Setting Up Payment Processing for Bookings on Schedly |

Overview

Schedly's payment processing feature allows businesses to seamlessly integrate payment options into their event bookings. This ensures a smooth transaction process for both organizers and participants, enhancing the overall user experience. Supported payment processors provide robust, secure solutions for handling financial transactions directly within the Schedly platform.

Prerequisites

You must have Admin access to Schedly to configure payment settings.
Ensure your account is on the Pro Plan or higher to access payment processing features.
API access is required for custom integration setups.

Step-by-Step Instructions

Configuring Supported Payment Processors

Log in to your Schedly account by navigating to the main login page and entering your credentials.
Once logged in, go to Settings from the main navigation menu.
Click on Payments under the Settings menu.
In the Payments section, select from the supported payment processors. Currently, Schedly supports integration with Stripe and PayPal.
- For Stripe, click Connect to Stripe and follow the on-screen instructions to authorize Schedly to access your Stripe account.
- For PayPal, click Connect to PayPal and log in with your PayPal business account to complete the setup.
After connecting your preferred payment processor, click the blue Save button to confirm your settings.

Managing and Refunding Payments

To view and manage payments, navigate to Schedly Services in the navigation menu.
Select Payments to see a list of all transactions associated with your events.
To refund a transaction, click on the transaction you wish to refund.
Click Refund and confirm your action when prompted. Note that refunds may take several days to process, depending on the payment processor.

Security Best Practices for Handling Payments

Always ensure that your Schedly account and connected payment processor accounts have two-factor authentication enabled.
Regularly update your passwords and review account activity for any unauthorized transactions.
Limit access to payment settings to trusted Admin users only.

Key Details & Limits

Supported Payment Processors: Stripe and PayPal
Plan Requirement: Pro Plan or Enterprise Plan
Refund Processing Time: May take 5-10 business days, depending on the processor
Security: Enable two-factor authentication for all accounts

Frequently Asked Questions

Can I use more than one payment processor at the same time?
- Yes, you can configure both Stripe and PayPal and select them as options for your customers during the booking process.
Are there any transaction fees for payment processing in Schedly?
- Yes, transaction fees are determined by your payment processor and your specific agreement with them.
How do I resolve a failed transaction?
- First, contact your payment processor to determine the cause of the failure. Ensure that all payment details are correct and retry the transaction.
Is it possible to automate refunds?
- Automatic refunds are not supported. Refunds must be processed manually via the Payments page in Schedly.
Can participants save their payment information for future use?
- Payment processors like Stripe or PayPal may provide this feature, but it is not managed directly through Schedly.

Troubleshooting

Payment Processor Not Connecting: Double-check your login credentials for your payment processor account and try reconnecting. Ensure internet connectivity is stable during setup.
Transaction Not Displaying: Refresh your Payments page to update the transaction list. If the issue persists, verify the transaction status with your payment processor.

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Setting Up Payment Processing for Bookings on Schedly