Stepping over to Schedulicity Pay* is easy as 1, 2, 3! We've designed our onboarding process so that it's smooth sailing in order to get you ready to charge cards at our awesome low rate. ⛵
Before diving in, you'll wanna first ensure you have the Unlimited Plan, which is needed to enable Schedulicity Pay. Not a member of Schedulicity yet? No problem – you can join here to get started. Either way, you'll want to keep the following items in mind:
You'll want to gather your tax ID number, Social Security number, banking account info, and business sales and product information.
Payment processors 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! 💸✨
When you're ready to rock, here's what you can expect from signing up.
How to apply for Schedulicity Pay
Click on the three lines in the top left, and open the Payments area in the Schedulicity dashboard
Select the "Schedulicity Pay" tab
On this page, click on the "Start Application" button to get started!
From here, you can expect to go through a few pages during the sign-up process:
On the first page, we'll simply ask you a few questions: your first and last name, and the type of ownership you have in your business. Additionally, if you're a co-owner of your business, we'll ask how much of a stake you have in your business.
On the second page, you'll see a preview of some pre-filled information from your Schedulicity account, including your business name and mailing address. If all is good, go to the next step! Otherwise, click on "Edit Information" to adjust as needed.
The third page will ask for some additional business information, including your mailing address and some personal information to verify your identity. Not to worry; Schedulicity doesn't store this in any way!
Page four is devoted to your banking information. Make sure to double check your information to ensure that your money is going to the right place! 💸
After your banking information, you'll need to enter some information about the type of business you have, an estimate of the average annual volume of credit card sales, the type of services and products you offer, as well as your refund policy
After that, you'll see a series of pages asking you to sign any agreements that we offer. You'll want to read these carefully, for sure 🔍
Once the signatures are finished, your Schedulicity Pay application will be completed!
From there, we'll submit your application to Clearent, who is our amazing processing partner for Schedulicity Pay. You should be approved within minutes, though, if more information is needed, we will reach out so we can get you all set!
* Available in the U.S. only.