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This guide applies to:

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

Introduction

Use PayPal test mode with Simply Schedule Appointments to make sure your account is setup correctly and that your payments will go through successfully.

You can test how paid appointments work and see that your PayPal account is being updated after booking.

Make sure you’ve setup your PayPal account and SSA settings before you begin testing.

To get this setup:

  • Create/Login to a PayPal Developer Account
  • Enable PayPal Sandbox
  • Use Test Business and Personal Accounts to Test Appointments

Create or Login to Your PayPal Developer Account

Go to the PayPal Developers page and either make an account or login to your existing one. When signing up make sure to use the same email as your real PayPal account.

After logging into your Dashboard, go under Sandbox and go to the Accounts page. This is where you’ll collect the information for the test accounts.

PayPal creates a personal and business account by default. Under the Manage Accounts column, click on the three dots button > click on View/Edit Account to see the test account credentials.

The email should be under the Email ID field, and the password is under the System Generated Password field.

Accessing the sandbox business and personal accounts

You can use those login credentials to login to the PayPal Sandbox account page.

The Personal sandbox account will be what you’ll use to test out a user booking a paid appointment.

The Business sandbox account will be what you’ll use to test out that the plugin is delivering payments successfully.

Note: You can only be logged in to one at a time. You’ll have to logout so that you can switch between the business and personal sandbox.

Updating IPN Settings in Business Test Account

You’ll need to update the IPN settings in the test Business Account too. To do this login to the Business Account through the Sandbox login page.

Hover over the Profile icon in the top-right corner > click on Account Settings. Under the Products & Services section > click on Website Payments > click on Update for Instant Payment Notifications.

Start the process on the page and under the Notification URL field paste in:

https://sandbox.simplyscheduleappointments.com/index.php?ssa-listener=paypal

And choose to Enable to Receive IPN Messages. Click Save.

Updating the IPN Settings in the sandbox Business account

Setup PayPal Test Mode in the SSA Advanced Settings

Going back to the SSA settings, go to Payments > PayPal.

First thing you’ll need to do is change out the email address for the sandbox Business email address.

Note: This will only be for testing purposes, just make sure to switch it back to your own once you’re done testing.

Setup SSA PayPal

After switching out the email address, go ahead and Enable Test Mode under the Advanced Settings tab. Click Save.

A blue bar will appear at the top of the settings letting you know that PayPal is in test mode. And, when looking at the Payment settings, you’ll also see an exclamation point reminder for test mode.

And, this should be all you need to setup test mode. Just make sure the Appointment Types you want to test have PayPal enabled as a payment option.


Book a Test Paid Appointment

At the time of booking the PayPal login page will come up, make sure you use the sandbox Personal account to test the payment.

You’ll see the name of the sandbox Business store at the top of the PayPal payment page.

PayPal test checkout using both the sandbox accounts

Viewing the Test Paid Appointment

After booking the paid appointment you can head on over to the SSA Appointments page. You’ll find the new appointment in the list. It’ll look like a regular appointment.

Only if you open the Appointment Details you’ll see that it is a test appointment. Under the Status bar in the Payment Information section, you’ll see a yellow Test Mode bar.

You’ll be able to use the Payment ID to search up the transaction in the sandbox Business account.

Successful PayPal test transaction

Now if you go into each of the Sandbox accounts you’ll see how the transactions will look from the admin and customer perspective.


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