You can post other tender types without using Schedulicity Pay or our payment partners, Square and Stripe. 😎 First, you'll want to enable the Payment feature so you can start noting those transactions: 

  1. Click on the three lines in the upper left and select My Plan from the Schedulicity dashboard menu
  2. Find the Add-ons section and hit the "Manage" button to the right
  3. Click on the Payment add-on (it will turn red once you've selected it)
  4. Hit the orange save button to the right

This will allow you to record all types of payment that you receive from clients. If you’d like to fully process credit card payments through Schedulicity, you’ll want to make sure you have a payment processing account!

Record a Transaction for an Appointment

  1. Head to the appointment
  2. Click on the "Checkout" button in the upper right-hand corner
  3. Review the transaction details
  4. Select the tender type: Cash, Check, Gift Card or Other. If you select the “Other” option, you can simply note the transaction and mark the appointment as paid. All other tender types (cash, check, gift card, and other) will be recorded transactions as well, rather than full payments.  You can add a note here if you'd like. 
  5. Hit the "Complete" button to complete the transaction

Record a Transaction for a Class/Workshop

  1. Head to the Class Calendar
  2. Select the session that the client attended
  3. From the roster, select the three dots to the far right-hand side of the client’s name
  4. Choose “edit/view enrollment"
  5. Click on the "Checkout" button in the upper right-hand corner
  6. Review the transaction details
  7. Select the tender type: Cash, Check, Gift Card or Other. If you select the “Other” option, you can simply note the transaction and mark the appointment as paid. All other tender types (cash, check, gift card, and other) will be recorded transactions as well, rather than full payments.  You can add a note here if you'd like.
  8. Hit the "Complete" button to complete the transaction
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