Configuring Event Types with Payment Integration in Schedly

Overview

Schedly provides tools to easily configure event types with integrated payment solutions. This allows organizations to accept payments directly through Schedly for their events, enabling an efficient and secure booking process. By linking Schedly with supported payment gateways, users can streamline operations and provide a polished customer experience.

Prerequisites

• Access to Schedly with Admin credentials.
• Subscription to the Pro or Enterprise Plan for custom integrations and priority support.
• An account with a compatible payment gateway.

Step-by-Step Instructions

Enabling Payment Features

1. Log in to your Schedly account as an Admin.
2. Navigate to Schedly Services.
3. Click on Event Types.
4. Select an existing event type or click New to create one.
5. In the event configuration menu, scroll down to the Payment Settings section.
6. Switch the Enable Payments toggle to 'On'.
7. Click the blue Save button at the bottom of the page.

Linking with a Payment Gateway

1. Go to the main navigation menu and open Settings.
2. Select Payment Integrations.
3. Click Add Gateway.
4. Choose your preferred payment gateway from the list (e.g., Stripe, PayPal).
5. Follow the on-screen instructions to authenticate and link your gateway account to Schedly.
6. Once linked, ensure the gateway status shows as 'Active'.
7. Confirm integration by checking for payment options in a test booking.

Managing Refunds and Cancellations

1. Open your Schedly dashboard and navigate to Bookings.
2. Select the booking you wish to refund or cancel.
3. Click Manage Booking and choose Issue Refund or Cancel Booking.
4. If issuing a refund, confirm the amount to be refunded.
5. Click Confirm to process the refund or Confirm Cancellation.
6. The customer will be notified automatically via email.

Ensuring Secure Payment Processing

• Verify your link to payment gateways regularly for active status.
• Use SAML/OIDC for secure account access.
• Regularly update your passwords and review account settings to prevent unauthorized access.

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Key Details & Limits

• Payment integration is available only on the Pro and Enterprise Plans.
• Multiple payment gateways can be linked but only one can be active at any time.
• Ensure your payment gateway account has the necessary API access enabled.
• Refunds can only be issued within 30 days of the transaction.

Frequently Asked Questions

1. Can I integrate multiple payment gateways at once?

   • Yes, but only one gateway can be used at a time for transactions.

2. What happens to event bookings if a payment fails?

   • The booking will remain incomplete, and the participant will be notified to attempt payment again.

3. How can I test payment integration?

   • Use the test mode feature in your payment gateway to simulate transactions without real charges.

4. Is there an additional fee for payment processing on Schedly?

   • Schedly does not charge additional fees, but check your payment gateway for transaction fees.

5. How can I ensure secure payment processing?

   • Keep your Schedly account and payment gateway accounts secure with strong passwords and 2FA where possible.

Troubleshooting

• Payment Gateway Not Active: Re-link your payment gateway through the Payment Integrations section.
• Unable to Issue Refunds: Ensure the transaction is within the 30-day refund period.
• Payment Processing Issues: Verify API settings within your payment gateway account.

Related Topics

• Creating New Event Types: Steps to configure and customize new events in Schedly.
• Managing Schedly Teams: How to effectively manage and collaborate within Schedly teams.
• View and Analyze Booking Insights: Utilize Schedly Insights for better decision-making.
• Secure Your Schedly Account: Ways to enhance security for users and organizations.