Funnel Breezy Knowledge Base
Calendars & Scheduling
How do I charge for an appointment before booking?
Learn how to add in mandatory payment before clients or leads can book an appointment with you.
Updated 2 days ago
Charging for appointments before booking
In this video, we show you how to make it so that payment is mandatory before someone can book in an appointment with you. These are great for VIP days and Intensives.
How to Set Up Mandatory Payment for Appointments on Calendly: A Step-by-Step Guide
What you'll need:
A Calendly account
A Stripe account connected to Calendly (for processing payments)
Steps:
Access Calendar Settings:
Go to the "Calendars" tab on your Calendly dashboard.
Click on the calendar you want to modify (or create a new one if needed).
Select "Edit Calendar."
Enable Payment:
Scroll down to the "Payments" section.
Click on "Accept Payments."
Enter the amount for the appointment (e.g., 997 USD).
Optionally, add a brief description of the payment.
Test Mode (Optional):
Consider leaving the payment processing on "Test Mode" initially to test the functionality before going live.
Save Changes:
Click "Save" to save your changes to the calendar settings.
Access Scheduling Link:
Exit the calendar settings.
Click on "Copy Scheduling Link" for the calendar you modified.
Test the Booking Process:
Open a new browser window (incognito/private mode recommended).
Paste the scheduling link and access it.
Review Booking Form:
You should see a booking form requesting the user's contact information.
Below that, there will be a section for them to enter their credit card information.
Complete Test Booking (Optional):
You can test the booking process by filling out the form and entering a valid test credit card number (available online).
Once the payment is processed, the appointment will be booked and confirmed.
Additional Notes:
This guide assumes you have already sold the service/appointment to the client through other means (e.g., sales page). Calendly itself is not intended for the sales process.
You can customize the booking form by adding additional fields if needed.
Calendly uses Stripe for secure payment processing. There are no additional fees from Calendly itself.
Once the appointment is booked and payment is received, Calendly will automatically send confirmation emails to both you and the client.
By following these steps, you can ensure that clients pay for your appointment before it gets booked on your Calendly calendar.