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How do I switch credit card payment processors?
How do I switch credit card payment processors?
Switching and disconnecting online payment processors, including Stripe and Schedulicity's built-in payment processor
Angela avatar
Written by Angela
Updated over a week ago

As each account can only be hooked up to a single payment processor at a time, you will need to disconnect from your previous payment processor to connect to another – Stripe for Canada-based businesses or Schedulicity's built-in processor for US-based businesses.

I want to give a big heads up here that Stripe and Schedulicity's built-in processor don't communicate, so any credit cards you have collected within your previous payment processor will not be passed over to your new one. This will give you a fresh start with your new processor! 💸✨ 

What To Expect When Switching Payment Processors

If you have a contract with your current payment processor, you will need to read your particular contract closely to see how much advance notice you'll need to give them before leaving. Most processors that are not Stripe will require 30 to 45 days' notice before leaving your current payment processor. Additionally, you'll want to continue to process payments during that 30-45 day time period to avoid any Early Termination Fee or ETF. 

If you're looking to switch over from a contract-based payment processor to Schedulicity's built-in option or our third-party integration with Stripe, all you'll want to do is plan ahead and be patient. We'd hate for you to be assessed an ETF, and you'll most likely need to return any equipment to the processor (if you are leasing or renting), so you won't be charged a non-return fee as well. We'll be here when you're ready to switch! 

Make Sure You're Set Up to Switch!

Additionally, you'll want to make sure that Unlimited Plan is enabled on your account. You can easily check if you're unsure by heading to the My Plan area in the Schedulicity dashboard!

Alright, with all those good details taken care of, let's jump into some steps to disconnect from your current payment processor:

  1. Click the three lines in the upper left and select Payments from the menu.

  2. Select the “disconnect” button at the top of the page.

  3. Confirm the disconnect by checking the two boxes in the pop-up, then click "disconnect."

  4. Your account will be disconnected from Schedulicity, and your services or classes will no longer have the "Hold with a Credit Card" option enabled.

You will still have a Stripe or Schedulicity processing account as a heads up. If you want to cancel those accounts fully, there are a few different ways to go about this. In terms of canceling your Stripe account, you'll want to reach out to Stripe directly. If you're with Schedulicity's built-in option, please reach out to the Customer Experience team, and we'll be able to help you with the next steps!

Now that you've disconnected, you can connect to your new payment processor by walking through these steps. If you're choosing Stripe:

  1. Click the three lines in the upper left and open the Payments area

  2. Choose the "Integrations" tab across the top

  3. Then select the “get connected" button for Stripe

  4. This will take you to Stripe's landing page, where you'll want to allow permission for us to work together

  5. From there, you can either log in with your current account or create a new account that will automatically link to your Schedulicity account

Wanting to use Schedulicity's built-in option? Awesome – we have an entire article here on how you can get that all hooked up! Once you follow these steps, you'll be all ready to take payments on your Schedulicity account. 💪 

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