We offer a whole bunch of ways for you to accept credit cards to secure bookings!
In this guide:
Check out this short video for a brief overview of how to set up payments and get an idea of what paying for the appointment will look like for the client:
Integrate with a Payment Processor⚓
To get started with accepting payments for services in Acuity you will have to integrate with one of the payment processors we integrate with. Learn more about those processors and the benefits of each here»
Head over to Payment Settings to set up one of the following options:
- Stripe: Click “Connect with Stripe” or copy your live secret API key to accept payments. Stripe allows clients to pay with their credit card without straying from Acuity. It also allows you to capture a credit card number without charging it –– the perfect solution for charging in the event of a no-show.
- Square: Click “Connect to Square” and enter your information. If you’re already connected to a Square account and need to switch, choose “Connect to a different Square account” and login to the appropriate account. The Square card reader is supported for U.S. businesses. You can read about how to set it up in this article.
- PayPal: Enter the email address you use to login to your PayPal account. When using PayPal as your processor any additional payments would need to take place outside of Acuity and can only be processed by the client after they are redirected Paypal's site to pay.
You can use any one of the three payment processors, or use PayPal in combination with Square or Stripe.
For each processor, you can connect only one account to Acuity.
Use a payment processor we don't currently support? Let us know here.
Ways to Accept Payment⚓
Once connected with your payment processor choose the currency you will be taking your appointments in and choose how you will be accepting payments in the dropdown under "When Clients Schedule an Appointment"
- Require full payment: With this option, clients are required to pay in full when booking an appointment.
- Require a deposit %: This allows clients to either pay the full price or a percentage of the price as a deposit.
- Require a deposit $: This allows clients to either pay the full price or a fixed price for a deposit.
- When “Require a Deposit” is selected, you’ll also have the option to allow clients to pay the full price up front by checking the “Also give clients the option to pay the full amount in advance” button. If unchecked, clients will only be able to pay the deposit price when booking an appointment.
- If the client selects add-ons that affect the cost of the appointment type, the deposit will be calculated based on the final total cost of the appointment, including the add-ons. So a 10 percent deposit on a $100 appointment with a $50 add-on would be $15, or 10 percent of $150.
- Require a valid credit card, but don't charge: This option is only available for Stripe and Square. But wow, is it useful! This way, clients will enter a credit card number, but not pay anything up front during the booking process. This will ensure that their credit card is valid and add it to their client profile in Acuity, as well as their Customer list (for Stripe users). You can then charge it later, if necessary.
- The client will see a $1 charge on their card (uncaptured). This charge is used for validation purposes, but will later be released (voided). Square will void the charge after six days. Stripe will do so after seven days.
- Like deposits, when selecting “Require a valid credit card, but don’t charge,” you’ll have the option of allowing clients to pay in full.
- If you pick a combination of payment processors that includes PayPal (such as the Square and PayPal option), this choice won't be available. If you have it enabled when you switch to a combination of payment processors that includes PayPal, it will be changed to require a $1 deposit from your clients.
- Payment is optional: Clients can choose to either pay, or skip payment, during the booking process.
- Do not allow payment online: Payment will not be collected from the client during the booking process.
- Payment is different for each appointment type... Select this if you want to set different payment requirements for each appointment type.
Note: These settings will only apply to appointment types that have a price. If an appointment type is free, clients will be able to book without entering a credit card regardless of your payment settings.
How to tell whether an appointment is paid
You can check the payment status of any appointment by going to to the Appointment Calendar and clicking on the appointment to bring up its details.
However, Acuity will also let you know at a glance which appointments have been paid for. When viewing appointments on your Appointment Calendar, Acuity will add an icon to the appointment, letting you know its payment status:
|dollar sign||paid in full|
|faded dollar sign||paid in part|
|credit card icon||card vaulted, but not charged|
|star||paid with coupon, gift certificate, package, or other code|
How does a client pay for the rest of their appointment if full payment is not required? ⚓
If you only require clients to pay a deposit or only require a valid credit card, but don't charge when they schedule, Acuity will not automatically charge clients for the remainder of their appointment. The remainder will have to be paid manually by the client, or charged manually as the admin.
- Clients pay the remainder of their appointment balance by:
- Selecting “Change/Cancel Appointment” in their confirmation or reminder emails, which will bring them to a confirmation page. This page has a "Pay" button that allows clients to pay the remainder.
- Admins can pay the remaining appointment balance by:
- Clicking on the particular client's appointment from your appointment calendar, scrolling down to the Payment section, then clicking the “Make a Payment” link. From there, you’ll be able to manually charge the client’s appointment balance by charging their card on file or adding a new card to charge.
When using PayPal as your processor any additional payments would need to take place outside of Acuity.
Only when using Stripe or Square will clients and admin be able to pay the remaining appointment balance.
Check out this short video to see how clients and admins can pay the appointment remainder here: ⚓
Want people to pay for a bundle of appointments all at once? ⚓
Appointment packages will be the way to go here! They can be set up within Packages & Gift Certificates.
Letting Clients Pay with Cash or Check in Person⚓
It’s also possible to allow clients to pay in person with cash or a check. You can read about the process in this article.
If you have integrated with a payment processor, you can give clients the option of paying with a card online or in person via cash or check. To do this, go to Business Settings > Payment Settings and select Payment is optional in the dropdown menu of payment options. With this option selected, clients will have the option to pay during booking, but they will not be required to do so.
Note: Acuity will only accept and record payments of up to 150 percent of the appointment cost.