Payment collection using Stripe

Modified on Fri, 24 Feb 2023 at 05:02 PM

With Stripe integration, you will be able to collect payments from invitees at the time an appointment is booked. You can save time and reduce no-shows by connecting your Stripe account to Leadmonk and allowing clients or customers to make payments when choosing a time to meet with you. 

  • You can streamline the billing process to one step with Leadmonk's Stripe integration.
  • You can collect payments in multiple currencies.
  • You can also include payment terms within the appointment scheduling process.
  • Credit or debit card payments are accepted across the event types such as One-on-one, Group, Collective and Round Robin.


If you try to enable payment at event type level without integrating Stripe, then you get below message. 


   

You can integrate your stripe account to your Leadmonk account by following the below mentioned steps:

  • Go to Settings => Integrations page
  • Look for Stripe on the Integration page 
  • then click 'Configure' button highlighted in red color.

  


Once you connect your stripe account, status for Stripe in Leadmonk is shown as 'enabled'.

 

As shown below, you can specify payment details in the event type customization after integrating Stripe to your Leadmonk account.




How stripe payment works on the booking page


Once invitee selects date and time, he/she has to enter name, email address and then click 'Go to Payment' button.

 

   

Payment Terms and Stripe form are shown in the booking process as shown below. Appointment will be confirmed only after successful payment by the invitee.



Stripe Integration at Admin or Owner account level


Now your team members can make use of Stripe integration done by the Admin or Owner to offer paid appointments. It's no longer required for every user within the team to separately connect Stripe accounts. Its also possible to offer paid appointments using Round Robin and Collective event types as well.

  

Steps to connect Stripe Admin account

  • Go to Settings=>Integration page
  • Look for 'Stripe [Admin]' there.
  • Click 'Configure' button as shown below.
  • Once you connect your stripe account, status for Stripe in Leadmonk is shown as 'enabled'.



Now this stripe account can be assigned to any event type by any of your team members as shown below.


   


Stripe Integration FAQ

    

  • What kind of event types can collect payments?
    All kinds of event types can be set up to collect payments.

  • Does Leadmonk scheduling link show all my appointments to others?
    No. It does not show any of your appointments/meetings to your invitees. It shows only your available time slots to them.


  • Does Leadmonk's Stripe integration collect sales tax?
    No, our payment integration does not collect VAT/Sales tax. You can include this in the cost and amend the amount to be collected in the event type.

  • Does Leadmonk process refunds?
    No, refunds must be processed manually by the account holder. Leadmonk support will direct invitees to contact you regarding any payments they submit through your scheduling page.


  • Does my Stripe account support live charges?
    Live charges are only supported in Stripe accounts set to live mode. Ensure you are in live mode before connecting your account to Leadmonk.


  • Does Leadmonk support discount codes with Stripe integration?
    We do not currently support coupon or discount code options with our Stripe integration.


  • What payment methods does Stripe support?
    Stripe accepts most major credit and debit cards. For more details visit Stripe's payment methods guide.


  • What currency can I collect payments in?

  • $ USD  - United States Dollar
  • $ AUD  - Australian Dollar
  • $ CAD  - Canadian Dollar
  • € EUR  - Euro
  • £ GBP  - Pound Sterling
  • ₹ INR   - Indian Rupees

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