Set up Payments and Credit card capture
Get started on taking payments from your clients online
Matt Tucker avatar
Written by Matt Tucker
Updated over a week ago

Schedulista offers the ability to take payments 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 automatically charged when the appointment is booked. Card details are captured and stored on your Stripe account to aid in refunds, or 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

You set up payments in three steps:

Step 1 - Connecting Schedulista 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) Go to Settings > Payments

(2) Click the Connect with Stripe button

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

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

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

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

(6) Enter the 6-digit security code

(7) Follow the 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 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.

(8) 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 and 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 your global payment option

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

Basic information about your Stripe account will appear 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.

Only one payment option can be set on a service at a time. All services will use the global payment setting for your account. However, you can also override the global payment setting to set a different payment option for a specific service.

(1) Select your payment setting:

  • Require payment and capture card

  • Capture credit card

  • Don't ask for credit card

(2) Click Save to enable your global payment setting

Note: 'Require payment and capture credit card' is the default 
setting. If you don't change this, the 'Save' button will remain faded
and unclickable. Once you change the payment option, the Save button
will become active.

Step 3 - Setting prices on services for required payments

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

The credit card capture payment option does not require prices for your services, but you can add prices if you'd like.

Related articles:

Did this answer your question?