Schedulista allows you the ability to take payments online when clients book appointments.
This will give you an overview of the Payments feature. You can learn how to set up payments here.
Benefits of Payments
Require payment for services when clients book online
Secure clients' appointments with a credit card on file
Help reduce no-shows and late cancellations
Take deposits, if needed
Contents:
Payment options
While Schedulista is available worldwide wherever there is internet access, Stripe is not available everywhere. Check here to see if Stripe is available in your country.
When the payment feature is set up, Schedulista accepts online payments by major credit and debit card: Visa, MasterCard, American Express, Diners Club, JCB, and Discover.
Coupons, vouchers, or gift cards are not available or accepted for payment.
Payment settings
With payments set up, you'll have three settings options:
Require payment and capture card - Clients will be required to pay when scheduling and their card details will be stored on file in your Stripe account
Capture credit card - Clients will be required to enter credit card information to schedule their appointment but will not be charged at that time. Card details will be stored on file in your Stripe account to potentially charge the card at a later time. Useful to charge cancellation or no-show fees.
Don't ask for credit card - Clients will not be asked for credit card information to schedule their appointment
Receipts
In addition to the appointment confirmation email clients receive after booking, Stripe will also send a payment receipt to the client by email. You can customize the look of the receipt through Stripe.
Refunds
When you or a client cancels an upcoming appointment that was booked and paid for online, the payment will be automatically refunded to the client.
Note: You can limit client cancellations by configuring your
cancellation policy.
Learn the specifics about refunds here.
Viewing payments on the calendar
When a client schedules an appointment with a payment, you will see a payment icon ($) on the appointment tile, both on the web dashboard:
And in the mobile app:
On the web dashboard, if you hover over the appointment, you will also the payment amount.
Note: The hover feature may not be available in some internet browsers
on touchscreen devices.
Viewing payments on the appointment
On the web dashboard, if you click on the appointment tile and summon the Edit Appointment dialog, you will see payment information within the client summary area.
On the mobile app, tap on the appointment on the calendar to view details. On the Appointment Details page, tap on the client's name.
On the Client Details page, you'll see the payment listed below.
Viewing payment details in Stripe
On the web dashboard, there is an external link icon (green box with an arrow pointing to the upper right corner) to the right of the payment information. If you click on the icon it will take you directly to the related payment on your Stripe account.
On the mobile app, there is an external link icon to the right of the payment information. If you tap on the icon, it will take you directly to the related payment on your Stripe account in your phone's default mobile web browser.
If you're not already signed into your Stripe account, Stripe may require you to login to view the payment records.
More information
Basics:
Setting up:
Additional information:
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