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Practitioner Sign Up

Apple app store logo
Google Play store logo

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.

iPhone screen displaying the app store page for Equigate app, showing app details, version, update, and preview images of the app interface.
Step 1 text in dark blue on a pink background.

Download “Equigate” from either the App Store or the Google Play store

Sign up to the app

Apple app store logo
Google play store logo
Mobile phone displaying a login screen for an app with a dark teal background, a pink logo at the top, and options to enter email and password, along with sign-up and forgot password buttons.
Pink background with the text 'STEP 2' in large, dark blue font.
Mobile app screen showing a login page with options for professionals and clients to select.

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

Mobile phone displaying a sign-up form with fields for profession, first name, last name, email, mobile number, password, and password confirmation, with password requirements listed below.
Pink background with the text "STEP 3" in blue, indicating the third step in a process.

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

Guide to using a mobile business app, showing account settings, app setup, and invoice options with annotations.
Graphic with pink background, displaying the text "STEP 4" in large dark blue font.

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

Step-by-step instructions with three smartphone screens showing how to invite a client to connect to an app, including tapping the 'Clients' tile, clicking 'Add client,' and selecting 'Invite client to connect' or adding as a guest manually.
Pink background with the text 'STEP 5' in dark blue, indicating a step in a process.

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.

Table comparing processing fees for different regions (UK, Europe, USA) with standard credit cards, including percentage and fixed fees.

For more information on stripe fees, please head over to Stripe and check the fees section for your country.

A tutorial displaying three smartphone screens demonstrating how to activate card payments in an app. The first screen shows a user dashboard with upcoming appointments and messages. The second screen shows the settings menu with the 'Card Payments' option highlighted. The third screen shows the 'Card Payments' page with an 'Activate card payments' button.
Step 1 written on a pink background.
Instruction guide with two mobile phone screenshots demonstrating how to select business industry and website information on a Stripe connect registration page, and detailed steps for filling out the form.
Step 2 text on a pink background.
A smartphone screen displaying a mobile app interface for managing card payments, including options to manage a Stripe account, view available balance, request payout, and check pending and completed transactions.
Pink background with the words 'STEP 3' in blue, with 'STEP' above the large number 3.

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.

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