> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Payment forms

> How to accept payments through forms in HoopAI — Stripe integration, one-time and recurring payments, order bumps, and tax handling.

HoopAI forms can collect payments directly — ideal for registration fees, service deposits, product sales, and donations.

***

## Adding payment elements to forms

<Steps>
  <Step title="Open the form builder">
    Go to **Sites → Forms & Surveys** and create or edit a form.
  </Step>

  <Step title="Add a payment element">
    Drag the **Payment** or **Order Form** element onto your form canvas.
  </Step>

  <Step title="Connect your payment gateway">
    If not already connected, go to **Settings → Payments → Integrations** and connect Stripe. You can also use PayPal or Square.
  </Step>

  <Step title="Configure the payment">
    Set the product, amount, and payment type (one-time or recurring).
  </Step>
</Steps>

***

## Connecting Stripe

<Steps>
  <Step title="Go to payment settings">
    Navigate to **Settings → Payments → Integrations**.
  </Step>

  <Step title="Connect Stripe">
    Click **Connect Stripe** and follow the OAuth flow to authorize your Stripe account.
  </Step>

  <Step title="Set as default">
    Make Stripe your default payment gateway for forms and invoices.
  </Step>
</Steps>

<Note>
  You need a verified Stripe account to accept payments. HoopAI does not store card details — all payment processing is handled by Stripe.
</Note>

***

## Payment types

### One-time payments

Charge a fixed amount when the form is submitted. Use for:

* Registration fees
* Service deposits
* Product purchases
* Event tickets

### Recurring payments

Set up subscriptions charged on a schedule:

| Interval  | Example                     |
| --------- | --------------------------- |
| Weekly    | \$25/week coaching sessions |
| Monthly   | \$99/month membership       |
| Quarterly | \$249/quarter retainer      |
| Yearly    | \$999/year premium access   |

### Donation forms

Allow the customer to enter a custom amount:

1. Add a **Number** field for the donation amount
2. Map it to the payment element's amount field
3. The customer enters any amount they choose

***

## Order bumps

Add a secondary offer at checkout that customers can add with a single click:

<Steps>
  <Step title="Add an order bump element">
    In the form builder, add an **Order Bump** below the payment element.
  </Step>

  <Step title="Configure the bump product">
    Select the product, set the price, and write a compelling description.
  </Step>

  <Step title="Customize the display">
    Set the checkbox label (e.g., "Yes! Add the VIP upgrade for just \$29").
  </Step>
</Steps>

***

## Product selection

Let customers choose from multiple products or options:

* **Dropdown** — customer selects one product from a dropdown list
* **Radio buttons** — customer picks one option from visible choices
* **Checkboxes** — customer selects multiple products
* **Quantity field** — customer sets how many of a product they want

Map these to your product catalog so the correct amount is charged.

***

## Tax handling

| Option            | How it works                                                 |
| ----------------- | ------------------------------------------------------------ |
| **Tax inclusive** | Prices shown already include tax                             |
| **Tax exclusive** | Tax is calculated and added at checkout                      |
| **Tax by region** | Tax rate varies based on the customer's location             |
| **No tax**        | No tax is collected (digital products in some jurisdictions) |

Configure tax settings in **Payments → Taxes**. Tax rates are applied automatically based on your configuration.

***

## Confirmation after payment

After a successful payment, configure what happens:

* **Thank-you message** — display a confirmation message on the same page
* **Redirect** — send the customer to a thank-you page or next step
* **Email receipt** — automatically send a receipt via email
* **Workflow trigger** — fire a workflow for fulfillment, onboarding, or follow-up

Configure these in the form's **Submission Actions** settings.

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="What payment gateways are supported?">
    Stripe is the primary gateway and supports the most features. PayPal and Square are also supported for basic payments.
  </Accordion>

  <Accordion title="Can I offer discount codes?">
    Yes. Create coupons in **Payments → Coupons** and enable the coupon code field on your payment form.
  </Accordion>

  <Accordion title="What happens if a payment fails?">
    The form submission is not completed. The customer sees an error message and can retry with a different card.
  </Accordion>

  <Accordion title="Can I accept Apple Pay or Google Pay?">
    Yes, if enabled in your Stripe account. These appear automatically as payment options when available.
  </Accordion>
</AccordionGroup>