Skip to main content
Question

Calendly and Stripe

  • 28 June 2024
  • 1 reply
  • 193 views

Our business has 15 Calendly users. We want to be able to take a payment via Stripe that goes into the one stripe account, that of the business owner.

Is that possible and does that mean the admin/business owner has to go into all the users and update it to his own Stripe account, or is there a quick fix?

Hey there @PT473082 -- great questions, here! 💡 Thanks for posting, and welcome to Calendly Community!

  1. Yes! You can allow one Stripe account to be integrated with multiple Calendly accounts. However, each individual user will have to set up this integration under their own integrations tab > set up the payment collection in each of their event types, meaning they will need the login credentials for that Stripe account in order to connect that Stripe account to each of their Calendly accounts. 
  2. That said -- payments for shared or team event types are collected through the organization Owner's connected Stripe/PayPal account. So, if you set up a Team Page and team event types such as Round Robin Event Types and/or Collective Event Types (as well as shared ETs), then your Calendly account’s Stripe integration will be the one that is used for all payment collections when those ETs are booked on behalf of your users. If you stick to this kind of booking you will not need to give the login credentials for the Stripe account to each of your users.
  3. If you need your users to be able to collect payments via this Stripe account on their own individual event types as well, then you’ll still need to provide them the login credentials so that they can each integrate with Stripe in their Calendly accounts. In this case, I would suggest giving this info out to each of your team members > telling them each to set up their Stripe integrations by a specific date > going in and updating your Stripe password after the fact so that your Calendly team members can not log in (to your Stripe account) and make (accidental or intentional) changes to that Stripe account once the integrations are all set up. 
  4. If you would rather not provide the login credentials for your Stripe account to each of your users in your Calendly organization and you need to use event types outside of team and share events types, then you would need to log into each of your user’s accounts yourself in order to set up the Stripe integration for each of them. This will require you having the username (login email) and password for each of your users. 
  5. Here, you can read more about our Stripe integration.
  6. In our Company Admin Guide you will find lots of other helpful information about running your team within Calendly! You can also check out our New User Guide and provide this to each of your team mates. It’s very helpful while learning the Calendly ropes (and will have great info for you as an owner/admin, to boot)! 
  7. Below I am sharing some more FAQs regarding Stripe, as well, some of which will be information not found in the article linked in number 5 on this list. Click “show content” to expand this info + read all of this as you please. 🙂

Stripe FAQs: 

 

Which payment integrations do you offer?

We have integrations with both Stripe and PayPal. You can connect your Stripe or PayPal account to Calendly to collect payments when your invitees schedule with you. If you don't use these services, you could add a custom link to your confirmation page that leads to your preferred payment provider. You could also customize your invitee notification emails to include that link!
 

What currencies can I collect payments in?

At this time, our payment integrations can accept payments using the following currencies:
$ AUD - Australian Dollar
$ CAD - Canadian Dollar
€ EUR - Euro
£ GBP - Pound Sterling
$ USD - United States Dollar

If you'd prefer to collect payment with a different currency, you could include a payment link on your confirmation page to direct invitees to your preferred payment portal. Customizing your invitee notification emails to include that link might do the trick as well! While these options won't ensure users pay for the service prior to booking, it may allow some more flexibility.
 

Can I offer discount codes?

We do not currently offer a coupon or discount code option with our payment integrations. If this a one-on-one event, you could clone your event type, then require different payment amounts for each. Just visit your Event Types page and select "Clone" from the gear menu of the event you'd like to copy. For example, you can require $50 for the event type that is public, and only $40 (or even no payment collection at all) for a secret event. Share the secret event link directly with any invitee who should receive the discounted price, as this event will not appear on your landing page for others to choose from!
 

Can invitees book a package/series of events, paying up front?

Calendly (and our integrations with Stripe and PayPal) does not have a recurring or package event feature at this time. However, many users encourage invitees to book their next meeting after confirming an event. Users on our professional/standard plan and above can also take advantage of our invitee redirect feature! Rather than seeing the Calendly confirmation page after booking, invitees will be automatically forwarded to the website of your choosing. You could collect payments on the first event type, then redirect invitees to a secret event type (without payment collection enabled) with instructions on scheduling another meeting.
 

Can I offer the option of paying either through Stripe or PayPal?

While each event type can only accept one type of payment (Stripe or PayPal) at this time, some users clone their event type to create Stripe and PayPal "versions" of their event type, then direct their invitees to their landing page to choose the option (event type) they would prefer! The result would look something like this:

 

Alternatively, you might consider enabling PayPal's Guest Checkout feature, which would allow invitees to pay via PayPal using a credit/debit card as well!
 

How does payment collection for group event types work?

Each invitee will need to pay when booking the Group event from your booking page.
 

How does payment collection for shared or team event types work?

Payments for shared or team event types are collected through the organization Owner's connected Stripe/PayPal account.
 

Can I collect payments for my users' individual event types through my Stripe/PayPal account?

Payment collection for a user's individual event types occurs through the Stripe/PayPal account that user has connected from their Integrations page. You could ask each of your users to connect their Calendly account to your Stripe/PayPal account in order to accomplish this!

Alternatively, since payments for shared or team event types are collected through the organization Owner's connected Stripe/PayPal account, you could set up a team page, configured to let invitees choose who to meet with. Payments for these team event types would be collected through the organization Owner's connected Stripe/PayPal account.
 

How do refunds work?

Since payment is collected directly through your connected Stripe/PayPal account, you can process refunds through your Stripe/PayPal account as well! Calendly does not automatically refund invitees who cancel events.
 

Does Calendly collect a fee for Stripe/PayPal payments?

No. Since payment is collected directly through your connected Stripe/PayPal account, any fees would be determined by Stripe/PayPal directly.
 

Can I collect deposits/partial payments? Can invitees pay an additional "tip" after the meeting?

Calendly's payment integrations support collecting a single payment at the time each event is scheduled. You'll configure the amount in the Collect Payments section of your event type settings. Any additional payments would need to be collected outside of Calendly.
 

Can you connect the same Stripe/PayPal account to multiple Calendly accounts?

Yes, you can! However, each user will need to set this up on their integrations page.
 

If an invitee reschedules, do they need to pay again?

If an invitee reschedules their event through Calendly, they will not need to pay again However, if an invitee cancels an event, then attempts to rebook, they would be prompted to pay again. You could refund their original payment in your connected Stripe/PayPal account, or perhaps create a secret event type to allow them to book again without payment.
 

What happens after payment?

Stripe: Stripe creates a payment record, and Stripe generates a receipt associated with the payment record:

 

 

PayPal:

From a user's perspective:

 

 

Under Notifications, a user will see "Payment from" for invitee payments and "Payment to" if they're paying for Calendly with PayPal.

Example transaction that the user sees in their PayPal account:

 

 

 

 

 

I hope this helps! Please do not hesitate to reach back out with any questions about this or other functionality of your Calendly account -- we’ll be here to assist! Have a great Monday. 🤗


Edit to add: there was a lot of talk above about team ETs on a team page as well as shared ETs, + discussion of your users potentially needing to set up individual ETs (these would be either one-on-one or Group Event Types under their own Calendly accounts, that you are not able to access, make changes to or control in any way as the owner/admin -- i.e. events that would leave with the users if they were removed from your Calendly organization) that collect payments to your company Stripe account. You can create Group ETs on a team page. However, you cannot create a “trueone-on-one ET on a team page. One way to circumvent this is to instead use a workaround to create “one-on-one” ETs on a team page, as well, and assigning those to each user as needed. We have a couple of super simple workarounds for this need (this involves using Round Robin or Collective ETs as “one-on-one” ETs). You can read more about those workarounds below: 
 

 

Hope this is helpful, too!