With Sign In Scheduling, you have the ability to take and record payments from your customers in multiple ways. For taking payments automatically, we support Stripe and PayPal. If you take payments externally but wish to record and track these with Sign In Scheduling, this can be achieved too.
This guide explains how to take and record payments with Sign In Scheduling.
SECTIONS:
How to take payments with Stripe
How to take payments with PayPal
How to set prices for your services
How to take payments with a card reader
How to track payments with reports
How to take payments with Stripe
To take payments through Sign In Scheduling automatically with Stripe, you'll first need to connect your Stripe account to Sign In Scheduling under 'Setup' > 'Payment gateway'. Select Stripe from the drop-down menu, then click 'Connect to Stripe'.
For further instructions on how to connect Stripe to Sign In Scheduling, see our guide here.
Once you've successfully connected your Stripe account to Sign In Scheduling, you'll be able to take payments automatically. When your customers book appointments with you, they'll be prompted to pay. The funds will then be sent directly to your Stripe account.
Note: Stripe charges a small processing fee on each transaction. You can find more information on this here.
How to take payments with PayPal
To take payments with PayPal automatically through Sign In Scheduling, head to 'Setup' > 'Payment gateway' and select PayPal from the drop-down. Then, enter your PayPal account email address into the box.
For additional instructions on connecting your PayPal account to Sign In Scheduling, click here.
Once you've connected your PayPal account to Sign In Scheduling, your customers' payments will be sent directly to your PayPal balance.
Note: rarely, there can be a slight delay in the arrival of funds to your PayPal balance. This is due to the way in which PayPal processes payments and Sign In Scheduling has no control over this. If you experience any problematic delays, please reach out directly to PayPal for help.
How to set prices for your services
Once you've connected your Stripe or PayPal account to Sign In Scheduling, you'll need to make sure your services require payment on booking. To do this, head to 'Setup' > 'Services' and click on the name of the service you'd like to edit. Scroll to the 'Payment' section, then select 'Payment required on booking' from the drop-down. You can then enter the price for the service in the box underneath.
Once this has been done, your customers will see the service price displayed on your booking page, and will be prompted to pay at the time of booking.
Note: if you're on Sign In Scheduling's starter plan, your service prices will be limited, by default, to $99 (or your applicable currency). This is an intentional security measure. If you'd like to increase your service prices to $100+, drop a message to our support team who will be able to help you with this.
How to take payments with a card reader
As well as the option to take payments automatically, Sign In Scheduling offers you the option to take payments from customers using a card reader.
To take payments with a card reader, you'll need to connect Stripe to Sign In Scheduling. Then, head to Stripe and click 'More' > 'Terminal' to get started. For a complete set of instructions on how to order and set up your card reader, click here.
Once you've received and activated your card reader, you can start using it to take payments within Sign In Scheduling. To do this, click on the booking within your calendar for which you'll be taking the payment. Click 'Payment' in the booking sidebar, then 'Collect payment'. Sign In Scheduling will connect to your card reader and your customer can use their card to pay for their booking. Once this has been done, Sign In Scheduling will display the collected payment amount.
How to record payments
If you'd prefer to take and process payments externally (e.g. via cash, cheque or bank transfer), you can still record these payments within Sign In Scheduling.
To record an external payment, navigate to your Sign In Scheduling calendar and click on the booking for which you'd like to record the payment. Click the 'Payment' button at the bottom of the sidebar, then select the payment type. Enter the amount paid and click 'Record'.
The available payment types are cash, card, cheque and bank transfer.
You'll then be able to see a record of the payment within the activity window and within the booking details at the top of the sidebar.
How to track payments with reports
You can use Sign In Scheduling's reporting tool to export all of your payment records.
To generate a report, head to the 'Reports' tab within the left-hand menu of your account. Select 'Payments' along with your other desired options, then click 'Run this report'.
For more information on how to use the reporting tool, click here.
Need more help?
We hope this guide has been useful! If you have any questions, don't hesitate to reach out to our support team who will be more than happy to help.