Home Features Step-by-Step Guide to Setting Up Event Payments

Step-by-Step Guide to Setting Up Event Payments

Last updated on Jul 07, 2026

Overview

Setting up event payments in Schedly enables you to seamlessly manage booking fees, refunds, and financial transactions for your events. By linking a payment gateway, establishing price tiers, and monitoring transactions, you ensure a smooth payment process for both you and your event participants. This guide is crucial for event organizers who want to manage their finances efficiently through Schedly.

Prerequisites

  • You must have access to Schedly's organization settings.
  • Ensure you have a payment gateway account (e.g., Stripe, PayPal) prepared to link.
  • Access to a Schedly admin account is required to make these changes.

Step-by-Step Instructions

Access the Payment Settings in Event Configuration

  1. Log in to your Schedly dashboard using your admin credentials.
  2. Navigate to Settings from the main menu on your Schedly dashboard.
  3. Select Event Payments from the Settings submenu.

Link and Verify Your Payment Gateway(s)

  1. In the Event Payments section, click on Link Payment Gateway.
  2. Choose your payment gateway from the available options (e.g., Stripe, PayPal).
  3. Enter your gateway credentials as prompted on the screen.
  4. Click Connect to establish the link.
  5. Verify the connection by checking the status in the Payment Gateway Settings section - it should display as connected.

Set Price Tiers for Different Event Types

  1. Navigate to Schedly Services from your dashboard.
  2. Click on Event Types.
  3. Select the event type you wish to set a price for or click New to create one.
  4. Within the event settings, locate the Price Tiers section.
  5. Click Add Tier to define different pricing levels.
  6. Enter tier details including name, price, and any specific conditions (e.g., early bird).
  7. Click the Save button to apply your changes.

Manage Refunds and Cancellations

  1. Go to Schedly Services and select Payments & Transactions.
  2. Browse to the correct transaction or use the search bar to locate specific bookings.
  3. Click Manage Refund next to the transaction to initiate the refund process.
  4. Confirm the refund amount and proceed by clicking Confirm Refund.
  5. Cancellations can be managed by selecting the booking and clicking Cancel Booking, ensuring you notify the participant.

Securely Store and Access Payment Reports

  1. From your Schedly dashboard, access Insights via the main navigation menu.
  2. Select Financial Reports from the insights menu.
  3. Use filters to customize your report view by date range, event type, or payment status.
  4. Click the Export button to download reports in your preferred format (CSV or PDF).

Key Details & Limits

  • Payment gateways supported are Stripe and PayPal.
  • Price tiers can be customized with names, prices, and conditions.
  • Transaction records are updated in real-time in the Financial Reports.
  • Refunds process times may vary based on the chosen payment gateway.

Frequently Asked Questions

  1. Can I use multiple payment gateways?

    • Yes, you can link and manage multiple gateways but need to configure each event's gateway separately.

  2. What happens if a payment fails?

    • Failed payments will be marked in your transaction list, and you can choose to retry the payment or contact the participant.

  3. Can I change price tiers after bookings have started?

    • Yes, however, the change will only apply to new bookings, not existing ones.

  4. How do I know if my payment gateway is connected properly?

    • In the Payment Gateway Settings, a status display will show 'Connected' if the integration is successful.

  5. Are there any fees for refunds?

    • Refund policies and any associated fees are determined by your payment gateway.

Troubleshooting

  • Unable to Link Payment Gateway:

    • Ensure your gateway credentials are correct and your gateway account is active.

  • Reports Not Showing Correctly:

    • Double-check your selected filters and try refreshing the insights page.

  • Refund Processing Delays:

    • Verify the transaction status with your payment gateway and ensure all steps were followed.

Related Topics

  • Configuring Event Types: Learn how to create and customize event types for your needs.
  • Managing Team Permissions: Understand how to grant access to specific features for team members.
  • Using Insights for Better Events: Explore how to leverage Schedly's analytics to improve your event management.