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Integrating Payment Processing with Schedly Events

Last updated on Jul 07, 2026

Overview

Schedly allows businesses to manage events seamlessly with integrated payment processing. This functionality is crucial for event organizers who need precise control over ticketing, payments, and related financial transactions. By leveraging Schedly's capabilities, users can connect payment gateways, configure payment options for specific events, manage refunds, and ensure compliance with financial regulations while enhancing the attendee experience.

Prerequisites

  • You must be an Admin within your organization.
  • Ensure your plan supports custom integrations (Enterprise Plan required).
  • Set up a payment gateway account (e.g., Stripe, PayPal).

Step-by-Step Instructions

Connecting Payment Gateways

  1. Navigate to Settings in your Schedly dashboard.
  2. Go to Organizations and select your organization.
  3. Click on Payment Integrations.
  4. Select your preferred payment gateway (e.g., Stripe, PayPal) from the options provided.
  5. Follow the prompts to enter your payment gateway credentials. Use your API keys or account identifier as required.
  6. Click Connect to link your payment gateway to Schedly.

Configuring Payment Methods Per Event

  1. Go to the Schedly Services section on your dashboard.
  2. Click on Event Types to view the list of events.
  3. Select the event you wish to configure payments for.
  4. Scroll to the Payment Options section.
  5. Choose Enable Payment and select your configured payment gateway.
  6. Set the ticket price and available payment methods.
  7. Click the blue Save button to apply these settings.

Managing Refunds and Cancellations

  1. Navigate to Event History within the event type settings.
  2. Select the specific event instance where you want to manage refunds.
  3. Click on Manage Bookings.
  4. Find the attendee's booking, click Refund or Cancel.
  5. Confirm the action in the pop-up dialog. Refunds will process through the connected payment gateway.

Compliance with Financial Regulations

  • Schedly integrates with payment gateways that ensure compliance with local and international payment regulations, including PCI DSS and GDPR.
  • Regularly review your payment gateway's compliance center to ensure adherence to regulations.

Customizing Payment Confirmation Messages

  1. Go to Settings and select Email Templates.
  2. Choose Payment Confirmation from the template list.
  3. Customize the subject line and message body with event-specific details and branding.
  4. Include placeholders like [Event Name] and [Customer Name] for dynamic content.
  5. Click Save to apply changes.

Payment Integration Screenshot

Key Details & Limits

  • Payment gateway integration is available with the Enterprise Plan.
  • Supported gateways include Stripe and PayPal.
  • Real-time updates for payment status available through the Schedly dashboard.
  • Refund actions initiate immediately but may take up to 5 business days to reflect.

Frequently Asked Questions

  1. How do I know if my payment gateway is successfully connected?

    • You will see a confirmation message on the Payment Integrations page and an active status indicator next to the gateway.

  2. Can I set different prices for different events?

    • Yes, each event type can have its own pricing structure configured under Payment Options.

  3. What happens if a payment fails?

    • You will receive a notification, and the booking will be marked as pending payment. Follow up with the attendee to complete the transaction.

  4. How do I track payments for events?

    • Use the Insights feature under the main navigation to monitor payment-related data and generate reports.

  5. Is it possible to offer discounts or promo codes?

    • Currently, this feature is not directly supported, but individual pricing adjustments can be managed manually.

Troubleshooting

  • Payment gateway not appearing in options: Ensure you have an active and compatible integration set up under Payment Integrations.
  • Refunds not processing: Verify the connection status of your payment gateway. Re-enter credentials if necessary.

Related Topics

  1. Creating Event Types in Schedly: Learn how to set up and manage different event types in Schedly.
  2. Using Schedly Insights for Event Analysis: Discover how to utilize Schedly Insights for comprehensive event analytics.
  3. Managing Teams and Permissions in Schedly: Understand how to effectively manage team roles and permissions.