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Services & Payments
Services & Payments
Managing your services, classes/events, and payments & credit card capture
43 articles in this collection
Written by
Felix Livni
and
Matt Tucker
Service Basics
Adding a service
Adding services for your clients to schedule
Written by
Matt Tucker
Updated over a week ago
Setup and cleanup time
How to block out time before and after appointments
Written by
Matt Tucker
Updated over a week ago
Split appointments
Designed for hair stylists to allow for gap appointments
Written by
Matt Tucker
Updated over a week ago
Organizing your services by category
Group your services to help clients quickly find what they need
Written by
Matt Tucker
Updated over a week ago
Multi-day services
Setting durations for services that last longer than 24 hours
Written by
Matt Tucker
Updated over a week ago
Special Features
About Alternate Locations for Services / Events
Options to set a different address or location for appointments or events
Written by
Matt Tucker
Updated over a week ago
How can I ask a client for their appointment location?
Setting a service for a client-specified location
Written by
Matt Tucker
Updated over a week ago
How can I set a different location for a specific appointment / event?
Setting an alternate location for a specific appointment or event
Written by
Matt Tucker
Updated over a week ago
How can I specify alternate locations for my specific services?
Specifying locations for different services when working at multiple locations
Written by
Matt Tucker
Updated over a week ago
How do I view a client's appointment location on a map?
Using the Directions link to view a client's address on a map
Written by
Matt Tucker
Updated over a week ago
Daily Deal - How to require coupon codes for services like Groupon
Setting a coupon redemption code field for daily offer services
Written by
Felix Livni
Updated over a week ago
Private services
Hidden services you can make available to select clients
Written by
Matt Tucker
Updated over a week ago
Limited time events
Services available to schedule for a set short amount of time
Written by
Matt Tucker
Updated over a week ago
Classes
About Classes and Events
Using Schedulista for appointments with multiple attendees
Written by
Matt Tucker
Updated over a week ago
Creating a class or event
Perfect for classes, workshops, group meetings, and events
Written by
Matt Tucker
Updated over a week ago
Making classes or events available
You've created a class or event, now set the availability of it
Written by
Matt Tucker
Updated over a week ago
Identifying a class or event on your list of services in settings
How to tell which service is a class or events
Written by
Matt Tucker
Updated over a week ago
Viewing a class or event on your calendar
Review specifics about booked classes or events
Written by
Matt Tucker
Updated over a week ago
Adjusting the max capacity of an existing class
Adding or reducing the number of available spots in a class
Written by
Matt Tucker
Updated over a week ago
Multi-seat booking for classes, events, or groups
Allow a single client to book multiple people for a group appointment at once
Written by
Matt Tucker
Updated over a week ago
Payments / Credit Card Capture
Payments Overview
A quick look at client payments through Schedulista
Written by
Matt Tucker
Updated over a week ago
What credit card processor does Schedulista use?
Details on our integration with Stripe
Written by
Matt Tucker
Updated over a week ago
What is credit card capture?
Learn more on this payment option
Written by
Felix Livni
Updated over a week ago
Set up Payments and Credit card capture
Get started on taking payments from your clients online
Written by
Matt Tucker
Updated over a week ago
Set up payments & credit card capture with an existing Stripe account
Get started on taking payments from your clients online
Written by
Matt Tucker
Updated over a week ago
Setting payment option on a specific service
Overriding the global payment option for a service
Written by
Matt Tucker
Updated over a week ago
What do clients see for payments or credit card capture?
Where the credit card entry fields appear during scheduling
Written by
Felix Livni
Updated over a week ago
How do I select the currency for my business?
Choosing the currency your clients pay in
Written by
Matt Tucker
Updated over a week ago
How do I set or change the price of a service?
Setting how much you charge
Written by
Matt Tucker
Updated over a week ago
Charging a captured credit card
Take payment on a remaining balance or charge a no-show fee
Written by
Matt Tucker
Updated over a week ago
Charging a client when you set an appointment on your calendar
How to charge existing or new clients for appointments you set in Schedulista
Written by
Matt Tucker
Updated over a week ago
How do I take a deposit?
Setting your service price as a deposit
Written by
Matt Tucker
Updated over a week ago
How to send clients receipts
Offering email receipts to your clients for service payments
Written by
Matt Tucker
Updated over a week ago
How do I customize client receipts?
Branding receipts for your business through Stripe
Written by
Matt Tucker
Updated over a week ago
Service FAQs
How do I store a service I don't want to offer at this time?
Removing a service from your scheduler without deleting it
Written by
Matt Tucker
Updated over a week ago
Payment FAQs
How Schedulista users can contact Stripe for support
24x7 support by email, chat, or phone for Schedulista users with Stripe accounts
Written by
Matt Tucker
Updated over a week ago
Does Schedulista charge for credit/debit card payments?
Is there a fee for client payments or does Schedulista take a percentage?
Written by
Matt Tucker
Updated over a week ago
When will I receive the funds from client payments?
When payouts are transferred from Stripe
Written by
Matt Tucker
Updated over a week ago
Why are the credit card fields not appearing in the scheduler?
If the fields don't show when you require clients to pay when scheduling
Written by
Matt Tucker
Updated over a week ago
How do I offer a cash-only or pay-in-person option for a service?
Duplicating a service to offer payment options
Written by
Matt Tucker
Updated over a week ago
How are clients refunded for cancelled appointments?
Refunds through Stripe for appointments paid online through Schedulista
Written by
Matt Tucker
Updated over a week ago
How do I manually issue a refund through Stripe?
How to issue a full or partial refund
Written by
Matt Tucker
Updated over a week ago
Helping clients track a refund
Tracing numbers from Stripe that can help track automatic or manual refunds
Written by
Matt Tucker
Updated over a week ago