As a heads up before digging into our Payment Plugin, we wanted to let you know we've rolled out our own payment solution: Schedulicity Pay.  If you are interested in a 1.99% + .10¢ processing rate for in-person transactions (a 2.85% + .25¢ rate for keyed-in and e-commerce transactions) and would like to give things a try, you'll wanna first ensure you have our Unlimited Bookings Plus add-on. From there, you can contact us directly to learn a little more and get things rolling! 😎

That said, we have the Payment Plugin as well, which is one of our add-ons conveniently built so you can charge your customers directly from your appointment calendar or you can choose for your clients to pay at the time of booking, a deposit or the full amount if you wish! With our Payment Plugin, you can charge a card for services, classes, and workshops as well as add miscellaneous items such as products to a client's ticket. You can also tailor each payment to include any discounts, taxes, and/or gratuity as well as print or email a client receipt.

Once the add-on is enabled, you have the choice of two different payment processors, Square or Stripe, right now. Either one is entirely up to you, and there are some processing fee differences that I want to give a heads up on:

If you swipe a card through the Schedulicity + Square integration, the processing fee is 2.75%. If you key it in, like when you’re taking the card number over the phone, for example, it’s 2.9% + $0.30.  Otherwise, checking out on your mobile device is 3.5% + $0.15.  

Stripe has a flat rate of 2.9% + $0.30 per transaction for Visa, Mastercard, Discover and American Express. If your business needs to accept FSA or HSA cards, no problem— you can accept those as well, through Stripe as well as Square. You will just need to contact them directly to enable that feature!

If you’re looking to accept other tender types in Schedulicity, such as gift cards, cash, checks, or if you accept payments via PayPal or QuickBooks, you’re welcome to use our Payment add-on to simply track these payments. With this option, you don’t need a payment processor account, as this is simply a way to track payments for recording purposes. Additionally, you'll have the option to search payment transactions by date range OR booking confirmation numbers, and you can accept payments on your Schedulicity Business app as well. 😃 

You can check out our awesome Payment Plugin for just $5 per month for single provider accounts, and $10 per month for multiple provider accounts.

If you would like to watch a quick demo of payment check out this handy video: 

Ready to give it a try? Give these steps a go:

  1. Once logged into the full site (not the iPhone app), click on the three blue lines and select My Plan from the menu
  2. If you haven't already added your card under Payment Information, you'll want to do that first.
  3. Next, hop over to the "Manage Plan" tab across the top
  4. Click on the Payment Plugin add-on (it will turn green once you've selected it)
  5. Hit the "Review and Confirm" button to the right

Next, you'll want to make sure you are connected to a payment processing account since they handle all the processing for our payment feature!

  1. Click on the three blue lines and select "Payments" from the menu
  2. Choose the "Preferred Partners" tab across the top
  3. Select the “connect to Stripe or Square” button
  4. This will take you to their website where you can fill out the account creation to start your processing account, or you can log in to an existing account. 
  5. Once you've finished that application, you'll be taken right back to your Schedulicity account. You can now take credit cards via Schedulicity!

Sweet! Now here's how to process a charge for an entire appointment:

  1. Click on the appointment to open the details page and select the checkout button at the top right
  2. Review the pricing and go back to the appointment details to adjust, if needed!
  3. You can add additional items to charge if you like (like a product), and can add a discount too!
  4. Once you've reviewed your ticket items, click on the "continue" button
  5. On the next page, select the payment type: Credit Card, Cash, Check, Gift Card, or Other. If you wish to use a card on file, you can select "Credit Card" and then select "Charge A Card Ending in..." – otherwise, simply choose to Log a Transaction if you want to record a transaction
  6. After choosing your payment type, you'll have the option to add tip and email the client too!

And how to process a charge for a class/workshop:

  1. Open the class roster and click "..." to the right of the client's name
  2. Select the Edit/view enrollment page
  3. Hit the checkout button at the top right
  4. Review the pricing and go back to adjust, if needed!
  5. You can add additional items to charge if you like (like a product), and can add a discount too!
  6. Once you've reviewed your ticket items, click on the "continue" button
  7. On the next page, select the payment type: Credit Card, Cash, Check, Gift Card, or Other. If you wish to use a card on file, you can select "Credit Card" and then select "Charge A Card Ending in..." – otherwise, simply choose to Log a Transaction if you want to record a transaction
  8. After choosing your payment type, you'll have the option to add tip and email the client too!
  9. Wanting to require payment upon booking check out these steps here

Finally, if you're wanting to collect a partial payment for an appointment, you'll just want to follow these steps instead:

  1. Click on the appointment to open the details page and select the checkout button at the top right
  2. By the service your client wishes to pay for on the ticket, click on the three vertical dots and select "Accept Payment"
  3. Review the price by "Payment," and adjust as needed 
  4. You can add additional items to charge if you like (like a product), and can add a discount too!
  5. Once you've reviewed your ticket items, click on the "continue" button
  6. On the next page, select the payment type: Credit Card, Cash, Check, Gift Card, or Other. If you wish to use a card on file, you can select "Credit Card" and then select "Charge A Card Ending in..." – otherwise, simply choose to Log a Transaction if you want to record a transaction
  7. After choosing your payment type, you'll have the option to add tip and email the client too!
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