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

  1. Log into your Stripe Dashboard

  2. Navigate to Connected Applications

    • Click Settings in the left sidebar

    • Select Team and Security

    • Click on Installed Apps (or look for "Authorized Applications")

  3. 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:

  1. Find the Squarespace entry

    • Look for Squarespace in your installed apps list

  2. Revoke Access

    • Click Revoke or Disconnect next to Squarespace

    • Confirm the disconnection when prompted

  3. 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:

  1. Contact Squarespace Support

    • Go to Squarespace Help Center

    • Request to disconnect your Stripe account

    • Explain you want to use Stripe with a different platform

  2. Wait for Disconnection

    • Squarespace support will process your request

    • You'll receive confirmation when it's complete

Step 3: Connect to CoachIQ

  1. Log into your CoachIQ account

    • Access your CoachIQ dashboard

  2. Navigate to Payment Settings

    • Go to SettingsBilling or Payments

    • Look for Stripe integration options

  3. Connect Existing Stripe Account

    • Click Connect Stripe or Add Payment Processor

    • Choose "I already have a Stripe account"

    • Enter your Stripe login credentials

  4. Authorize CoachIQ

    • Review the permissions CoachIQ is requesting

    • Click Authorize or Connect

    • Complete any additional verification steps

  5. 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:

  1. Double-check your Stripe installed apps - Squarespace should be completely gone

  2. Wait 10-15 minutes and try again

  3. Clear your browser cache and try reconnecting

Cannot Find Disconnect Option in Stripe

Cause: Platform-controlled account Solution:

  1. Contact Squarespace support to initiate disconnection

  2. Alternatively, create a new Stripe account for CoachIQ

CoachIQ Connection Fails

Cause: Various technical issues Solution:

  1. Ensure you're using the correct Stripe login credentials

  2. Disable browser extensions that might interfere

  3. Try a different browser

  4. 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

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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