Collect payments online - Zoho Bookings Help

Collect payments online while booking

AlertThis page is applicable for Bookings 2.0 version only. To view the equivalent Bookings 1.0 version, please check this page.
 

1. In a nutshell 

You can integrate a payment gateway and collect online payments for your appointments, removing the hassles of delayed payments, payment reminders, and handling cash. Additionally, you can set if the customer has to make a partial payment or full payment to confirm the appointment.


2. Feature availability

  • Super admins and admins can set up the integration
  • Other users cannot set up the integration


3. Overview

Zoho Bookings allows you to use any one of the below payment gateways:


Key benefits of this integration

  • Collects online payment when an appointment is booked, reducing no-shows and encouraging more commitment from customers
  • Allows customers to pay using various supported modes
  • Facilitates both full and partial payments


3.1 Supported countries

The following is a list of payment gateways and their supported countries. 


Payment Gateways

Supported Countries

Authorize.Net

United States, United Kingdom, Australia, Canada, Europe

Forte

United States, United Kingdom, Canada

PayPal

RazorPay

India

Stripe

Uruguay, Mexico, Colombia, Argentina, Chile, Brazil, and Peru

2Checkout supports 196 countries. Unsupported countries are Cuba, Iran, North Korea, Myanmar/Burma, Sudan, and Syria.


4. Steps to integrate payment gateways

Prerequistie

  • This integration requires that you have a suitable plan in any one of the payment gateways.
  • Set the currency in Bookings under Admin CenterOrganizationBasic Information. It must be the same as what you have in the payment gateway. 
    You can change the currency before integrating a payment gateway. However, if you want to change the currency after integrating a payment gateway, you need to write to us at support@zohobookings.com


4.1 Integrate payment gateway

  1. Click the Admin Center icon  in the top right corner of Bookings. Select Payments under Integrations
  2. Click the required payment gateway card, then click Connect.
  3. Enter the details in the pop-up shown. You can get those details when you log in to the respective payment gateways. 
    Note: Details will vary for the different payment gateways.

  4. Click Setup. Your gateway is now configured.
    ImportantThe currency that you have set for your account under Admin CenterOrganizationBasic Information should be the same as that of your payment gateway's account. 


4.2 Choose payment type in event types 


Notes
Note: This step is optional

Once you've integrated a payment gateway, all the event types' payment mode will be changed to Online automatically. Furthermore, you can select the payment type of each event type. That is, if full payment has to be made or only partial payment is enough to confirm an appointment. 
  1. Switch to the required workspace by clicking the workspace name under the Bookings icon in the top-left corner.
  2. Click Event Types in the left sidebar, then select the required event type. 
  3. In the Event Type Details tab, click the Edit button on the right side. 

  4. Select any one of the below options under Payment Type. 
  • Full Payment - Select this option if the entire cost has to be paid while booking. This is suitable for an appointment where securing a spot is crucial and expect commitment from the attendees. 
  • Deposit - Select this option if a partial payment is required while booking and the remaining can be paid later. Commonly used for appointments where a certain level of commitment is required from the attendee and the full amount can be settled later or during the appointment. 
    When this option is chosen, another field opens where you can enter the partial amount that should be made at the time of booking. 
  • Optional - Select this option if payment is not required at the time of booking.



    Perform the above steps for all the required event types. Your integration will be all set to collect payments online while booking.


5. What to expect after integration

After the integration, each time an appointment is booked for the selected event types, customers will be prompted to pay. Appointment gets confirmed only if the payment is successful.


 


Bookings users can view the payment details for each appointment in the Appointment Summary under the Customer InfoPayment tab. Also, learn different payment statuses here.



You can further update the payment status and cost by hovering over Status and clicking the edit icon 




6. Points to note

  • At any time, only one of the available payment gateways (listed above) can be configured. If a new payment gateway is set up while another is already active, the old one would be disabled. 


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