Whether you're using our own payment processor, Schedulicity Pay, or you're using our Payment Plugin to connect your Stripe or Square account, you can absolutely set up your services/classes/workshops so that clients are required to pay in full, pay a deposit, or enter credit card info to hold the appointment.

Payment Options for Services

Our payment options make it easy for you to require clients to pay in full, in part, or enter a card at the time of booking! Here's how to get things rolling for your services:

  1. Head over to Settings in the Schedulicity dashboard
  2. Select the Services tile
  3. From the list, choose the service you'd like to require a deposit or pre-payment for, and click the blue "edit" button
  4. Under Service Payment Preferences, check the box next to Pre-Payment if you would like to require clients to pay IN FULL at the time of booking OR
  5. Check the box next to Deposit and enter the percentage or dollar amount that you would like to require OR
  6. Check the box next to "Hold with a credit card when booked online" if you’d like clients to simply enter a credit card in order to book. Then, you can manually charge them or process a no-show fee later if needed!
  7. If you have our Package add-on as well, you'll notice a toggle that allows clients to bypass the payment preferences if they have an active package in their profile. (Just give a shout if you have any questions about that add-on!)
  8. Save your changes!

Moving forward, whenever a client books this appointment online, they will be required to make a payment or enter their card at the time of booking. If you would like clients to pre-pay for other services, just walk through these steps again!

Payment Options for Classes and Workshops

  1. Head over to Settings in the Schedulicity dashboard
  2. Select the Classes or Workshops tile
  3. Here you can either select "add new" or "add/edit" to update an existing class or workshop, if you are editing an existing one, you'll need to select the "edit" button again to select your payment preference
  4. Under Service Payment Preferences, check the box next to "Pre-Payment" if you would like to require clients to pay IN FULL at the time of booking OR
  5. Check the box next to "Deposit" and enter the percentage or dollar amount that you would like to require OR
  6. Check the box next to "Hold with a credit card when booked online" if you’d like clients to simply enter a credit card in order to book. Then, you can manually charge them a no-show fee later if needed!
  7. If you have our Package add-on as well, you'll notice a toggle that allows clients to bypass the payment preferences if they have an active package in their profile. (Just give a shout if you have any questions about that add-on!)
  8. Save your changes!

Going forward, whenever a client enrolls in this class online, they will be required to either enter their card, pay a deposit or pay in full in order to successfully enroll. If you would like clients to pre-pay for other classes, just walk through these steps again!

Heads up! Clients will not be able to cancel any appointments that they've pre-paid for online. They will get a message prompting them to call you to reschedule or cancel. They also will not be automatically refunded for a canceled appointment, since we wanted to leave that up to you to decide! 

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