Schedulista integrates with Stripe to accept online payments by credit and debit card when clients schedule. Setting up payments gives you three options:

  • Require payment and capture card - Lets you charge a credit card automatically when a client books an appointment. Card details are stored on file in your Stripe account.
  • Capture credit card - Lets you require a credit card to secure the client's appointment without charging them at that time. Card details are stored on file in your Stripe account to charge the client for services at a later time, or charge them fees for violating your cancellation policy or no-shows, if necessary.
  • Don't ask for credit card - Lets you not ask your clients for credit card information to schedule their appointment

You can set your payment option for all services or an override by specific service.

Contents in this article:

  • Connecting Schedulista with Stripe
  • Enabling payments / credit card capture
  • Overriding payment settings per service
  • Settings prices on services (for required payments)

Connecting Schedulista with Stripe

First, you'll need to create and connect your Stripe account to your Schedulista account.

(1) Go to Settings > Payments

(2) Click the Connect with Stripe button

You will be presented with Stripe's sign-up page. You can either:

(3a) Click the Sign in link in the upper right if you already have a Stripe account; or

(3b) Fill out the one-page application to create a new Stripe account

Enabling payments / credit card capture

After you sign up with Stripe in the previous step, you will be redirected back to the Payments settings page in Schedulista. Your Stripe account will now be connected.

(1) The next step is to select your default setting for all services:

  • Require payment and capture card
  • Capture credit card
  • Don't ask for credit card

(2) Click Save to enable your setting

Overriding payment settings per service

You can override credit card settings on a per service basis by editing your services.

(1) Go to Settings > Services / Classes / Events

(2) Click Edit next to the service you are interested in changing

(3) On the service details page, scroll down to the Service Overrides section

(4) Select Override

(5) Choose the payment option for the service from the drop-down menu:

  • Require payment and capture card
  • Capture credit card
  • Don't ask for credit card

(6) Click Save at the bottom of the page

Setting prices on services (for required payments)

The credit card fields will appear on the scheduling details form page in the scheduler if you select the "capture credit card" option.

To have the credit card fields appear when you require payment, you must set prices for your services.  Read more on setting service prices here.

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