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I'm approved for the built-in payment processing... what next?
I'm approved for the built-in payment processing... what next?
Next steps after payment approval, what to know now that you're approved, what about cards on file, old payment processor
Travis Truax avatar
Written by Travis Truax
Updated over a week ago

Congratulations on all the money you're going to save with our built-in payment processor πŸŽ‰ Now that you're done with your happy dance, there are a few things you'll want to know before diving in.

Once you're approved, you can start processing right away! Just take a look here for all the details on checking out clients.

You can also go ahead and set up your services/classes/workshops to require prepayment, a deposit, or save payment info to hold the appointment when clients book, which is a super easy way to get that info securely stored on file, as it will automatically be added to client profiles when they book. πŸ™ŒΒ 

What if I was with Stripe before?

If you've been connected with Stripe via our integration with them, the first thing that will happen once you're approved for payment is you'll be automatically disconnected from your Stripe account, and the built-in payment will automatically be enabled. With this, any cards previously on file with Stripe will no longer display in Schedulicity, as they are a separate processor.Β 

Rest assured, if you need to charge a client whose payment method is stored within Stripe, you can totally go to your Stripe account directly to charge them there. Moving forward, you can start collecting new payment info as clients book appointments, or enter them with clients directly.Β 

Similarly, if you're using our Auto-Billing feature with Stripe, new payment info will need to be added to client profiles for that as well. Good news is clients will be notified by email to update their payment info if an auto-billing charge fails to go through, though you may also want to check the Auto-Billing report to see the status of everyone's billing. You could then reach out to them directly via email to let them know you've switched payment processors. πŸ‘

You'll also want to make sure you're no longer checking your Stripe account for deposits since they are no longer associated with your Schedulicity account. Depending on your previous payment processor, there are a few things to keep in mind. Check out this article on switching processors for a little more info there.

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