Payment integration plays an important role in any appointment and walk-in system. It allows businesses to offer secure and convenient payment options while ensuring that paid services are handled smoothly. By integrating a payment gateway like Stripe, you can automate the process of charging for services, reduce manual errors, and provide customers with a seamless checkout experience.
1. Integration and Payment Gateway Setup
The first step in enabling payments is connecting your system to a payment gateway. A payment gateway acts as the bridge between your business and the customer’s bank or card provider.
To set this up:
1. Go to the Integration section and select Payment.
2. Click on the Manage button.
3. Choose Stripe as your payment gateway and enable it.
4. A setup box will appear. Complete the following steps:
Enable Stripe
Enter the Publishable Key and Secret Key from your Stripe account.
Click Save.
Tip: You must have an active Stripe account. Log in to Stripe’s dashboard to locate your API keys, then copy and paste them into the integration fields.
Finally, set your currency according to your business location (e.g., USD, EUR, INR) and save the changes. This ensures all payments are processed in the correct currency.
2. General Settings
After integrating Stripe, the next step is configuring general payment settings to decide how payments will work within your system.
1. Go to General Settings.
2. Enable the Payment option.
3. Choose your Category Level for Pricing:
Level 1: Main service – pricing applies at the top service level.
Level 2: Sub-service – pricing applies to sub-sections under a main service.
Level 3: Sub-sub-service – pricing applies at the most detailed service level.
This flexibility allows you to decide whether payments are handled broadly (by service group) or very specifically (by individual services).
4. Select where to apply the payment:
Appointments – payments required for booked slots.
Walk-ins – payments required at the counter/kiosk.
Both – payments enabled for both scenarios.
Click Save to apply your preferences.
3. Configure Service Categories
Each service you offer can be assigned as either free or paid, depending on your business model.
1. Navigate to the Category section.
2. Click Add Category.
3. Under Payment Options, select one of the following:
Free – choose this for complimentary services, trials, or informational sessions.
Payment – select this when a service requires a fee.
If you select Payment:
Enter the service price or fee.
Create and save the category.
This ensures that your services are clearly structured and that payment is only requested where necessary.
4. Customer Payment Experience
Once payments are enabled, the way customers interact with your system depends on whether they are walk-in customers or booking an appointment.
For Walk-ins
1. The customer selects their desired service at check-in.
2. The system displays a payment screen, asking for essential details such as their email address and card details.
3. After payment is successful:
A ticket is generated.
The ticket includes both the payment receipt and the customer’s token number.
This process ensures quick and easy service for customers arriving without prior booking.
For Appointments
1. The customer selects the service and chooses a preferred date and time slot.
2. They enter their personal details.
3. The system displays the payment screen, where card/payment details are entered.
4. Once the payment is processed successfully, the appointment is confirmed.
This creates a professional booking experience, where payments and scheduling are handled in one seamless flow.
Integrating payments into your appointment and walk-in system adds convenience, security, and professionalism to your services. Customers can pay quickly and confidently, while your business benefits from automated records, reduced errors, and faster checkouts. By following these steps, you ensure that your payment system is properly set up whether for free or paid services, appointments or walk-ins ultimately improving both customer trust and business efficiency.