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Managing payments in Scheduling

This guide explains how to charge and view client payments for appointments.

To start accepting payments, first connect at least one payment processor.

Before you begin

  • Clients can book free appointments without entering credit cards regardless of your payment settings. To prevent this, give the appointment type a price.
  • You can accept tip payments of up to 150% of the appointment cost.
  • Scheduling does not calculate tax.

Choose how clients pay

Choose which payment processor clients will use and how they'll pay for their appointments:

  1. In the Home Menu, click Scheduling, then click Payment Settings.
  2. Under When Clients Schedule an Appointment, choose how the client should pay, enter a deposit, or authorize their card when they book their appointment. To learn more about each option, see Payment settings.
  3. To accept tips at booking, check Let clients give an extra tip if they're paying the full amount online. If you’re using PayPal as your only payment processor, this won’t appear.
  4. Click Save Settings

payment_settings.jpg

Payment settings

These settings only apply to appointment types with prices. If an appointment type is free, clients can book without entering a credit card.

Setting

Description and next steps

Require a full payment

Clients must pay in full when booking.

Require a deposit $

Clients must pay a set amount at booking. Clients can pay the full cost at booking and leave a tip if they pay in full. To learn more, see Requiring deposits.

Require a deposit %

Clients must pay a percentage of the total cost at booking. Clients can pay the full cost at booking and leave a tip if they pay in full.

Require a valid credit card, but don't charge

Vaults the credit card to charge the customer later. This option is only available for Stripe and Square. To learn more, visit Connecting payment processors to Scheduling.

Payment is optional

Clients decide whether to pay when they book.

Allow "Pay What You Want" pricing

Clients decide whether to add extra payment to a base price that you set. To learn more, visit Pay-what-you-want pricing for Scheduling.

 

Do not accept payment online

Clients can’t pay during booking, but you can charge them from the Scheduling panel.

Payment is different for each appointment type...

Choose from the settings above for each appointment type.

Requiring deposits

If you choose to require deposits, you can also add an option for clients to pay the full price at booking by checking Also give clients the option to pay the full amount in advance. When this is unchecked, clients can only pay the deposit price at booking.

If the client selects add-ons that affect the cost of the appointment, the deposit is based on the final total cost of the appointment including the add-ons. For example, 10% deposit on a $100 appointment with a $50 add-on is $15.

View payments

When clients book, they'll pay, give their card details to charge later, or not pay at all, depending on your settings. If they have a balance to pay after booking, clients can use the link in their confirmation email to pay the remaining amount, or you can charge them from the Scheduling panel at any time. Squarespace doesn't automatically bill clients for unpaid appointments.

View the the payments and outstanding balances for each appointment in its appointment details.

Check an appointment's payment status

To see how much a client paid:

  1. In the Home Menu, click Scheduling.
  2. In the Appointment Calendar, click the appointment.
  3. The Payment section shows the total cost, any payments already made, and the amount still owed.

Collect remaining payments

If you allow clients to book appointments without fully paying, you can charge them for the remaining amount that they owe. 

To enter a card payment:

  1. In the Home Menu, click Scheduling.
  2. In the Appointment Calendar, click the appointment.
  3. Click Make Payment.
  4. Select a card already on file, or enter a new card.
  5. Enter the amount, then click Pay.
Note: If PayPal is your only payment processor, it’s not possible to charge remaining amounts to credit card. Instead, arrange payment outside of Squarespace, then record the payment by selecting Cash and entering a note about how the client paid.

To enter a cash payment: 

  1. In the Home Menu, click Scheduling.
  2. In the Appointment Calendarclick the appointment.
  3. Click Make Payment.
  4. Select Cash.
  5. Enter the amount, then click Pay

Refund a client

Squarespace doesn't automatically issue refunds for cancelled appointments. However, if you or your client cancels an appointment after paying, you can manually issue one. 

To issue a refund, follow the steps for your payment processor:

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Managing payments in Scheduling