In this document:
Introduction
Use Stripe test mode with Simply Schedule Appointments to ensure your account is set up correctly and that your payments will go through successfully. You can test how paid appointments work and see that your Stripe account is being updated after booking.
Make sure you’ve set up your Stripe account and SSA settings before you begin testing.
To get this setup:
- Collect your Test Publishable Key and Secret Key from Stripe
- Set up a Test Webhook
- Collect the Test Webhook Signing Secret
- Enable Test Mode
- Use Test Card Info to Test Appointments
1. Collect Test Publishable Key and Test Secret Key
In your Stripe Account, go to Developers > API keys. You’ll see an API Keys section that will either say:
Viewing live API keys or Viewing test API keys. Use the toggle on the right, View test data, to switch between the live and test keys.
You’re going to need to use the test API keys for the test mode in SSA.
2. Setup the Stripe Webhook URL in Stripe
You need to install an SSL Certificate for this step to work.
Copying the Webhook URL From SSA
Go to your SSA Settings > Payments > Stripe.
You’ll see the fields Stripe Webhook URL that you need to copy under the Basic Settings.
Pasting the Webhook URL to Stripe
While still in Stripe Test mode, go to Developers > Event Destinations.
Click on + Add endpoint. Then paste in the Stripe Webhooks URL to the Endpoint URL field.
Selecting Events to Send
- Click on the +Select Events button
- Scroll through the list for the Payment Intent tab
- Click on Select all Payment Intent events checkbox
- Click the Add Events button
Lastly, click +Add Endpoint at the bottom of the scree
3. Set up the Test Webhook Signing Secret
After finishing the Webhook creation from Step 2, you’ll be redirected to the Webhook detail page. From here, you’ll need to collect the Signing Secret.
Under the Signing Secret column > click Reveal > copy the code shown.
Back in SSA Settings > Payments > Stripe > Advanced Settings paste the code you just copied into the Test Webhook Signing Secret field.
4. Setup Test Mode in SSA in the Stripe Advanced Settings
Going back to the SSA settings, go to Payments > Stripe > Open the Advanced Settings tab.
Here you’ll see two fields for the Test Publishable Key and the Test Secret Key. After copying and pasting the keys from your Stripe account, go ahead and Enable Test Mode. Click Save.
A blue bar will appear at the top of the settings letting you know that Stripe 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 set up test mode. Make sure the Appointment Types you want to test have Stripe enabled as a payment option.
5. Book a Test Paid Appointment
When Stripe and SSA are in test mode, the payment portal won’t accept genuine card information. You’ll have to use the test card information provided by Stripe.
Just copy one of the card numbers included in their list, enter an expiration date in the future, and add a random CVC number.
Viewing the Test Paid Appointment
After booking the paid appointment, you can head over to the SSA Appointments page. You’ll find the new appointment on the list. It’ll look like a regular appointment.
Only if you open the Appointment Details will you see that it is a test appointment. Under the Status bar in the Payment Information section, you’ll see a yellow Test Mode bar.
Clicking on the Stripe Payment ID will take you to the payment information page in your Stripe account. Here, you can view your payment in test mode.