UBIQ Pay - On-boarding Guide | UBIQ Pay

UBIQ PAY

Your Onboarding Guide

Getting Started

We’re thrilled to have you on board! UBIQ Pay is designed to make collecting payments from families easier, faster, and more secure — all fully integrated within AMAIS.

To help you get up and running, here’s a quick overview of what the onboarding journey looks like:

Onboarding Milestones

Confirmation: Your school let's us know you're ready to get started with UBIQ Pay — great choice!
Module activation: UBIQ enables the Pay module in AMAIS for your school.
Account registration: You’ll complete the UBIQ Pay registration form to create your payment account. (See detailed instructions below.)
Account review and confirmation: Once everything is submitted, we’ll notify you that your account is ready to go.
Form setup: You can now create and customise your first UBIQ Pay form to begin accepting payments — and don’t worry, we’ll be right there to help you with this step.
Test your form: Finally, run a quick test payment to ensure everything’s running smoothly — and voilà, you're good to go!

Ubiq Pay Registration

When you're ready to get started, follow the step-by-step instructions below to complete your UBIQ Pay registration. The process is straightforward, but it’s worth setting aside a few focused minutes to get everything right. And remember — our team is always here to support you every step of the way.

Now, let’s walk through each step of the registration form.

Step 1: Access the Registration Page

Let’s start with the basics. Select the country where your school’s bank account is based — this helps us tailor your setup from the start.

Navigate to the UBIQ Pay registration page.
Ensure you have all the necessary details on hand, including school information, your representative's details (including identification), and your school's bank details. Note for US schools, you will need the SSN for your representative.

If you require multiple Stripe accounts, please speak with your Experience Director.

Step 2: Fill Out the Account Country Section

Next, we’ll gather a few key details about your school, including contact information and how you'd like payments to appear on bank statements.

Start by adding an Account Name. This can help identify multiple accounts: e.g. Main
Next, add your school's Country location. If your Country is not listed, please contact your Experience Director

Step 3: Enter School Information

Name: Enter the full official name of your school
Website: Provide the school's website URL (e.g., https://www.ubiqeducation.com)
Phone Number: Enter the school's contact number, starting with your Country's calling code. e.g +44
Address 1: Enter the primary street address of the school
Address Line 2 (optional): Add additional address details if applicable
City: Input the city where the school is located
Zip/Postal Code: Enter the zip or postal code for your school’s address
Country: Confirm the country where your school is located
Currency: Select the currency your school will use for transactions. If your currency is not listed, please contact your Experience Director
Statement Descriptor: Enter a brief description (maximum 25 characters) that will appear on payment statements when transactions are made. e.g School Name

Step 4: Enter Executive/Director Representative Information

We’ll need to collect information about a key representative from your school — typically someone in senior leadership or a director — to verify and authorise the account. Please note that this information is strictly confidential and will be encrypted upon submission for full security.

Country: Choose the country where the representative is based
First Name & Last Name: Enter the full name of the representative as it appears on their identification
Email: Provide the representative's email address
Phone: Enter the representative’s phone number, including the international calling code e.g +44
Date of Birth: Select the birth year, month, and day of the representative
Address Line 1 & Address Line 2: Enter the representative's home address
City: Input the city where the representative resides
Zip/Postal Code: Enter the zip or postal code of the representative’s location
Job Title: Specify the representative’s job title at the school
Relationship to School: Check the appropriate box to indicate the level of responsibility at the school
Identity File: Upload a scanned or photographed version of a valid identity document (passport, driving license, or similar government-issued identification). Note: for a driver's license, include both sides of the license. All submissions must be in colour
SSN: For US schools, your SSN is required. Again, this information will be encrypted at submission for your full protection. Neither UBIQ nor Stripe will ever retain the full SSN.

Step 5: Provide Bank Details

Finally, provide your school’s banking information so we can ensure funds are sent to the correct place. Be sure to double-check for accuracy.

Account Holder Name: Enter the name associated with the bank account
Account Number: Provide the school's bank account number
Routing Number / Sort Code: This will appear depending on the country you selected. Add the routing or sort code as appropriate for your country
Currency: Select the transaction currency for the account
Country: Choose the country where the bank account is registered

Step 6: Submit the Registration

Once all details are filled in and double-checked, go ahead and hit submit. You’re almost there — we’ll take it from here and be in touch if anything else is needed.

Double-check all the provided details for accuracy
Click the yellow Submit button
You're ready to go once the Accounts tab in UBIQ Pay dipslays: All Accounts Approved – Yes.

Have more UBIQ Pay questions? Check out our UBIQ Pay Q&A article.