In this video, you will learn how to add your organization payout information (connect your bank account) with your CampDoc / SchoolDoc account to receive payouts.
00:03: Well, hi. I'm Phil from the DocNetwork Training Team. 00:06: In this video, I'm going to show you how to setup your payout settings 00:10: in your CampDoc or SchoolDoc platform, 00:12: ensuring that funds collected during registration are paid out 00:16: smoothly to your organization. As we get started, please note 00:20: that you'll need finance edit access to make these changes. To 00:24: begin receiving funds, you'll need to add a checking or savings account 00:29: in payout settings. Here's how to do that. 00:32: The first step is to login to your provider portal. 00:36: Then in the main menu, click on finances, from the sub 00:40: menu, that appears select finances setup. 00:43: Once you've selected finances setup, it will automatically take you 00:47: to the payout settings tab. Under the account information section, 00:52: click the add payment method button. Now 00:56: enter your routing and account numbers to add your preferred payment method. 01:01: Remember you must add a payment method to enable payouts for your organization. 01:05: Without this, funds collected during registration won't be paid to your bank 01:09: account. Now, once you've added your payment method and associated 01:14: address and information, and so on, you can choose to enable or disable 01:18: daily payouts based on your organization's needs. 01:21: Here's how. First under payout control, 01:24: you'll see a toggle switch. Toggle on to enable daily payouts. 01:29: This will initiate daily transfers to your saved payment method whenever 01:33: your balance is over $500. If you toggle that 01:37: off, disabled payouts, this will stop 01:41: your daily transfers. Also, remember that payouts might take between five 01:45: to seven business days to settle into your account. And that's it. 01:50: By setting up your organization's payout settings 01:53: you can easily manage the transfer of funds collected 01:56: during registration to your organization's bank account. 02:00: If you have any questions, feel free to reach out for assistance and as always, thanks 02:04: so much for taking the time to watch.