Accept Payments for Classes from the Calendar Page

Setmore’s class booking helps you schedule workshops, seminars and appointments for multiple customers in a group session. With the inclusion of Setmore’s built-in online payments system, now, it is possible for businesses to charge customers for class booking through the calendar page.

Setmore has two popular integrations to process online payments, Stripe payments and PayPal. In addition to two online payment gateways, Setmore also has a cash register system to record and manage cash-based payments. Let’s take a look at how to activate online payments for class bookings from the calendar page.

Requirements:

  1. Support for online payments is only available in Setmore Premium. To upgrade your account to the premium version, follow the instructions in this support article.
  2. You can either choose PayPal or Stripe payments to accept online card payments from your customers, but not both. Only one integration may be activated at any given time.

Recording a cash transaction

Setmore’s cash register system is a simple system that helps your record your transactions for bookkeeping and receipt generation purposes. To enable Setmore’s Cash Register System, follow the directions mentioned in this support article.

  1. Go to the calendar page of your Setmore account and click on a class session to open its details tab.
  2. Click Edit to view the list of attendees for that session.

  3. Now click the payment icon that appears to the right of the customer’s name.

  4. In the payment tab, choose Cash as type.

  5. Enter all essential purchase items and hit Charge Customer to record the payment and generate a receipt.

Accepting payments through Stripe

To enable Stripe payments in your account, read the support article here. Once Stripe is activated, follow the instructions below to take a class booking payment.

  1. From inside your Setmore account, go to the calendar and click the session that your customer has booked for.
  2. Click Edit to view the list of attendees for that session.

  3. Click the payment icon that appears on the right of the customer’s name.

  4. In the payment window, choose Card as type. 

  5. Next, enter the customer’s payment card information, or you may request payment card information over the phone.

  6. Enter any applicable discounts and other purchase items.

  7. Click Charge Customer to proceed with the payment.

To accept online payment as you add a customer to a session, click a session to open the details tab and click +Add to add an attendee. Enter the customer details and click Charge Customer button and repeat the same process mentioned above.

Accepting payments through PayPal

To enable online payments through PayPal in your account, read the support article here. Then follow the instructions below to process a class payment.

  1. From inside your Setmore account, go to the calendar and click the session that your customer has booked for.
  2. In the session details window, click the Edit button to view the list of attendees for that session.

  3. Click the payment icon that appears on the right of the customer’s name.

  4. In the payment window, choose Card as type. Enter the required purchase entities and discounts.

  5. Next, click Charge Customer.
  6. PayPal will launch in a new browser tab where your customers can opt to make a payment through their PayPal account, or use their credit/debit card. At this point, you’ll hand your tablet, phone, or keyboard over to the customer so they can input their information, or you may request payment card information over the phone.
  7. Click Pay Now to proceed with the transaction. Setmore will not save any of the customer’s PayPal information such as  username, password or other card details.

To accept an online payment as you add a customer to a session, click a session to open its details tab. Next, click +Add to add an attendee. Enter the customer details and click the Pay Now button and repeat the same process mentioned above.