With Sign In Scheduling, you have the ability to take payments directly from your customers with a payment terminal (card reader).
This feature is currently available for Sign In Scheduling users based in the UK and the US.
Card reader payments are processed by Stripe, so you must have Stripe enabled for taking payments. To enable and connect Stripe, head to 'Setup' > 'Payment gateway', then select 'Stripe' from the drop-down. You can find further instructions on connecting your Stripe account to Sign In Scheduling here.
This guide explains how to set up and use the card reader feature.
How to order and set up your card reader
Once you've enabled Stripe for taking payments and connected your Stripe account to Sign In Scheduling, head to Stripe to order your card reader.
Within Stripe, click 'More' at the top of the screen, then select 'Terminal'.
Next, you'll need to add a location. This will be the location from which you'll be using the card reader to take payments. Navigate to the 'Locations' section and click '+ New', then input the location details into the box.
Once you've added your location, head to the 'Hardware orders' section and click the 'Shop' button.
Locate the 'BBPOS WisePOS™ E' card reader. Currently, Sign In Scheduling supports only this particular card reader, so this is the model you'll need to order. Click on the card reader, add it to your basket and proceed with your purchase.
You should receive your card reader from Stripe within a couple of weeks. Please contact Stripe directly for updates on the progress of your order.
Once you've received your card reader, you'll need to register it within Stripe, via the dashboard. You can find detailed instructions on how to do this here.
You can also find a checklist for the deployment and activation of your card reader here.
Once your card reader has been registered and connected, you can start using it to take payments within Sign In Scheduling.
How to collect payments in Sign In Scheduling with your card reader
To take payment for a booking with your card reader, navigate to your Sign In Scheduling calendar, locate the booking and click on it.
In the sidebar to the right of the screen, click on the 'Payment' button at the bottom.
To collect payment with your card reader, click the 'Collect payment' option.
Sign In Scheduling will then connect to your card reader. If you have more than one card reader, you can select which one you'd like to use from the drop-down.
Input the payment amount, wait for Sign In Scheduling to confirm the connection with the card reader, then have your customer make their payment.
Once your customer has made their payment, this will be recorded under the booking information sidebar within Sign In Scheduling.
Note: as a security measure, your card reader and the computer you're using to access Sign In Scheduling must be connected to the same WiFi network. If they're not, Sign In Scheduling will not connect to your card reader.
Need more help?
If you'd like to learn more about the BBPOS WisePOS™ E card reader, click here.
If you have any questions or need further help, don't hesitate to contact our support team who will be happy to assist.