Your favorite scheduler is now paired with your favorite payment processor.

SCHEDULICITY PAYMENT WITH SQUARE

Schedulicity payment just got better! Square allows you to accept payments in-person or online, right in your Schedulicity account.

As the leader in point of sale transactions, Schedulicity has teamed up with Square to allow you to collect payments right in your Schedulicity account! Collect payment at the end of a service, class or workshop, and soon be able to require full pre-payment or partial deposit on any service. And this comes with all of Square’s features:

  • Same rate for all major cards
  • No monthly or hidden fees
  • Full PCI compliance included
  • Deposits in one to two business days with instant deposits available
  • Chargeback protection
  • Payment dispute assistance

INTEGRATION INCLUDES:

Process an in-person payment using a Square magstripe reader, a Square Stand, or the Square contactless + chip reader
*processing fee is 2.75% per transaction

Process refunds for Square within the transaction details of Schedulicity

Accept gratuity

Send receipts

Accept full prepay or a deposit when a client books online

Require credit card information for a client to hold an appointment

Accept Square payments through the iOS business app

Process refunds for Square payments in the iOS business app

Process Fill My Book and Deal Manager promoted deals with Square

A NOTE TO STRIPE USERS

If you love Stripe, not to worry—you can still use Stripe as your choice of processor. At this time, you can only be connected to one payment processor via Schedulicity. That means, if you connect to Square you will not be able to use your Stripe account through Schedulicity any longer. As a heads up, whatever client credit cards you have stored in Stripe will not be automatically moved over to your Square account if you switch processors. Have questions? Be sure to reach out to the rockers!

HOW TO GET PAYMENT WITH SQUARE

Get the Square payment feature added to your account in just a few simple steps!

Step 1.

First, make sure you have payment enabled on your account by going to the Settings tab and clicking the Subscription tile. 

Step 2.

Next, go back to the Settings tab and click on the Payments tile. Click the blue “get connected with Square” button and either login or sign-up with Square.

Step 3.

Now go check it out! Just like payment before, you can charge a card from inside an appointment by clicking the green “checkout” button.

WHAT IT COSTS

The payment add-on (which is required to use Square) is only $5/month for single providers and $10/month for multiple providers. This add-on allows you to use Square without ever having to leave your Schedulicity account.

Square, the leader in point of sale payment processors, charges 2.75% per swipe, dip or tap; 2.9% + 30¢ per eCommerce API; and 3.5% + 15¢ per keyed-in transaction.

WHAT ARE THE BENEFITS OF LINKING YOUR SQUARE ACCOUNT TO SCHEDULICITY?

+ You can charge directly from your appointments in Schedulicity. No need to go back and forth between apps.
+ Transaction(s) display on your appointment(s) for quick, easy accessibility
+ Refund directly from your appointments or from your complete transaction list within Schedulicity
+ All of your transactions will be accessible from your Schedulicity account for easy management (this doesn’t include transactions before the integration)

FREQUENTLY ASKED QUESTIONS

Have questions regarding Square? Check out the FAQs below!

What are the benefits of linking up my accounts?

– You can charge directly from your appointments in Schedulicity. No need to go back and forth between apps.

– Transaction(s) display on your appointment(s) for quick, easy accessibility

– Refund directly from your appointments or from your complete transaction list within Schedulicity

– All of your transactions will be accessible from your Schedulicity account for easy management (this doesn’t include transactions before the integration)

– Accept Prepayment

– Accept Deposit

– Require a credit card to be held when clients book online

– Export all of your transactions directly from Schedulicity

– All transactions will be associated with your client’s record whether they pay in person or online

How do I set it up?

Setup is super simple.

  1. Login to your Schedulicity account.
  2. Select Settings from the menu in the upper left hand corner
  3. Select Subscription
  4. Click Manage and tap to add the Payments add-on (Only $5/mo for solo providers & $10/mo for multiple providers)
  5. Acknowledge the price change prompt and select to add a payment processor.

Choose Square as your processor to follow the steps to sign into your Square account or create a new one. Now, when you view an appointment you will see the checkout button. You can use checkout to process transactions from Schedulicity through Square by simply selecting credit card | enter a card.

I don't have a Square account yet. Can I still use this?

Of course! Follow the setup steps listed above. Once you choose Square as your processor, you will be prompted to sign in or create a new account. Square will guide you through account creation and then you will be good to go.

I’m already connected to Stripe, how do I switch?

Easy!

  1. Login to your Schedulicity account.
  2. Go to Settings from the menu in the upper left hand corner
  3. Select Payment from the options displayed
  4. Click the disconnect link.
  5. Choose Square as your Payment Processor to connect your account.

Can I use both Square and Stripe?

Not right now. Luckily, Square offers the same great rate when processing online transactions (2.9% +$.30) so there is no need to have both. You also get a great rate when charging in-person transactions (2.75%), which Stripe doesn’t offer.

We have one Schedulicity account but individual Square accounts. How do we link those?

Unfortunately, we don’t have this option right now, but are currently working on a solution. We’ll keep you posted!

Can I keep all the credit cards I've already collected?

We take the security of your account very seriously. All of the credit cards are securely stored with your payment processor and are only accessed when you need them. Schedulicity doesn’t store any credit card information so the cards cannot be transferred from one processor to another. You will need to collect cards if you switch over.

What if I have questions, who can I contact?

We take pride in taking care of our businesses. If you have any questions about the integration, you can just let us know – support@schedulicity.com or use the purple bubble in the lower right hand corner. If your questions are for a specific transaction, Square has great support! You can call them at 1 (855) 700-6000.

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