Payments
Collect planning fees and deposits directly through FORGE using Stripe.Setting Up Payments
Before you can request payments, connect your Stripe account:- Go to Settings > Payments
- Click Connect Stripe Account
- Follow the Stripe onboarding process
- Once connected, you’re ready to accept payments
Stripe handles all payment processing. FORGE never sees your clients’ card numbers.
Requesting a Payment
- Go to Payments section
- Click Request Payment
- Enter:
- Client name
- Client email (optional, for sending link)
- Amount
- Description (e.g., “Trip planning fee”)
- Click Create Payment Link
Sharing Payment Links
After creating a payment request:- Copy Link — Send manually via email or text
- Email Link — Send directly from FORGE (requires client email)
Tracking Payments
The Payments section shows all your payment requests:| Status | Meaning |
|---|---|
| Pending | Link sent, awaiting payment |
| Paid | Client completed payment |
| Refunded | Payment was refunded |
Refunds
If you need to issue a refund:- Click the paid payment
- Click Refund
- Confirm the refund

