Enabling Payment Collection for Appointments

In this guide, I’ll walk you through the process of setting up payment collection for your appointments.

Step 1: Connect Your Stripe Account

Before getting started, ensure that your Stripe account is connected. Navigate to the Payments section and select the Integrations tab. If your Stripe account is already connected, you’ll see an option to Manage it; otherwise, please connect your account before proceeding.

Step 2: Access Calendar Settings

Next, head over to your Calendar Settings.

Click on the three dots next to your appointment calendar and select Edit.

Step 3: Configure Payment Options

In the Edit Calendar pop-up, switch to the Forms & Payment tab. Scroll down until you find the Accept payments toggle.

Activate the toggle, and enter the fee you wish to charge for your appointments in the Amount field. Select your preferred currency from the Currency dropdown menu.

You also have the option to add a payment description in the provided text field.

If you’d like to collect a deposit, you can enable the Accept Partial Payment option. Set the deposit amount as either a fixed sum or a percentage of the total fee.

Step 4: Finalize and Test the Payment Integration

Once your settings are configured, click Complete to finalize the integration.

To test the payment feature, click the link to open your calendar in a new window. Select a date and an available time slot, then click Select Date.

After completing the scheduling form, you’ll see the payment option appear as part of the booking process.

And that's it! You can now accept payments directly when appointments are booked.

Troubleshooting Common Payment Issues

If you encounter any issues, here are some common problems and solutions:

• Connection Issues with Payment Processor: Ensure your payment processor account is active and the API keys used for integration are correct.

• Payment Not Processing: Verify the payment amount is set correctly and check for any restrictions on your payment processor account.

• Customers Can’t See Payment Option: Ensure the payment option is enabled for the appointment type, and that payment instructions are clearly communicated.

Managing Appointment Payments

The CRM offers various tools to help you manage and track payments received for appointments:

• Viewing Payment Status: Monitor the payment status for each appointment directly from the appointment dashboard.

• Processing Refunds: If necessary, you can issue refunds directly through the CRM.

• Exporting Payment Reports: Generate and export detailed payment reports for accounting purposes.

Frequently Asked Questions

• Can I integrate multiple payment processors? Yes, the CRM supports multiple payment processors. However, you will need to select a default processor for handling appointment payments.

• Are there additional fees for accepting payments through the CRM? The CRM itself does not charge extra fees for processing payments, but standard transaction fees from your payment processor may apply.

• How secure is the payment integration feature? The CRM uses industry-standard security protocols to safeguard payment information and transactions.