Appointlet – Collecting Payments from your Clients

Shane Herring
Shane Herring

Course Developer at Atomic Education

Last Updated: February 23, 2021

This is an extract of my online course, Appointlet Essentials. Learn more about this course.

Collecting payments from your clients when they book an appointment can be a good idea if you want to reduce the chances that someone just won’t turn up.

For example, you may offer one-on-one coaching services where people can pay for your time in advance.

Appointlet integrates with Stripe payment processor which you can configure to collect a payment, collect any applicable tax, and define a deposit to be paid in advance of a meeting.

Jo wants to give people the option paying for a 1 Hour Consultation prior to the appointment.

There are main steps needed to collect a payment. Setup a connection with Stripe and set the amount payable for the meeting.

It doesn’t matter which you do first.

I’m going to setup a Stripe connection.

Select Integrations.

At the time this module was published, Stripe is the only payment processor option for Appointlet.

Under the Stripe option, select Connect.

In the Stripe modal, you can see that this Appointlet account is not currently connected to Stripe. I’ll do that now by selecting Connect.

The integration modal appears. Before you can accept payments, you need to setup a new Stripe account or login to an existing one.

Setting up a new Stripe account does take time so I’ll sign into an existing account.

Once connected, the Stripe modal gives me the options of collecting billing and shipping address information when someone is making a payment. If you choose to collect this information, you may need to include this in your privacy policy.

Appointlet doesn’t store any address information. It’s not included in any confirmations or notification emails. Those details are passed over to Stripe.

I’m going to Save Changes.

Payment settings for all meeting types can be made using the settings link.

In the Payment Settings modal, you can choose whether the person making the booking is required to pay at the time the meeting is scheduled, whether paying at that time is optional, or whether you want to disable the ability to pay at the time a meeting is scheduled.

The settings here will apply to all meeting types where a payment has been setup.

Jo wants to make paying at the time they book optional.

And save changes.

Now that I’ve connected my Appointlet account to Stripe, I’m going to configure a meeting type.

From the meeting type page, I’ll select 1 Hour Consultation.

Select the Pricing section.

The price field is optional because you may not want to collect a fee for all meeting types.

Jo wants to charge $240 US dollars for this meeting.

I’m not going to add tax to the amount paid.

Jo has also decided that she will collect a deposit of $120 rather than collecting the full amount straight away.

I’ll save those changes.

We’re back at the meeting types overview page. Even though we set a deposit amount, the full cost to book a meeting of this type is displayed under the meeting type name.

Let’s look at a preview of what someone booking this meeting will see.

On the booking page, the full price for a 1 Hour Consultation is shown.

I’ll select that.

And then Jo.

I’ll choose a date and time.

And now I need to enter my contact details.

If you set a price but the booking process isn’t asking for payment, it’s because your Stripe integration is not setup or not working correctly.

Go back to the global settings and select Reconnect.

I made collecting a payment optional, so you can select from one of two options. Notice the Stripe option only shows $120 US dollars. This is because this meeting type is setup to collect a $120 dollar deposit.

I’m going to choose the payment option. When I select this, a modal appears asking me to enter my card details.

I’m going to cancel this.

If I select the Pay Later option, Appointlet continues as it normally would.

Now let’s see the difference if making a payment is required.

I’ll go back to Integrations and change the payment settings to Required.

I’ll go to Preview and book another 1 Hour Consultation.

You can see that now, that I’m not asked whether I want to make a payment, because it’s required. I’m asked for my card details.

With Appointlet, if a meeting that has a payment option is cancelled, a refund isn’t automatically given. If you want to make a refund, you’ll need to arrange this separately.

Unfortunately, Appointlet doesn’t give us the option to create a test connection to Stripe.

And that’s how you can configure payment options in Appointlet.

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