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Set up Payments and Credit card capture

Get started on taking payments from your clients online through Schedulista via Stripe

Matt Tucker avatar
Written by Matt Tucker
Updated over a week ago

Schedulista provides online appointment scheduling software for your business or organization to allow your clients to book with you 24/7. We support a number of integrations with other software and services to aid with your business.

We offer the ability to take payments online through integration with Stripe. Once your Stripe account is setup and connected, you will be able to accept payments by credit and debit card when clients book online.

Payment options available

  • Require payment and capture card - Client's credit or debit card is automatically charged when the appointment is booked. Card details are captured and stored on your Stripe account to aid in refunds. You can manually charge the card on file if additional charges are needed.

  • Capture credit card - Client's credit or debit card is required to secure the appointment but client is not charged at that time. Card details are captured and stored on your Stripe account. You can manually charge the client's card on file 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 - Will not ask clients for credit or debit card information to schedule their appointment

Step 1 - Connecting your Schedulista account with Stripe

Create and connect your Stripe account to your Schedulista account. If you already have a Stripe account, follow steps here to complete your setup.

(1) On the web app: Go to Settings > Payments

On the mobile app (version 7.3 and above): Tap on Payments via Stripe under the Configure section on the Settings tab

(2) Click or tap the Connect with Stripe button

An image displaying part of the Payments page in Schedulista settings; a box indicates a button labeled Connect with Stripe; an arrow pointing to the box and button indicates clicking or tapping the button to move forward.

(3) On the Stripe activation page, enter your email address. Then, click or tap Continue

Note: For convenience, we recommend using the same email address you use for your Schedulista login. Stripe will send notifications to this email address.

An image of a Stripe account setup page labeled Get started with Stripe; a box indicated a form field to enter an email address that will be used to log into the account when created; an arrow points to a Continue button to be clicked or tapped after entering the email address.

(4) Enter a password for your Stripe account. Then, click or tap Continue

An image of the next page in the Stripe account setup labeled Create your free Stripe account; a box indicates a form field to enter a Password to log into the Stripe account once created; an arrow points to a Continue button to click or tap to move forward.

(5) Enter your mobile number to have Stripe text you a security code. Then, click or tap Send text

An image displays the next page in the Stripe account setup labeled Secure your account with a mobile number; a box indicates a form field to enter a mobile telephone number; an arrow points to a Send text button to click or tap to move forward; Using the button will send a 6-digit security code to the mobile telephone number.

Note: As alternatives, you can use an authenticator app, like Google Authenticator (App Store, Google Play), Twilio Authy (App Store, Google Play), Microsoft Authenticator (App Store, Google Play), etc.; or you can be provided a security key.

An image displays the same page in the Stripe account setup labeled Secure your account with a mobile number; a box indicates the following sentence: Use an authenticator app or a security key instead; These are alternatives to entering the mobile telephone number; an arrow points to the sentence to indicate a link on the words authenticator app and a second link on the words security key; the links can be clicked or tapped for further information on these alternative options.

(6) Enter the 6-digit security code from the text

Note: From an authenticator app, add the code provided (the code is timed, so make sure to enter it in enough time); or enter the provided security key.

(7) You will be provided a one-time account security backup code. This code can be used to gain access to your account if you are unable to do so. Click or tap Download code to save it or Copy code to be able to paste it in a notepad or some other tool. Then, click or tap Next.

SAVE THIS CODE AND KEEP IT SAFE. This is the only time you will be presented with the backup code. The code cannot be accessed within the account and Stripe support (or Schedulista) will not be able to provide you with the code in the future.

An image displays the next page in the Stripe account setup labeled Your account is secured; a box indicates a 20-character emergency backup code for the account; below the code are two links, one labeled Download code that allows you to save this code to your computer device, the other labeled Copy code that allows you to copy the code to the clipboard so that it can be pasted elsewhere; an arrow points to a Next button to move forward.

(8) Follow the next steps to fill in the basic information about your business and the bank account you'd like to connect to transfer funds.

For tax reporting purposes, Stripe requires a tax ID number (TIN). The type of TIN required varies depending on your country's tax authority and the type of business you own. If you don't have a business tax ID number (i.e., an Employer Identification Number or EIN in the U.S.), you may be asked to provide a personal tax ID number, such as your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) in the U.S.

There may be additional business verification information Stripe requires after your account has been set up.

(9) Stripe will send an authentication email to the email address you set for your Stripe account login. You must click the link in the email to authenticate your Stripe account to keep it active. Without authenticating your account, you will not be able to take payments.

Note: If the email doesn't arrive in your inbox, make sure to check the junk/spam folder. You might also search your email account using the term Stripe to locate the email.

Step 2 - Setting the global payment option for services

Only one payment option can be set on a service at a time. The global payment option is the default that applies to all services on your business account. You can also override the global payment setting to set a different payment option for a specific service.

After you sign up with Stripe, you will be redirected back to the Payments (via Stripe) settings page in Schedulista. Your Stripe account is now connected.

Basic information about your Stripe account will appear on the page as a reference.

  • Your Stripe account name, based on your Schedulista scheduling page URL

  • Your Stripe account email, the email address you use to sign into your Stripe account dashboard

  • Your Stripe account ID, a number Stripe support can reference for your specific account

The next step is to select your default payment setting for all services.

(1) Select your payment setting from the drop-down menu:

  • Require payment and capture card

  • Capture credit card

  • Don't ask for credit card

(2) Click or tap Save to enable your global payment setting

Note: Require payment and capture credit card is the default setting. If this is the option you want, you won't need to make a change and you won't need to save the page. The Save button will remain faded and unclickable.

If you choose another payment option, the Save button will become active. Click or tap the button to save your choice.

On the mobile app: scroll to the top of the page and tap Done to return to the Settings tab.

Step 3 - Setting prices on services for required payments

If you require payment: You must set prices for your services to have the credit card field appear in the online scheduler.

If you use credit card capture: This option does not require prices for your services, but you can add prices if you'd like.

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