How to Set Up Payment Collection for Appointments
Accept full payments, deposits, or tips at the time of booking so you get paid before clients walk through the door.
Start the GuideHow to Set Up Payment Collection for Appointments This step-by-step guide covers everything you need — from prerequisites to pro tips — so you can complete the process in 20 minutes or less. Browse all how-to guides.
Before You Start
Make sure you have the following ready:
- A Stripe or Square account (or willingness to create one)
- Pricing finalized for all services
Step-by-Step Guide
6 steps · 20 minutes
Connect your payment processor
Link your Stripe or Square account from Settings > Payments. If you do not have one, SchedulingKit guides you through creating one.
Set payment rules per service
For each service, choose full payment upfront, deposit only, or payment optional. Set deposit amounts as fixed or percentage.
Offering 'pay later' alongside 'pay now' lets clients choose and builds trust.
Enable tipping
Allow clients to add a tip during checkout. This is especially popular for salon, spa, and personal service businesses.
Configure receipts and invoices
Set up automatic payment receipts and customize the invoice template with your business details.
Define your refund policy
Configure automatic refund rules for cancellations within your policy window and manual approval for other cases.
Test the payment flow
Use Stripe's test mode to simulate a booking with payment. Verify the charge appears, receipt is sent, and dashboard reflects the transaction.
Frequently Asked Questions
What payment methods can clients use?
Credit cards, debit cards, Apple Pay, Google Pay, and bank transfers depending on your region and processor.
When do I receive the funds?
Stripe typically deposits funds within 2-3 business days. Square can offer next-day deposits.
Are there transaction fees?
SchedulingKit does not charge transaction fees. Standard payment processor fees from Stripe or Square apply.
Can I issue partial refunds?
Yes. You can issue full or partial refunds directly from the appointment record in your dashboard.
Related Guides
Continue learning with these related tutorials
Accept Online Bookings
Start accepting bookings from your website, social media, and Google — 24/7. This guide covers setup, customization, and going live.
Collect Deposits Online
Require upfront deposits during booking to secure commitments, reduce no-shows, and improve cash flow for your service business.
Create a Cancellation Policy
Draft and enforce a clear cancellation policy that reduces no-shows, sets client expectations, and protects your revenue.
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