Introduction

An overview of how to manage payments made for booked appointments through PayPal or Stripe, view whether they’ve been successful, and learn how to make refunds.

For information on adding payments to appointment types, please take a look at our article on payments for appointment types.

Viewing Payment Information

To view the payment details for a booked appointment, click an Appointment > click the View appointment details link.

The Appointment Details page displays a Payment Information section at the bottom of the screen. The details included in the list are:

• Payment ID
• Date and time of payment
• Card information
• and status bubble

Successful Payments

When a payment goes through, a green Succeeded bubble appears in the Payment Information. This also confirms the booking.

Failed Payments

Connection errors, processing issues, insufficient funds, declined cards, security reasons, or restricted accounts can all cause failed payments.

When payment doesn’t go through, an orange Failed bubble appears in the Payment Information. This tells us the booking is pending.

Pending Payments (PayPal only)

If a customer experiences a failed payment or doesn’t complete the booking form for a paid Appointment Type, their appointment time holds for 7 days.

You’ll find the appointments with the Pending Status using the Pending Payment or Pending Form Submission filter.

After the 7-day hold goes by, the pending appointments go into the Abandoned category.

If you click to view the appointment details page, you’ll see the payment status listed as pending_payment.

Learn more about the Booking Status flow for Payments.

Cancelling and Refunds for Paid Appointments

Canceled appointments don’t automatically issue refunds to customers. You’ll have to issue the refund for the customer manually.

Stripe Refunds

From the Home screen, go to the Payments tab, and select the payment you’d like to refund.

This should re-direct you to the transaction details page on Stripe. You can find the refund button in the top-right corner. You can either refund in full or choose the amount.

Refunds take 5-10 days to appear in the customer’s account.

PayPal Refunds

Go to the Appointment Details page, and under the Payment Information section, copy the payment ID. From here you’ll need to go to your PayPal account.

In your Activity tab, under All Transactions, search for the transaction using the payment ID. Open up the transaction details, and you’ll find the refund button in the Payment Details section.

An issue refund page should load where you can choose how much you want to refund.

Related Guides

• 

  Payments Setup

• 

  Custom Subject and Message

• 

  Cancel, Reschedule, Edit or Delete Bookings

• 

  Payments, Stripe and PayPal FAQ