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Help Center » Customizing Appointment Types » Managing attendee payment settings


Managing attendee payment settings

You're able to collect payments from your attendees when they book an appointment with you. This guide explains how to manage your payment settings for a specific appointment type. The numbered steps below will help you navigate to the Payment Settings Page of your desired appointment type.

If you're already on the Payment Settings Page, ignore these steps and start at the blue bullet point below

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  1. Log in to your account on AppointmentThing.com
  2. Click 'My appointments' at the top of the home page
  3. Click the 'Appointment Types' link in the menu on the left side of the page to navigate to your Appointment Types Page
  4. From here, click on the white tile of the appointment type for which you want to manage attendee payment settings. This will take you to the Appointment Editing Flow for that appointment type
  5. Click the 'Payments' header to expand the Payment Settings section of the Appointment Editing Flow


You must have a payment type connected to your AppointmentThing account to manage your payment settings. If you have not yet connected a payment type, you will see a yellow box at the top of your Payment Settings page with a link to connect your payment type. Please click the link and follow the instructions on that page to connect your desired payment type. You will need an AppointmentThing Pro plan to connect a payment type. This guide will assume you have a payment type connected to your account.

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Your Payment Settings Page

This page, as shown in the image below, is where you can enable the ability to accept payments from your attendees for a specific appointment type

Disclaimer: AppointmentThing provides integrations with Stripe and PayPal so that AppointmentThing Customers have a way to accept payments from their attendees through their (the AppointmentThing Customer's) own Stripe or PayPal accounts. AppointmentThing never touches the money that is exchanged through these transactions - the exchange is solely between the AppointmentThing customer and their attendees. AppointmentThing has no control or authority over these transactions, nor does AppointmentThing handle any refunds or invoices for attendees - these are the responsibility of the AppointmentThing Customer who is accepting the payments, and can be managed through either their Stripe or PayPal account


  • To accept payments from your attendees for this appointment type
  1. In the "Accept payment for this appointment type" section, select the payments platform you want your attendees to use to pay you. Please note that you can only select a payments platform that you have already connected to your AppointmentThing account
  2. In the "Price" section, enter the amount your attendees will need to pay when they book this type of appointment with you
  3. In the "Price" section, select the currency of the payment. This should match the supported currency provided by your connected payment platform. Changing the currency does not just change the currency symbol, but actually changes the currency of the payment within Stripe or PayPal. Your attendees will see the cost of this appointment type in the currency you select, and will make the payment in that currency. If the bank accounts of your attendees are in a different currency than your own, Stripe or PayPal will handle the currency conversion process. You can read more about how Stripe and PayPal respectively handle this process at the following links:
    Stripe's process
    PayPal's process
  4. In the "Payment Terms & Conditions" section, write your terms and conditions in the box provided. These will be visible to your attendees as they are making the payment, so they should be clear and informative. For instance, you could include your refund policy or anything else you think your attendees should know
  5. When you're happy with your settings, click the blue 'Save' button to save your changes


  • What your attendees will see
    This section briefly shows what the experience will be like for your attendees when they book an appointment type for which you've enabled payments. 

    First, on your booking page, your attendees will see the cost of this appointment in the list of appointment details as shown in the image below


    When your attendees have chosen an appointment time, they will be taken to the second step of the appointment booking process where they will be prompted to enter their details. At the bottom of this appointment details page, your attendees will be presented with a "Payment Information" section. 
  • If you've chosen to accept payments from your customers through Stripe, the Payment Information section will look like the image below:


    On this page your attendees will see the price of the appointment, the Payment Terms & Conditions and a field to enter their credit card information. Stripe will automatically verify if the credit card number your attendees have entered is valid. Once they've entered a valid payment method, they will be able to click the blue "Schedule Appointment" button to book the appointment with you! 


  • If you've chosen to accept payments from your customers through PayPal, the Payment Information section will look like the image below:


    When your attendees click the orange "Pay with PayPal" button, a PayPal pop-up will appear where your attendees can choose to pay either via credit card or with money they already have in their personal PayPal accounts. Once they've payed through PayPal, they will be able to click the blue "Schedule Appointment" button to book the appointment with you! 


  • Attendee payments
    AppointmentThing does not take a cut of the payments that attendees make to AppointmentThing Customers. However, Stripe and PayPal each have their own transaction fees. You can learn more about their transaction fees at the following links.
    Stripe transaction fees
    PayPal transaction fees

    AppointmentThing does not yet support the ability to view payments made by attendees, but this functionality will be added soon. For now, AppointmentThing Customers can see all payment-related information in their respective Stripe or PayPal accounts.

    Stripe and PayPal each also have their own invoicing systems. AppointmentThing does not handle any invoicing for attendee payments, nor does AppointmentThing handle any refunds or payment-related requests. AppointmentThing Customers can manage their invoices and payments through their connected payment platform. You can learn more about Stripe and PayPal's invoicing systems at the following links:
    Stripe invoicing
    PayPal invoicing

Hi there 👋

We've hit a plan limitation here. You are on the free Basic plan and that plan has limitations.

You can upgrade your plan to unlock more features.

Send your invitees a last-minute Text/SMS reminder about their appointment with you. It will increase attendence. Upgrade to Pro to unlock this feature.

The Text/SMS reminders input field automatically appear on the appointment booking page when you're on the Pro plan.

Get a Text/SMS reminder when an appointment is about to start. Upgrade to Pro to unlock this feature.

With your free Basic plan you can only have
1 active appointment type. Upgrade your plan to unlock unlimited appointment types.

Tip: If you are not ready to upgrade, you can deactivate other appointment types and then activate this one.

With your free Basic plan you can only have
1 active appointment type.

Licenses available It looks like your user profile hasn't been assigned a license yet. In the "Account" -> "Users" section you can adjust and assign licenses.


If you don't have permission to assign and manage licenses yourself then please get in touch with an account administrator.

With your free Basic plan you can connect
and activate 1 calendar connection.

Upgrade your plan to unlock up to 6 calendar connections.

With your free Basic plan you can connect
and activate 1 calendar connection. Upgrade your plan to unlock up to 6 calendar connections.

It looks like your user profile hasn't been assigned a license yet. In the "Account" -> "Users" section you can adjust and assign licenses.


If you don't have permission to assign and manage licenses yourself then please get in touch with an account administrator.

With your Premium plan you can connect
and activate 2 calendar connections. Upgrade your plan to unlock up to 6 calendar connections.

You can change your plan type in the "Account" section.


If you don't have permission to assign and manage licenses yourself then please get in touch with an account administrator.

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Premium

Starting at $8/month. Price in USD

Features you'll love

  • Unlimited appointment types
  • No branding
  • 2 x calendar connections
  • Customize appointment reminders
  • Customize appointment page design
  • Ask custom questions on appointment page
  • Customize colors on embeddable widgets
  • Include "Marketing consent" checkbox for users
  • Zapier integrations (coming soon)
  • Priority support

View more

Pro

Starting at $12/month. Price in USD

Premium features and more

  • Unlimited appointment types
  • No branding
  • 6 x calendar connections
  • SMS/Text reminders
  • Accept payments through Stripe or PayPal
  • Customize appointment reminders
  • Customize appointment page design
  • Ask custom questions on appointment page
  • Customize colors on embeddable widgets
  • Include "Marketing consent" checkbox for users
  • Zapier integrations (coming soon)
  • Priority support

View more

Thank you!

Your account was successfully upgraded and a license was assigned to your account.

Please notice If you have bought licenses for more than one user, you can assign licenses to other users in the Account → Users section.

Hi there 👋

We made AppointmentThing available to everyone on June 1st. Thanks so much for trying it out!

Prior to the launch, we were busy testing.. testing.. testing, correcting, then more testing.. testing.. testing and correcting.

Upcoming changes
Over the next couple of months, we’ll be gathering user feedback and (of course) be using the tools ourselves. Our testing and correcting will continue, and during this time we hope to learn a lot about the following:

  • What would be nice to have
  • What we need to improve right away
  • What needs a bit more explanation
  • Any issues or anything not working correctly

As a result, you’ll probably see us moving things around a bit: changing labels here and there, adding new functionality and options, updating tutorials, etc. It’s all part of the process.

How you can help
If you experience any issues or bugs, please let us know about them by sending an email to todos@appointmentthing.com. Also, please share anything you think we could improve upon or new functionality you wish we had.

Thanks :)