If you're all set up with our Unlimited Plan and are connected to Schedulicity Pay or Stripe, 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, pay a partial deposit, or enter a card at the time of booking! Here's how to get things rolling for your services:

  1. Click the three lines in the upper left and choose "Settings" from the menu

  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 "edit" button on the upper right

  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 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 feature 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 us 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. Click the three lines in the upper left and choose "Settings" from the menu

  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 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 feature 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 us a shout if you have any questions about that add-on!)

  8. Save your changes!

From now on, whenever a client enrolls in this class or workshop 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. Instead, 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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