💳 Schedulicity has a handful of payment options!
Once set up with the Unlimited Plan and connected to Schedulicity Pay, you can require client to enter a card, pay a deposit, or prepay when booking online.
Jump to a section in this article:
What are the Payment options?
Hold with a Credit Card:
Requires clients to enter a credit card at the time of booking online
Card isn't charged at time of booking and client enters a card to hold the booking
Business can offer to charge the card on file after a booking, or in the event of a
Deposit:
Business sets deposit amount
Client is charged the deposit amount at the time of booking online (deposit isn't automatic if a business books for a client)
Funds are sent to the bank account for the business, 2 business days after the client books and pays online
Pre-payment:
Client is charged the full amount at the time of booking online (prepay isn't automatic if a business books for a client)
Funds are sent to the bank account for the business, 2 business days after the client books and pays online
❗Clients can't cancel appointments that they've pre-paid for online. They will get a message prompting them to call you to cancel.
❗If a business cancels an appointment with prepay or deposit, refunds are NOT automatic. To walk through a refund click here.
❗Clients can reschedule appointment online and funds move with the appointment.
💡 Pro tips:
Learn how to update your Payment Policies here, to communicate cancelation, refunds, and no show policies to clients.
Learn how to collect a deposit or prepayment, if booking an appointment for your client.
Choose payment options for a Service
Customize your payment setting for each Service:
From Settings -> select Services
Select the Service from your list -> click edit in the upper right
Under Payment Requirements for Clients Booking Online -> check the box for the payment option -> Save
To set up payment requirements for other Services, walk through these steps again 🚶.
Choose payment options for Classes
From Settings -> select Classes
Select the Class from your list -> click edit
Under Payment Requirements for Clients Booking Online, check the box next to the payment option you'd like
❗Notice the toggle -> allows client to bypass payment preferences with a package
Save your changes -> repeat for other classes as necessary
🎁 For more on Packages, click here to learn more.
Choose payment options for Workshops
From Settings -> select Workshops
Select the Workshop from your list -> click edit
Under Payment Requirements for Clients Booking Online, check the box next to the payment option you'd like
❗Notice the toggle -> allows client to bypass payment preferences with a package
Save your changes -> repeat for other Workshops as necessary
🎁 For more on Packages, click here to learn more.
New Client Policies
💳 Looking to require only new clients to enter a credit card or not allow new client to book online -> learn more here.