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 belowface
- Log in to your account on AppointmentThing.com
- Click 'My appointments' at the top of the home page
- Click the 'Appointment Types' link in the menu on the left side of the page to navigate to your Appointment Types Page
- 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
- 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.face
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
- 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
- In the "Price" section, enter the amount your attendees will need to pay when they book this type of appointment with you
- 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:
- 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
- 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: