Back to Help Center

This guide applies to:

  • Basic Edition
  • Plus Edition
  • Pro Edition
  • Business Edition

Introduction

Before you setup payments in your Appointment Types, make sure to setup Stripe and/or PayPal 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:

Payments settings for an appointment type

Select a Payment Setting

You can choose to have Payments be a requisite or optional for booking that Appointment Type.

If you mark the payment as required, then customers will have to make a valid 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.

Screen shot of the options for payment on an appointment type
Select required, optional, or no payment for your appointment type

Set a Price for Your Appointment Type

With either option, you have to set the price of the appointment and the currency. By default, the currency sets to US dollar (USD).

You can change the default currency inside Settings > Payments.

Screen shot of the price settings for an appointment type
Set the price and currency for the appointment type

Refund policy

Enter a refund policy, this note shows in the booking form and in the default notifications.

Note: 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 setup. You could choose to include both PayPal or Stripe, or just 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.

Prices shown on every screen of the booking process

And all the payment information is also visible at the very bottom of the booking form. Including the price, payment options, and refund policy.

Screen shot of the booking form showing payment options
Optional payment – customer can pay later

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 check mark 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.

The Stripe payment modal

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.

Being redirected to PayPal after pressing Confirm and Pay

Still stuck?

File a support ticket with our five-star support team to get more help.

File a ticket

  • Please provide any information that will be helpful in helping you get your issue fixed. What have you tried already? What results did you expect? What did you get instead?
  • This field is for validation purposes and should be left unchanged.

Related Guides