Getting paid

Two ways to be paid

• Online, by card at booking through your own Stripe account. The money goes straight to you; Schedulign never holds it and adds nothing to Stripe's standard fee.
• Offline, by whatever you already take: cash, Venmo, Zelle, a bank transfer, an invoice. You list the methods and clients see them.

Prices are in US dollars. Stripe's payment page offers cards only, Apple Pay and Google Pay included, so a payment is complete the moment the client pays; other methods you turn on in your Stripe Dashboard, such as bank debits, are not offered.

Connecting Stripe

Settings → Payments → Connect Stripe opens Stripe's onboarding. When you come back, Payments checks with Stripe and says whether card payments are on or what Stripe still needs; Finish Stripe setup continues where you left off. Card payments switch on the moment Stripe says yes.

Once connected, Payments shows Connected to Stripe with the account's name and email, a link to your Stripe Dashboard, and Disconnect. The event's Payment section shows Stripe connected with a Manage link back to it.

Only the owner connects, reconnects or disconnects Stripe and turns on Stripe Tax in the Stripe Dashboard; an admin sees whether Stripe is connected and changes tax, tips and discount codes.

Disconnecting or switching accounts

Disconnect stops card payments and tipping; clients pay you offline, and an event set to online payment only can't be booked until you reconnect. Card payments already made stay in your Stripe account and can still be refunded from Bookings.

After a disconnect, Reconnect brings back the same Stripe account with nothing to fill in again. Use a different Stripe account sets up a new one on Stripe instead; Schedulign stops using the old one, which stays yours in Stripe. If you notice mid-setup that you entered the wrong business, Start over with a different account does the same.

Discount codes

Discount codes work through Stripe and apply only to online payment. Create them in your Stripe Dashboard (Product catalog → Coupons, then add a promotion code), then turn on Settings → Payments → Clients can enter a discount code at checkout. Stripe's payment page then shows a code box.

When a client pays with a code, the booking records what they actually paid, the listed price, the discount and the code; the Bookings row shows all four. A code that took the whole price off reads Paid · $0 with a code, on the row and to the client alike (the confirmation page and email, and the booking link). Refunds use what was paid. A percentage code also reduces a tip added at checkout. Each event decides how an automatic refund treats a discounted booking (see Cancellations and refunds).

Payment mode per event

In the event's Payment section choose:

• They choose — the booking form offers both, with your offline methods listed under Pay offline.
• Online when booking — card only. Until Stripe is connected the event cannot be booked and says so.
• Offline — no card step.

Offline payment methods is the list clients see beside an amount to pay offline, one per line.

Waitlist payments

A client on the waitlist for a time who pays online can save a card for their place, from the page their waitlist emails link to. When the time opens for them, that card is charged at most the total shown when they joined, on your own Stripe account, and the time is booked. The card is removed once the time is booked or the place ends.

Without a saved card, or when the charge doesn't go through, the time is held for them with a link to pay by a deadline: the earlier of 12 hours from then and 1 hour before the start, never under 15 minutes. Their Bookings row shows From the waitlist and the pay link's deadline. Unpaid by then, the booking is canceled, nothing is charged, and the time goes to the next person in line.

Cards aren't saved while sales tax is automatic through Stripe Tax; the client gets a link to pay instead. With a fixed rate, a saved card's charge includes the tax: Bookings shows the tax, but in Stripe it is part of the amount charged, without the separate tax line a payment on Stripe's payment page carries.

Marking payments

A card payment is recorded as paid by Stripe, once: if a client finishes two card payments for one booking (two tabs at once), the second goes back to them in full. If that refund does not go through, it is tried again automatically for up to 3 days, and the owner gets one Duplicate payment not yet refunded email with a link to the payment, to refund it from the Stripe Dashboard if it never goes through. For offline bookings, Mark paid offline in the Bookings tab records that the client paid you directly; Mark unpaid undoes it while the booking is still on. These are your records only: no card is charged and the client is not emailed — a payment made outside Schedulign gets no receipt from Schedulign. On a team, the owner is emailed when a member or an admin marks a session paid offline (see Running a team).

Tips

Settings → Payments → Tips sets the business default: don't offer tipping, tipping at checkout (10%, 15%, 20% or a custom amount, added to the card payment), or tipping afterwards (a quiet link in the confirmation, reminder and calendar entry that opens a tip-only payment for 30 days after the session). An event can override the business setting.

Sales tax

Settings → Payments → Sales tax: no tax, a fixed rate with a label the client sees, or automatic rates through Stripe Tax on your Stripe account. Automatic tax can be chosen once Stripe Tax is on. Tax is added to card payments and shown on the booking page before the client pays.

Receipts

Each booking in the Bookings tab shows price, tax, tip and total, and the client's confirmation email states what was paid.