You can post other tender types without having to use one of our payment partners, Square or Stripe! 

You'll first want to enable the payment feature so you can start recording those transactions: 

  1. Click on the three blue lines and select "My Plan" from the 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!

Here's how to 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. Note that if you select the “credit card” option, you can either use the client’s credit card (if you have a Square or Stripe account) or you can simply record the transaction. 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

If you are looking to record a transaction for a class or workshop here's how: 

  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. Note that if you select the “credit card” option, you can either use the client’s credit card (if you have a Square or Stripe account) or you can simply record the transaction. All other tender types (cash, check, gift card, and other) will be recorded transactions as well, rather than full payments.
  8. You also have the option to add a note if you'd like
  9. Hit the "Complete" button to complete the transaction
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