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
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!
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.
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!
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.
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!
Each invitee will need to pay when booking the Group event from your booking page.
Payments for shared or team event types are collected through the organization Owner's connected 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.
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.
No. Since payment is collected directly through your connected Stripe/PayPal account, any fees would be determined by Stripe/PayPal directly.
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.
Yes, you can! However, each user will need to set this up on their integrations page.
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.
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 “true” one-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!
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