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.
For your business, you might want to give clients the option to pay online or pay in person. There are two methods to offer these options.
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
A service can only have one payment option selected at a time. The default option for all services can be set on the Payments page (Payments via Stripe in the mobile app) in settings. You can set an override on each service to choose the payment option for that specific service.
To offer different payment options to the client, you can either (1) duplicate the service; or (2) use credit card capture and a custom field.
Contents:
Method 1: Duplicating service for "cash only" or pay-in-person option
(1) On the mobile app (version 7.3 or above): Tap on Services / Classes / Events under the Configure section on the Settings tab
On the web app: Go to Settings > Services / Classes / Events
(2) Tap or click on the down arrow to right of the service you wish to duplicate
(3) Select Copy from the menu
(4) On the service details page, change the Service Name to reflect that it is the cash only/pay-in-person option
(5) Scroll down to the Service Overrides section
(6) Tap or click the radio button next to Override
(7) Select Don't ask for credit card from the drop-down menu
(7) On the mobile app: Tap Save at the bottom of the page, then tap Close at the top to return to the Settings tab
On the web app: Click Save at the bottom of the page
Now you can distinguish the two options on your Services list.
What clients see
On your services list in the scheduler, clients will see both services to make a choice why payment option they would prefer. If they select the main service, the credit card details fields will appear on the scheduling details form page.
Method 2: Using credit card capture and custom field on a single service
Credit card capture requires the client to enter their credit or debit card information to secure the appointment. The card information is saved on your Stripe account. You can add a custom field to the booking form in the scheduler to ask clients which payment option they would prefer, online payment or pay in person.
If they choose online payment, you can charge their card on file through your Stripe account for the payment.
Step 1: Set payment option on service to credit card capture
(1) On the mobile app (version 7.3 or above): Tap on Services / Classes / Events under the Configure section on the Settings tab
On the web app: Go to Settings > Services / Classes / Events
(2) Tap or click Edit next to the service on which you want to offer payment options
(3) On the service details page, scroll down to the Service Overrides section
(4) Tap or click the radio button next to Override
(5) Select Capture credit card from the drop-down menu
(6) On the mobile app: Tap Save at the bottom of the page, then tap Close at the top to return to the Settings tab
On the web app: Click Save at the bottom of the page
Step 2: Add custom field
(1) On the mobile app: Tap on Custom Form Fields under the Configure section on the Settings tab
On the web app: Go to Settings > Custom Form Fields
(2) Tap or click Add Custom Field
(3) Select the custom field Type; We recommend the Radio buttons type
(4) Enter a Field Name. This is not shown to the client; this is what you'll see on the appointment
(5) In the Prompt field, enter the question that the client will see in the online scheduler
(6) Enter the Options for the client to choose from
(7) Under the Services section
select All services to apply the custom field to all of your services; or
select Some services to select which specific service(s) you want to which you want to apply the custom field
(8) On the mobile app: Tap Save at the bottom of the page, then tap Close at the top to return to the Settings tab
On the web app: Click Save at the bottom of the page
You can click-and-drag or press-and-drag the custom field tile by the three-lines on the left side to change the order of the fields. You might move the Payment field above the standard Comment field.
What clients see
When clients select their service, their provider (if applicable), and their date & time, on the booking form to fill in their details, they will include their credit or debit card information and select which payment option their want.
How to charge a captured card for payment
If the client chooses to make payment online prior to their appointment, you can manually charge the card on file through your Stripe account. You can access their customer record on your Stripe account through their Schedulista client record. More on the steps for this here.
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