In this document:
Introduction
Before you begin to set up payments in your Appointment Types, make sure to set up either the Stripe and/or PayPal integration(s) first.
This guide should walk you through adding the payment amount to each Appointment Type and how that’ll look on your Booking Calendar.
Editing Appointment Types to Accept Payments
With Stripe and/or PayPal setup, you’ll see a new section called Payments inside each Appointment Type:
Select a Payment Setting
You can choose to have Payments be a requirement or optional for booking that Appointment Type.
If you mark the payment as required, then customers will have to make a successful payment to book their appointment.
For optional payments, customers can choose to pay later (likely in person at the time of the appointment) and will be able to book the appointment without paying.
Set a Price for Your Appointment Type
Next, set the price of the appointment and the currency. By default, the currency is set to US dollar (USD).
You can change the default currency inside Settings > Payments.
Refund policy
Enter a refund policy, this note shows in the booking form and in the default notifications.
Simply Schedule Appointments does not enforce the refund policy for you. This is informational for your customers so they’re aware of how you’ll handle refunds if they cancel or are a no-show for their appointment.
Payment Methods
This lists out the payment methods that you’ve set up. You could choose to include both PayPal or Stripe, or choose your preferred method.
Booking Appointments with Payments
The price you set in the Appointment Type is visible on every screen of the Booking Calendar.
And all the payment information is also visible at the very bottom of the booking form. Including the price, payment options, and refund policy.
Stripe Payment Process
If the customer chooses to pay through Stripe a payment modal will popup. The modal includes:
- Business name – from your SSA General Settings
- Appointment Name, Time and Date info
- Customer Email
- Fields to enter credit card number, expiration date and CSV
- A ‘Remember me’ checkbox
- Book/Pay button
A successful payment will show a green checkmark and take the customer to the confirmation screen. If the payment fails for any reason, the customer can edit the credit card info or try a different credit card.
PayPal Payment Process
If the customer chooses to pay through PayPal, they redirect to the PayPal portal after clicking the Confirm and Pay button.
We hold the appointment for 10 minutes to give them time to finish logging in and confirming their payment.
Once the payment is complete, they return to the confirmation screen.
Managing Payments
Visit our other guide on how to Manage Payments for Bookings to learn more about how an admin will see payment information in the appointment details page and how to best handle refunds.