1. In a nutshell 

2. Feature availability

• Available for premium plan.
• Roles

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

3. Overview

• Stripe
• Authorize.Net
• Forte
• Paypal
• Razorpay
• Mercado Pago
• 2checkout
  
  

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. 

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 Center > Organization > Basic Information. It must be the same as what you have in the payment gateway. 
  
• If the selected currency is incorrect or needs to be changed, update it under Admin Center before integrating a payment gateway. If the required currency is not available in the current Zoho Checkout organization, connect or create a Zoho Checkout organization with the desired currency.
  
  

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 Configure button next to the Zoho Checkout. A slider will open from the right.
   
   

   

   
   

3. Choose one of the following options:
   

   • Connect: To connect to the existing org

   • Create Organization: To connect to a new org
     
     

     
     
     

4. If you select Connect, the existing Zoho Checkout organization will be connected instantly. If you select Create organization, a slider will open from the right.
5. Enter the details of the country,currency, and state in the slider shown and Click Connect. A checkout org will be created and the payment gateways available in your region will be listed. 
   
   
   
   
   
6. Click the required payment gateway card, then click Connect.
   
   
   
   
7. 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.
8. Click Setup. Your gateway is now configured.
   
   Important: The currency that you have set for your account under Admin Center > Organization > Basic Information should be the same as that of your payment gateway's account. 

4.2 Choose payment type in event types 

Note: This step is optional

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. Managing Zoho Checkout configuration

Once Zoho Checkout is configured, the checkout organization details become view-only inside Zoho Bookings. If you need to update these details, click Zoho Checkout Details. This will redirect you to your Zoho Checkout account, where you can make the necessary changes. Any updates made in Zoho Checkout will be automatically synced with Zoho Bookings. After the Checkout organization is created, Zoho Bookings will display the payment gateways available in your region. You can connect any supported gateway to enable the integration. If you want to change the connected Zoho Checkout organization, you can disconnect the current organization and then create or connect to another existing organization. 



If you wish to stop accepting online payments, click Disable Integration from the View on Zoho Checkout panel.

Key benefits of Zoho Checkout

1. Maintain a compliant and consistent payment setup using Zoho Checkout.
   
2. Automatically enable gateways available in your region during initial setup.
   
3. Automatically sync payment gateway connections between Zoho Bookings and Zoho Checkout, ensuring consistent configuration and uninterrupted payment processing.
   

6. 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 Info > Payment 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 . 

8. Related links

• Appointment and payment status