The Definitive Guide to
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This resource is an overview of payment processing within the online booking app, Schedulicity.
Table of Contents
Basic Information: Schedulicity Pay
Q: Who is Schedulicity Pay?
A: Schedulicity Pay is Schedulicity’s built-in payment processor.
Q: What are the rates?
A: Schedulicity Pay has one payment processing rate for all transaction types: 2.6% + $0.10.
Q: When do I need to apply?
A: You can apply starting in January 2024.
Q: What kinds of payment can I accept?
A: You can accept cash, credit and debit cards (Visa, MasterCard, Discover, and American Express), contactless payment (including Apple and Google Pay), and cash.
Using Schedulicity Pay, you can also hold cards on file and collect deposits or prepayments.
To see if a client made a payment before their appointment, check your calendar for a dollar sign ($) icon or search for the appointment details.
Q: Are there extra fees?
A: Nope! There are no extra fees or contracts to add or terminate payment processing on your Schedulicity account.
Q: When will I receive payouts? What about weekends and holidays?
A: You’ll receive funds within two business days. Payouts will not occur on weekends or bank holidays.
For example, if the sales day is Friday, the payout for that day would be the following Tuesday.
Q: Can I customize the payout schedule?
A: The payout schedule cannot be changed or customized for your business.
Q: Do you offer commission tracking or multi-provider payouts?
A: No. At this time, businesses can have only one merchant account per Schedulicity account.
If you have multiple service providers, contact customer support for solutions.
Q: Do you offer multi-location payouts?
A: Yes. Each location has their own Schedulicity account, and each Schedulicity account has their own merchant account.
You have to sign up for Schedulicity Pay for each location.
Q: Do I need to purchase a credit card reader?
A: No, you do not need to purchase a credit card reader to use Schedulicity Pay. However, they are available for purchase.
Q: Where can I get a credit card reader?
A: Credit card readers from Schedulicity are available after you’re approved for payment processing. We have two options:
- NYC1: This is the mobile card reader. Available for $84 + free shipping.
- P400 Plus: This is the desktop reader. Available for $483 + free shipping.
Credit card readers will arrive within 2 to 3 days of the order placed.
Payment can be made within your Schedulicity account. You will be asked to enter your credit card information at the time of order. Schedulicity will run a one-time charge and place the order.
Please note: Currently, mobile card readers are only available to U.S. businesses. Look out for a package from Adyen/Flex Logistics –– not Schedulicity.
Q: Will a third-party credit card reader work with Schedulicity Pay?
A: No, third-party credit card readers do not sync with Schedulicity Pay.
Q: What are the benefits of Schedulicity Pay over other payment processors?
A: Schedulicity Pay offers:
- A streamlined business with one app for booking and payments
- Approval (and payment processing) within 24 hours*
- Access to funds within two days**
- Contactless payment, including Apple and Google Pay
- One rate for all transaction types
- Fewer no-shows by requiring prepayment, deposits, or credit card holds from clients before they book
- Financial reports for easier taxes and to improve sales strategies
- Optional credit card reader
- Email receipts
- No contracts or early termination fees
- Free customer support and payment onboarding
*Subject to application and approval process
**With the exception of weekends and bank holidays
Schedulicity Pay Application Questions & Answers
Q: Who can apply for Schedulicity Pay?
Anyone with an Unlimited Plan, including Canadian businesses and some traditionally restricted industries, like psychics.
(Payment processing will not work during any free trial period.)
For questions about eligibility, contact customer support.
Q: What do I need to apply?
A: To submit an application for Schedulicity Pay, you need to subscribe to the Unlimited Plan. (Payment processing will not work during any free trial period.)
If you’re already subscribed, you will need the following:
Company details:
- Legal business name (DBA “doing business as” name)
- Business address
- Company structure
- Bank information, including routing and account numbers for payouts
- Bank statement or banking mobile app verification
- Bank account holder
- Currency code (ex: USD or CAD)
- Tax ID number
- EIN verification letter
Personal details:
- First and last name
- Phone number
- Personal address
- Date of birth
- SSN
- Photo ID
- Digital signature
Q: When will I be approved?
A: New applications should be approved within 24 hours after submission. Approved businesses will receive an email from Schedulicity.
Approved businesses will also receive an email from Adyen, our secure partner for payments.
You can also track your application by following these steps:
- Log into your Schedulicity account on desktop.
- Go to Settings.
- Go to Payments.
Q: It’s been over 24 hours, and I’m not approved for Schedulicity Pay yet. What happened?
A: If this happens, you should receive a chat and an email: Action Needed on Your Schedulicity Pay Application.
Your application may require additional documentation or more information. To resolve this matter (and get you processing payments ASAP), please visit the Payments tab in your Schedulicity account.
Q: What is “Other Integrations”?
A: For a few months, new businesses on the Unlimited Plan can choose their payment processor: Schedulicity Pay or Stripe. (New businesses are not able to process payments with Schedulicity’s former payment processor, Clearent.)
Please note: It is our recommendation that new businesses choose Schedulicity Pay for better processing rates.
The Effect on Existing Users
Q: Am I processing payments in Schedulicity already?
A: To check if you’re processing payments with Schedulicity, follow these steps:
- Log into your Schedulicity account on desktop.
- Go to Settings.
- Go to Payments.
- Look at the top left corner of your screen. It’ll say “Not Connected” or “Connected.”
Q: I’m already using Schedulicity’s payment processor. How will this affect me?
A: Any business currently processing payments with Schedulicity is using Stripe or Clearent.
- Stripe: Businesses can continue processing with Stripe, but it is recommended to switch to Schedulicity Pay for better processing rates. You can reapply in your account.
- Clearent: Businesses can continue processing with Clearent. If you’re processing with Clearent and would like to switch to Schedulicity Pay, contact customer support.
Q: What happens when Schedulicity stops processing with Clearent and Stripe?
A: When Schedulicity stops processing with Clearent and Stripe, businesses must use Schedulicity Pay in order to continue payment processing.
Q: Can I switch from the existing payment processing rate to the new rates?
A: Yes.
- If you’re using Stripe: If you want to switch to Schedulicity Pay for better processing rates, reapply in your account.
- If you’re using Clearent: If you’re processing with Clearent and would like to switch to Schedulicity Pay, contact customer support.
Q: Will my Clearent card reader still work?
A: If you’re currently using Clearent to process payments with Schedulicity, your card reader will still work.
However, when you switch to Schedulicity Pay, the Clearent card reader will not work.
Q: What about any current cards on file?
A: Any existing cards on file will be lost after transitioning to Schedulicity Pay.
If your question was not answered, please jump to the Support Articles section for detailed FAQs. You can also contact customer support.
Customer Support
Q: Who is Adyen?
A: Adyen is the payments platform of choice for many of the world’s leading companies, providing a modern end-to-end infrastructure connecting directly to consumers’ globally preferred payment methods.
Adyen delivers frictionless payments across online, mobile, and in-store channels.
Q: Why did Schedulicity switch payment processors?
A: By leveraging Adyen’s leading payments technology and global licenses, Schedulicity is able to simplify and enhance the payment experience for our businesses, all within our existing platform.
Q: I have more questions. Who can I talk to?
A: Feel free to contact customer support via email at support@schedulicity.com. You can also use the chat feature on our website (located in the lower right corner) or in your account.
Resources
- Q&A Overview for New Users
- Fee Structure Details
- Application Checklist
- Reporting Features
- Security Measures & PCI Compliance
- Chargebacks
- How Clients Can Pay
- Defining Your Company Structure
- Payment by Text & QR Code
Support Articles
Written by our customer support team, these support articles detail commonly asked questions regarding payment processing with Schedulicity.
- Getting Started with Payment Processing on Schedulicity
- Schedulicity Pay Application Help
- How do I apply as a sole proprietor?
- How do I apply as an organization?
- Schedulicity Pay FAQs:
- How will the payment application affect my credit score?
- When are processing fees taken out of my account?
- What is my bank account information being used for?
- How old do I have to be to apply?
- Can I process HSA/FSA cards?
- What if I don’t have a voided check?
- Where do I find my merchant ID number?
- When will I receive my deposits?
- Payment Basics: Processing Refunds, Tipping, Invoices, Filing Taxes & Partial Deposits
- Card Reader FAQs:
- What comes with the card reader?
- How do I pair the card reader to my Schedulicity account?
- Can I order additional devices?
- Understanding Our Contactless Payment Option
- How to Use Your Schedulicity Payment Dashboard
- How do I update my bank account information?
- Where can I access tax forms?
- Troubleshooting