We understand that switching payment processors might feel overwhelming! That's why we want to give you plenty of time to decide your next steps — and to keep those payments flowing.

Going forward, you have the choice between these two options:

Option 1: Switch to our built-in payment processing

To continue accepting payment using your Schedulicity account, we recommend that you apply for our built-in payment processor. With one low rate of 2.5% + 15¢ for every type of payment, including card-not-present transactions, it's going to save you money.

Our processor also comes with unlimited support from our Payment team, complimentary next-day funding, and of course, Norm — our new payment tool which allows clients to pay by text.

Option 2: Continue accepting payment through Square's app directly

You can choose to continue using Square for your business — just keep in mind, it would be outside of Schedulicity, instead of built-in. This means any cards on file will remain in the Square app, and moving forward you’d need to accept payments and collect credit cards through Square directly.

Either way, we have a team of Support Rockstars here to help make the transition as smooth and simple as possible, so don’t hesitate to reach out with any questions at all.

What happens to the client payment information I collected while I was connected with Square?

Right off the bat, any payment information that was stored in Square cannot be shared with Schedulicity because Schedulicity does not store any card information. The information is saved inside the payment processor, securely.

This means that when you're disconnected from Square within your Schedulicity account, those cards on file will no longer be available within your Schedulicity account. They will, however, still be available directly within your Square account. The information will not be lost once you disconnect from Square—just head over to your Square account to view that info.

If you find yourself needing to charge a card on file, which has not yet been collected in your new processor, you can log directly into your Square account and charge a client from there.

What else do I need to know before switching to Schedulicity's payment processor?

  • Any clients with Auto-Billing will need to update their card information to keep their billing cycle on track. If not, the client will be notified via email that the billing failed and they can update that information!

  • Any prepayment, deposit, or hold with a credit card settings will still be in place on your services and/or classes, though clients will be required to re-enter their card one time once the switch is made.

We've added prompts for clients to re-enter their payment information in several different places: during the booking process, when they receive their email confirmations, and at the time of checkout and within their client profile, too!

Our hope is that these enhancements will help you start to regain your client's cards on file within Schedulicity in no time.

Is my industry supported on Schedulicity's payment processor?

From hair stylists to tarot readers to dog groomers, we welcome all kinds of businesses on our scheduling platform. At this time, however, the use of our built-in payment processing is not available to certain businesses, including tarot readers, psychics, and CBD purveyors. In these cases, we recommend that you continue to accept payment through Square using Square's app (you will still be able to use Schedulicity for bookings and our marketing tools!).

How to connect to Schedulicity's built-in payment processor

Once you apply and are approved for built-in payment processing, you will be automatically disconnected from Square. If you'd like a heads up on what to expect on the application, click here. Otherwise, follow these steps to get going:

  1. Click on the three lines in the top left, and open the Payments area from the menu

  2. Select the "Schedulicity Pay" tab

  3. On this page, click on the "Start Application" button to get started ✨

If any questions arise, the team is here to help! Click the chat bubble on the bottom right or shoot them an email at support@schedulicity.com.

What's Next?

  • If you're not sure if your industry will be supported, view our FAQ.

  • Read up on PCI compliance for your new processor here.

  • Learn when and where you will receive your deposits from Schedulicity Pay.

  • Ready to try Norm and have some questions? Check out the FAQ page.

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