Collecting Payments in Calendars

Calendar Payments are now possible when booking an appointment. It allows the company to receive payments when somebody books for a certain calendar appointment.

3 min read593 words6 explained imagesUpdated Wed, 2 Sep at 7:24 AM

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Covered in this article:
Choose How to Collect Payment Details
Charge upfront
Collect Card on File
Available payment providers and how to add them
How to integrate Payment Providers?

Calendar Payments are now possible when booking an appointment. It allows the location to receive payments when a client or customer books for a certain calendar appointment. This is very useful, especially for businesses that require a certain payment to book an appointment slot.

Covered in this article:

Available payment providers and how to add them

Choose How to Collect Payment Details

Calendar Payment settings let you charge customers during booking or collect their card details without charging them.

Charge upfront

Enable Charge upfront when you want to collect payment during the booking process.

Payment collection depends on the final amount due:

If the final amount is greater than $0, the customer provides payment details and pays the final amount.
If the configured amount is $0, card collection and payment are skipped.
If a coupon reduces the final amount to $0, card collection and payment are skipped.
If a coupon reduces the amount but leaves a balance greater than $0, the customer pays the discounted amount.

Collect Card on File

Enable Collect Card on File when you want to securely save the customer's card details without charging them during booking.

When this option is enabled:

The customer provides their card details during booking.
The card is securely saved for future use.
The customer is not charged during the booking.
No payment transaction is created during the booking.

Collect Card on File (image 1 of 6) What this shows The customer provides their card details during booking. What this shows Illustrates the "Collect Card on File" section of "Collecting Payments in Calendars". This screenshot appears in the "Collect Card on File" section of "Collecting Payments in Calendars". The text alongside this image reads: The customer provides their card details during booking. The card is securely saved for future use. The customer is not charged during the booking. No payment transaction is created during the booking. Immediately after, the guide continues: Calendar payment setup Final amount Card collected? Payment processed? Collect Card on File No upfront charge Yes No Charge upfront Greater than $0 Yes Yes Charge upfront Configured as $0 No No Charge upfront + coupon Reduced to $0 No No…. Image 1 of 6 What this coversThe customer provides their card details during booking. The card is securely saved for future use. The customer is not charged during the booking. No payment transaction is created during the booking.
Buttons and menus referenced Collect Card on FileCalendar payment setupFinal amountYesNoCharge upfrontCharge upfront + couponYes, final discounted amount
Next stepCalendar payment setup Final amount Card collected? Payment processed? Collect Card on File No upfront charge Yes No Charge upfront Greater than $0 Yes Yes Charge upfront Configured as $0 No No Charge upfront + coupon Reduced to $0 No No Charge upfront + coupon Greater than $0 Yes Yes, final discounted amount

All 4 steps in this procedure

The customer provides their card details during booking.
The card is securely saved for future use.
The customer is not charged during the booking.
No payment transaction is created during the booking.

Calendar payment setup	Final amount	Card collected?	Payment processed?
Collect Card on File	No upfront charge	Yes	No
Charge upfront	Greater than $0	Yes	Yes
Charge upfront	Configured as $0	No	No
Charge upfront + coupon	Reduced to $0	No	No
Charge upfront + coupon	Greater than $0	Yes	Yes, final discounted amount

Available payment providers and how to add them

1. Payments in calendars are supported through six payment gateways, namely Stripe, NMI, Authorize.net, Razorpay, Square and PayPal.

Please Note: You can use these payment methods to collect payments for all calendar types. However, Razorpay, NMI and Square are currently not supported for the Classic Widget and Service menu.

Available payment providers and how to add them (image 2 of 6) What this shows Please Note: You can use these payment methods to collect payments for all calendar types. What this shows Illustrates the "Available payment providers and how to add them" section of "Collecting Payments in Calendars". This screenshot appears in the "Available payment providers and how to add them" section of "Collecting Payments in Calendars". The text alongside this image reads: Please Note: You can use these payment methods to collect payments for all calendar types. However, Razorpay, NMI and Square are currently not supported for the Classic Widget and Service menu. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: 2. Add the payment gateways first from your sub-account by going to the Payments Tab > Integrations. Image 2 of 6 What this coversPlease Note: You can use these payment methods to collect payments for all calendar types. However, Razorpay, NMI and Square are currently not supported for the Classic Widget and Service menu.
Fields in this part of the guide Amount (with currency)DescriptionPayment mode (Test or Live)

Buttons and menus referenced Stripe, NMI,Authorize.netRazorpay, Square and PayPal.Payments TabIntegrationsPlease NoteDEFAULT PAYMENT GATEWAYAmountDescriptionPayment modeREMEMBER!
Next step2. Add the payment gateways first from your sub-account by going to the Payments Tab > Integrations

All 3 steps in this procedure

Amount (with currency)
Description
Payment mode (Test or Live)

2. Add the payment gateways first from your sub-account by going to the Payments Tab > Integrations

Please Note:

If you connect multiple gateways, you would see a dropdown to select your default payment gateway. Only the DEFAULT PAYMENT GATEWAY will be used to collect payments. So if you chose Stripe then it will only collect payments through Stripe.

3. Now, go to Calendar Settings.

Available payment providers and how to add them (image 3 of 6) What this shows 3. What this shows Illustrates the "Available payment providers and how to add them" section of "Collecting Payments in Calendars". This screenshot appears in the "Available payment providers and how to add them" section of "Collecting Payments in Calendars". The text alongside this image reads: 3. Now, go to Calendar Settings. For context, this section explains: 1. Payments in calendars are supported through six payment gateways, namely Stripe, NMI, Authorize.net, Razorpay, Square and PayPal. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: 3. Edit (by clicking on the three dots) an existing calendar or Create a New Calendar (Advanced Settings). Under Forms & Payments you will see a toggle to "Accept Payments". Image 3 of 6 What this covers3. Now, go to Calendar Settings.
Fields in this part of the guide Amount (with currency)DescriptionPayment mode (Test or Live)

Buttons and menus referenced Stripe, NMI,Authorize.netRazorpay, Square and PayPal.Payments TabIntegrationsPlease NoteDEFAULT PAYMENT GATEWAYAmountDescriptionPayment modeREMEMBER!
Next step3. Edit (by clicking on the three dots) an existing calendar or Create a New Calendar (Advanced Settings). Under Forms & Payments you will see a toggle to "Accept Payments".

All 3 steps in this procedure

Amount (with currency)
Description
Payment mode (Test or Live)

3. Edit (by clicking on the three dots) an existing calendar or Create a New Calendar (Advanced Settings). Under Forms & Payments you will see a toggle to "Accept Payments".

Available payment providers and how to add them (image 4 of 6) What this shows 3. What this shows Illustrates the "Available payment providers and how to add them" section of "Collecting Payments in Calendars". This screenshot appears in the "Available payment providers and how to add them" section of "Collecting Payments in Calendars". The text alongside this image reads: 3. Edit (by clicking on the three dots) an existing calendar or Create a New Calendar (Advanced Settings). Under Forms & Payments you will see a toggle to "Accept Payments". This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Once enabled, these new form fields would appear. Image 4 of 6 What to choose3. Edit (by clicking on the three dots) an existing calendar or Create a New Calendar (Advanced Settings). Under Forms & Payments you will see a toggle to "Accept Payments".
Fields in this part of the guide Amount (with currency)DescriptionPayment mode (Test or Live)

Buttons and menus referenced Stripe, NMI,Authorize.netRazorpay, Square and PayPal.Payments TabIntegrationsPlease NoteDEFAULT PAYMENT GATEWAYAmountDescriptionPayment modeREMEMBER!
Next stepOnce enabled, these new form fields would appear:

All 3 steps in this procedure

Amount (with currency)
Description
Payment mode (Test or Live)

Once enabled, these new form fields would appear:

Amount (with currency)
Description
Payment mode (Test or Live)

Note:  When the “Test or Live” toggle is enabled (switched to the right), the calendar operates in Live Mode. If it is disabled (switched to the left), it remains in Test Mode.


  
  
    Available payment providers and how to add them (image 5 of 6)
    What this shows Amount (with currency) Description Payment mode (Test or Live)

  What this shows
  Illustrates the "Available payment providers and how to add them" section of "Collecting Payments in Calendars".
  This screenshot appears in the "Available payment providers and how to add them" section of "Collecting Payments in Calendars". The text alongside this image reads: Amount (with currency) Description Payment mode (Test or Live). This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Please Note: Partial payments do not work with recurring calendars.
  Image 5 of 6
  What this coversAmount (with currency) Description Payment mode (Test or Live)
  
        Fields in this part of the guide
        Amount (with currency)DescriptionPayment mode (Test or Live)
      
  
        Buttons and menus referenced
        Stripe, NMI,Authorize.netRazorpay, Square and PayPal.Payments TabIntegrationsPlease NoteDEFAULT PAYMENT GATEWAYAmountDescriptionPayment modeREMEMBER!
      
  Next stepPlease Note: Partial payments do not work with recurring calendars.
  
  
        All 3 steps in this procedure
        Amount (with currency)
Description
Payment mode (Test or Live)

Please Note: Partial payments do not work with recurring calendars.

REMEMBER! If you don't see the Payment Options like on the screenshot below, it's because you haven't integrated a payment gateway yet. Review the steps above to activate Payment Options for Calendars.

Available payment providers and how to add them (image 6 of 6) What this shows REMEMBER! What this shows Illustrates the "Available payment providers and how to add them" section of "Collecting Payments in Calendars". This screenshot appears in the "Available payment providers and how to add them" section of "Collecting Payments in Calendars". The text alongside this image reads: REMEMBER! If you don't see the Payment Options like on the screenshot below, it's because you haven't integrated a payment gateway yet. Review the steps above to activate Payment Options for Calendars. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: To connect to Square, follow the below steps. Image 6 of 6 What this coversREMEMBER! If you don't see the Payment Options like on the screenshot below, it's because you haven't integrated a payment gateway yet. Review the steps above to activate Payment Options for Calendars.
Fields in this part of the guide Amount (with currency)DescriptionPayment mode (Test or Live)

Buttons and menus referenced Stripe, NMI,Authorize.netRazorpay, Square and PayPal.Payments TabIntegrationsPlease NoteDEFAULT PAYMENT GATEWAYAmountDescriptionPayment modeREMEMBER!
Next stepTo connect to Square, follow the below steps:

All 3 steps in this procedure

Amount (with currency)
Description
Payment mode (Test or Live)

How to integrate Payment Providers?

Square:

To connect to Square, follow the below steps:

Login to you square account - https://app.squareup.com/login and stay signed in as a square user.
Then go to GHL Customer Care, Payments Module > Integraand click on the Connect button for Square Live Mode. It will automatically pick the signed in account and connect it to GHL Customer Care!

Razorpay - Help Doc

Frequently asked questions

How to integrate Payment Providers?

Square: To connect to Square, follow the below steps: Login to you square account - https://app.squareup.com/login and stay signed in as a square user. Then go to GHL Customer Care, Payments Module > Integraand click on the Connect button for Square Live Mode. It will automatically pick the signed in account and connect it to GHL Customer Care! Razorpay - Help Doc

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