Schedulicity Rockstars

Wren

Mikayla

Travis Truax

Payment

hold with a credit card. prepayment, deposit, deposits, protection from no-shows or cancellations

Can clients enter a credit card, pay a deposit, or prepay when booking online?

Getting Started

Disable tipping, no gratuity, turn off gratuity, turn off tips

How to turn off tipping?

Checkout, charge credit card, cash or check, partial payment, split payment, record, gift card, send receipt, charge deposit

How do I Checkout a client, charge a Partial Payment or a Split Payment?

How to use QR code, Text Payment, Contactless Payment,

What is pay by text, and how do I use it?

Finding deposits and processing fees in Clearent, update bank account, change my bank account

How do I access Clearent's reporting platform?

Refund a credit card transaction, record refund

How do I process a refund?

Saving credit card info to a client’s profile, adding a client's payment method, Can my clients add a card on their own?

Can I save a client's payment information? How can my clients add their own card?

Taxes, 1099, Schedulicity payments, tax questions

Tax Time with Schedulicity Pay

Invoicing, how to send clients an invoice

Can I invoice my client?

Self Assessment Questionnaire (SAQ) for Payment Card Industry Data Security Standards

What is PCI compliance?

Payment options, how clients can pay, checkout, credit card, cash, check, record payment, pay for an appointment, charge a card

What are all the ways clients can pay in Schedulicity?

Payment Basics

Help prevent chargebacks, payment dashboard, how to handle chargeback,

How do I dispute a chargeback?

Troubleshooting

Pricing

Videos

Find answers and get help from Intercom Support and Community Experts

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