Provider Settings

Provider Settings

Settings

Manage organization profile, branding, team access, payment settings, Stripe connection, and platform preferences.

Organization Profile

Organization Information

This information will be used across student registration, client records, intake forms, reports, certificates, and provider-facing pages.

Organization Name Praxiax Test Provider
Business / DBA Name Praxiax Test Provider
Contact Name Torrus Brooks
Website
Logo Not Uploaded
Contact Email torrusbrooks@gmail.com
Contact Phone 555-555-5555
State TX
Address
Address 2
City / ZIP Houston 77084
Organization Status Active
Edit Organization Profile
Branding / Forms

Form & Document Headings

These settings allow each provider organization to control the headings shown on registration forms, intake forms, reports, certificates, emails, and student-facing documents.

Student Registration Heading Student Registration
Intake Form Heading Client Intake Form
Progress Report Heading Progress Report
Certificate Heading Certificate Heading: Official Certificate of Completion
Email Footer Powered by Praxiax Platform
Public Provider Page Planned
Student Portal Branding Planned
Document Branding Planned
Edit Branding / Form Headings
Team & Access

Organization Team

Organizations may later add providers, counselors, instructors, billing staff, and read-only team members under one account.

Total Team Members 2
Active Users 1
Owner 1
Admins 0
Providers / Counselors 0
Instructors / Teachers 0
Billing Staff 1
Read Only Users 0
Subscription Seats 1
Access Levels Role-Based

Team Members

Torrus Brooks

torrusbrooks@gmail.com

Owner Active
Test Billing

testbilling@example.com

Billing Staff Inactive
Team Access Note

Inactive team members remain on the provider account for recordkeeping, but they should not be treated as active users later when login access is connected. Owner accounts are protected and cannot be deactivated.

Add Team Member
Payment Settings

Stripe Connection

Each provider will connect their own Stripe account. Student class payments should go directly to the provider. Praxiax only manages the software subscription.

Stripe Connected Not Connected
Charges Enabled No
Payouts Enabled No
Stripe Account ID
Onboarding Status Not Started
Payment Methods

Provider Payment Options

Woo/Stripe Payments Provider-Owned
Manual Payments Enabled
In-Person Registration Planned
Praxiax Subscription MVP Test / Active / 1 seat

Manual payments are for cash, check, money order, Zelle, Cash App, external terminal payments, waivers, and adjustments. Card and payment plan payments should run through the provider’s connected Stripe account.

Future Setup

Next Payment Features

Connect Stripe

Provider connects their own Stripe account for student class payments.

Create Payment Link

Provider can create a payment link from the client record.

Payment Plans

Provider can offer deposits, installments, or approved payment schedules.

Charge Saved Card

Only after Stripe saved-card consent and provider account connection are in place.