disappear from your connected apps list
You may receive a confirmation email
If you cannot disconnect (grayed out or no option):
This means your account is "platform-controlled" by Squarespace. You'll need to:
Contact Squarespace Support
Go to Squarespace Help Center
Request to disconnect your Stripe account
Explain you want to use Stripe with a different platform
Wait for Disconnection
Squarespace support will process your request
You'll receive confirmation when it's complete
Step 3: Connect to CoachIQ
Log into your CoachIQ account
Access your CoachIQ dashboard
Navigate to Payment Settings
Go to Settings → Billing or Payments
Look for Stripe integration options
Connect Existing Stripe Account
Click Connect Stripe or Add Payment Processor
Choose "I already have a Stripe account"
Enter your Stripe login credentials
Authorize CoachIQ
Review the permissions CoachIQ is requesting
Click Authorize or Connect
Complete any additional verification steps
Verify Connection
Check that your Stripe account details appear in CoachIQ
Confirm your bank account information is correct
Test with a small transaction if possible
✅ Verification Checklist
After completing the connection:
🚫 Troubleshooting Common Issues
"Account already connected to another platform" Error
Cause: Squarespace disconnection wasn't complete Solution:
Double-check your Stripe installed apps - Squarespace should be completely gone
Wait 10-15 minutes and try again
Clear your browser cache and try reconnecting
Cannot Find Disconnect Option in Stripe
Cause: Platform-controlled account Solution:
Contact Squarespace support to initiate disconnection
Alternatively, create a new Stripe account for CoachIQ
CoachIQ Connection Fails
Cause: Various technical issues Solution:
Ensure you're using the correct Stripe login credentials
Disable browser extensions that might interfere
Try a different browser
Contact CoachIQ support for assistance
Missing Transaction History
Expected Behavior: This is normal Explanation:
Historical transactions remain in Squarespace
Only new transactions will appear in CoachIQ
Your Stripe dashboard will show all transactions from both platforms
📞 Need Help?
Stripe Issues
Stripe Support: support.stripe.com
Phone: Available in your Stripe dashboard
Chat: Available 24/7 for account holders
Squarespace Issues
Help Center: support.squarespace.com
Contact Form: Available in their help center
Community: Active user forums
CoachIQ Issues
Support Center: Available in your CoachIQ dashboard
Email Support: Contact your success manager
Live Chat: Available during business hours
💡 Pro Tips
Plan Ahead: Notify customers about potential payment disruptions
Test Thoroughly: Use Stripe's test mode to verify everything works
Keep Records: Screenshot your current setup before making changes
Monitor Closely: Watch for any issues in the first 24-48 hours after switching
Update Webhooks: If you use any custom integrations, update webhook URLs to point to CoachIQ
📝 What Happens After the Switch
Immediate Changes
New payments process through CoachIQ instead of Squarespace
CoachIQ payment features become available
Stripe data appears in your CoachIQ dashboard
Ongoing Management
All payment management happens in CoachIQ
Stripe dashboard remains your central financial hub
Bank deposits continue on your existing schedule
Long-term Benefits
Integrated coaching business management
Advanced payment features for sports coaching
Unified customer and payment data in one platform
Successfully completed the transfer? You're now ready to leverage CoachIQ's full payment processing capabilities integrated with your existing Stripe account and banking setup.
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