š Overview
This article explains how to set up card processing for Appointments and how to configure payment settings, including Stripe Terminal locations, card reader tip prompts, and requiring payment before booking. It also explains how to order a card reader.
š ļø Setup Card Processing
This section explains how to set up card processing for Appointments, either from the Payments settings or the Point of Sale tab, after confirming the correct location if you have more than one.
āļø Please Note: If you have more than one location and the locations do not share HQ values, choose the correct location first. You can change locations from the top-right corner of Appointments, next to the bell icon.
How To Set Up Card Processing from Payments Settings
Follow the instructions below.
Select the Settings tab.
Choose Payments on the left, then choose Settings.
Click Set Up Card Processing to start self-provisioning. This automatically enters the acct_ ID.
If the account is already created in Stripe, choose Enter Account Manually and enter the acct ID, including acct_.
Click Save.
How To Set Up Card Processing from the Point of Sale Tab
Follow the instructions below.
Select the Point of Sale tab.
Choose Start Processing Today. This opens Marketplace Featured Plug-ins.
Under Credit Card Processing, click Setup.
Click Set Up Card Processing to start self-provisioning. This automatically enters the acct_ ID.
If the account is already created in Stripe, choose Enter Account Manually and enter the acct ID, including acct_.
Click Save.
āļø Payment Settings
This section explains how to link a Stripe Terminal location and reader to Appointments, configure tip prompts and suggested tip percentages on the card reader, and require payment before booking services or events.
How To Set Up a Stripe Terminal Location
Follow the instructions below.
Click Edit.
Use Readers to open the Terminal page in Stripe and order a reader.
Use Locations to open Terminal > Locations in Stripe and add a location.
If needed, open the Stripe Dashboard as that account to add a location for the merchant.
After adding a location and reader, return to Appointments settings.
In Payment settings, open the Terminal Location dropdown and choose the Stripe location for the Appointments location you are viewing.
Click Save.
š” Pro Tip: Refresh the settings page to load a newly created Stripe location.
How To Set Up Tips on the Card Reader
Follow the instructions below.
Click Edit.
Turn tip prompts On or Off. The reader only asks for a tip when this location has an active Tip product. Otherwise, the customer goes straight to the card screen.
Set the three suggested tip percentages. This setting applies to the whole Stripe account, including every location and every reader.
Use valid percentages from 1ā100. Invalid values show the message: āNot saved. Suggested tips could not be saved to Stripe. Please try again.ā
Click Save.
How To Require Payment Before Booking
This setting makes the website ask for payment before creating an appointment.
Click Edit.
Enable the checkbox for Services and/or Events.
Click Save.
š Purchase Reader
The Purchase Reader button, found in the Point of Sale tab, takes you to the Terminal hardware ordering page for the Stripe account you are currently logged into.
