# Collecting Payments in Calendars

> Calendar Payments are now possible when booking an appointment. It allows the company to receive payments when somebody books for a certain calendar appointment.

- Source: https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-settings-and-preferences/collecting-payments-in-calendars
- Section: Calendars & Appointments / Calendar Settings & Preferences
- Reading time: 3 min
- Images: 6, each explained below
- Modified on Wed, 2 Sep at 7:24 AM

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Calendar Payments are now possible when booking an appointment. It allows the location to receive payments when a client or customer books for a certain calendar appointment. This is very useful, especially for businesses that require a certain payment to book an appointment slot.

### **Covered in this article:**

-   [Available payment providers and how to add them](#available-payment-providers-and-how-to-add-them)

## **Choose How to Collect Payment Details**

Calendar Payment settings let you charge customers during booking or collect their card details without charging them.

### **Charge upfront**

Enable **Charge upfront** when you want to collect payment during the booking process.

Payment collection depends on the final amount due:

-   If the final amount is greater than **$0**, the customer provides payment details and pays the final amount.
-   If the configured amount is **$0**, card collection and payment are skipped.
-   If a coupon reduces the final amount to **$0**, card collection and payment are skipped.
-   If a coupon reduces the amount but leaves a balance greater than **$0**, the customer pays the discounted amount.

### **Collect Card on File**

Enable **Collect Card on File** when you want to securely save the customer's card details without charging them during booking.

When this option is enabled:

-   The customer provides their card details during booking.
-   The card is securely saved for future use.
-   The customer is not charged during the booking.
-   No payment transaction is created during the booking.

![Collect Card on File (image 1 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079903459/original/aKkkDjAd15id4Y8sJdlh11G32TuMKznCQQ.png)

**Collect Card on File (image 1 of 6)**

This screenshot appears in the "Collect Card on File" section of "Collecting Payments in Calendars". The text alongside this image reads: The customer provides their card details during booking. The card is securely saved for future use. The customer is not charged during the booking. No payment transaction is created during the booking. Immediately after, the guide continues: Calendar payment setup Final amount Card collected? Payment processed? Collect Card on File No upfront charge Yes No Charge upfront Greater than $0 Yes Yes Charge upfront Configured as $0 No No Charge upfront + coupon Reduced to $0 No No….
- What this covers: The customer provides their card details during booking. The card is securely saved for future use. The customer is not charged during the booking. No payment transaction is created during the booking.
- Controls: Collect Card on File, Calendar payment setup, Final amount, Yes, No, Charge upfront, Charge upfront + coupon, Yes, final discounted amount
- Next: Calendar payment setup Final amount Card collected? Payment processed? Collect Card on File No upfront charge Yes No Charge upfront Greater than $0 Yes Yes Charge upfront Configured as $0 No No Charge upfront + coupon Reduced to $0 No No Charge upfront + coupon Greater than $0 Yes Yes, final discounted amount

Full procedure:

1. The customer provides their card details during booking.
2. The card is securely saved for future use.
3. The customer is not charged during the booking.
4. No payment transaction is created during the booking.

<table class="ql-table-embed-table"><colgroup><col width="124"><col width="124"><col width="124"><col width="124"></colgroup><tbody><tr><td class="ql-container ql-bubble fr-cell-fixed " colspan="1" rowspan="1" style="vertical-align: middle; text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block" dir="ltr"><strong dir="ltr">Calendar payment setup</strong></div></div></td><td class="ql-container ql-bubble " colspan="1" rowspan="1" style="vertical-align: middle; text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block" dir="ltr"><strong dir="ltr">Final amount</strong></div></div></td><td class="ql-container ql-bubble " colspan="1" rowspan="1" style="vertical-align: middle; text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block" dir="ltr"><strong dir="ltr">Card collected?</strong></div></div></td><td class="ql-container ql-bubble fr-cell-handler " colspan="1" rowspan="1" style="vertical-align: middle; text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block" dir="ltr"><strong dir="ltr">Payment processed?</strong></div></div></td></tr><tr><td class="ql-container ql-bubble" colspan="1" rowspan="1" style="text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block"><strong dir="ltr">Collect Card on File</strong></div></div></td><td class="ql-container ql-bubble" colspan="1" rowspan="1" style="text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block" dir="ltr">No upfront charge&nbsp;</div></div></td><td class="ql-container ql-bubble" colspan="1" rowspan="1" style="text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block"><strong>Yes</strong>&nbsp;</div></div></td><td class="ql-container ql-bubble" colspan="1" rowspan="1" style="text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block"><strong dir="ltr">No</strong></div></div></td></tr><tr><td class="ql-container ql-bubble" colspan="1" rowspan="1" style="text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block"><strong>Charge upfront</strong>&nbsp;</div></div></td><td class="ql-container ql-bubble" colspan="1" rowspan="1" style="text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block" dir="ltr">Greater than $0&nbsp;</div></div></td><td class="ql-container ql-bubble" colspan="1" rowspan="1" style="text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block"><strong>Yes</strong>&nbsp;</div></div></td><td class="ql-container ql-bubble" colspan="1" rowspan="1" style="text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block"><strong>Yes</strong>&nbsp;</div></div></td></tr><tr><td class="ql-container ql-bubble" colspan="1" rowspan="1" style="text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block"><strong>Charge upfront</strong>&nbsp;</div></div></td><td class="ql-container ql-bubble" colspan="1" rowspan="1" style="text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block" dir="ltr">Configured as $0</div></div></td><td class="ql-container ql-bubble" colspan="1" rowspan="1" style="text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block"><strong>No</strong>&nbsp;</div></div></td><td class="ql-container ql-bubble" colspan="1" rowspan="1" style="text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block"><strong>No</strong>&nbsp;</div></div></td></tr><tr><td class="ql-container ql-bubble" colspan="1" rowspan="1" style="text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block"><strong>Charge upfront + coupon</strong>&nbsp;</div></div></td><td class="ql-container ql-bubble" colspan="1" rowspan="1" style="text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block" dir="ltr">Reduced to $0&nbsp;</div></div></td><td class="ql-container ql-bubble" colspan="1" rowspan="1" style="text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block"><strong dir="ltr">No</strong></div></div></td><td class="ql-container ql-bubble" colspan="1" rowspan="1" style="text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block"><strong dir="ltr">No</strong></div></div></td></tr><tr><td class="ql-container ql-bubble" colspan="1" rowspan="1" style="text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block"><strong dir="ltr">Charge upfront + coupon</strong></div></div></td><td class="ql-container ql-bubble" colspan="1" rowspan="1" style="text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block" dir="ltr">Greater than $0</div></div></td><td class="ql-container ql-bubble" colspan="1" rowspan="1" style="text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block"><strong dir="ltr">Yes</strong></div></div></td><td class="ql-container ql-bubble" colspan="1" rowspan="1" style="text-align: center"><div class="ql-editor ql-cls-checklist ql-reduce-empty-line-height ql-table-embed-cell"><div class="ql-block"><strong>Yes, final discounted amount</strong>&nbsp;</div></div></td></tr></tbody></table>

### **Available payment providers and how to add them**

1\. Payments in calendars are supported through six payment gateways, namely **Stripe, NMI,** [**Authorize.net**](https://www.authorize.net/), **Razorpay, Square and PayPal.**

**Please Note:** You can use these payment methods to collect payments for all calendar types. However, Razorpay, NMI and Square are currently not supported for the Classic Widget and Service menu.

![Available payment providers and how to add them (image 2 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033519978/original/63VZ1CmzvapFjUo7DsuLNJTUgpiRzwUDHg.png)

**Available payment providers and how to add them (image 2 of 6)**

This screenshot appears in the "Available payment providers and how to add them" section of "Collecting Payments in Calendars". The text alongside this image reads: Please Note: You can use these payment methods to collect payments for all calendar types. However, Razorpay, NMI and Square are currently not supported for the Classic Widget and Service menu. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: 2. Add the payment gateways first from your sub-account by going to the Payments Tab > Integrations.
- What this covers: Please Note: You can use these payment methods to collect payments for all calendar types. However, Razorpay, NMI and Square are currently not supported for the Classic Widget and Service menu.
- Fields: Amount (with currency), Description, Payment mode (Test or Live)
- Controls: Stripe, NMI,, Authorize.net, Razorpay, Square and PayPal., Payments Tab, Integrations, Please Note, DEFAULT PAYMENT GATEWAY, Amount, Description, Payment mode, REMEMBER!
- Next: 2. Add the payment gateways first from your sub-account by going to the Payments Tab > Integrations

Full procedure:

1. Amount (with currency)
2. Description
3. Payment mode (Test or Live)

[](https://www.authorize.net/)2\. Add the payment gateways first from your sub-account by going to the **Payments Tab** > **Integrations**

**Please Note**:

If you connect multiple gateways, you would see a dropdown to select your default payment gateway. Only the **DEFAULT PAYMENT GATEWAY** will be used to collect payments. So if you chose Stripe then it will only collect payments through Stripe.

3\. Now, go to Calendar Settings. 

![Available payment providers and how to add them (image 3 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033521080/original/uFxtBz_v_b80OCe3k7My8k0RuceLbq9QBQ.png)

**Available payment providers and how to add them (image 3 of 6)**

This screenshot appears in the "Available payment providers and how to add them" section of "Collecting Payments in Calendars". The text alongside this image reads: 3. Now, go to Calendar Settings. For context, this section explains: 1. Payments in calendars are supported through six payment gateways, namely Stripe, NMI, Authorize.net, Razorpay, Square and PayPal. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: 3. Edit (by clicking on the three dots) an existing calendar or Create a New Calendar (Advanced Settings). Under Forms & Payments you will see a toggle to "Accept Payments".
- What this covers: 3. Now, go to Calendar Settings.
- Fields: Amount (with currency), Description, Payment mode (Test or Live)
- Controls: Stripe, NMI,, Authorize.net, Razorpay, Square and PayPal., Payments Tab, Integrations, Please Note, DEFAULT PAYMENT GATEWAY, Amount, Description, Payment mode, REMEMBER!
- Next: 3. Edit (by clicking on the three dots) an existing calendar or Create a New Calendar (Advanced Settings). Under Forms & Payments you will see a toggle to "Accept Payments".

Full procedure:

1. Amount (with currency)
2. Description
3. Payment mode (Test or Live)

3\. Edit (by clicking on the three dots) an existing calendar or Create a New Calendar (Advanced Settings). Under Forms & Payments you will see a toggle to "Accept Payments". 

![Available payment providers and how to add them (image 4 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033521192/original/sqik4r-JwEgnavpFvMgALB5OJEcFd6CMGg.png)

**Available payment providers and how to add them (image 4 of 6)**

This screenshot appears in the "Available payment providers and how to add them" section of "Collecting Payments in Calendars". The text alongside this image reads: 3. Edit (by clicking on the three dots) an existing calendar or Create a New Calendar (Advanced Settings). Under Forms & Payments you will see a toggle to "Accept Payments". This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Once enabled, these new form fields would appear.
- What to choose: 3. Edit (by clicking on the three dots) an existing calendar or Create a New Calendar (Advanced Settings). Under Forms & Payments you will see a toggle to "Accept Payments".
- Fields: Amount (with currency), Description, Payment mode (Test or Live)
- Controls: Stripe, NMI,, Authorize.net, Razorpay, Square and PayPal., Payments Tab, Integrations, Please Note, DEFAULT PAYMENT GATEWAY, Amount, Description, Payment mode, REMEMBER!
- Next: Once enabled, these new form fields would appear:

Full procedure:

1. Amount (with currency)
2. Description
3. Payment mode (Test or Live)

Once enabled, these new form fields would appear:

1.  **Amount** (with currency)
2.  **Description**
3.  **Payment mode** (Test or Live)

**Note:**  When the “Test or Live” toggle is enabled (switched to the right), the calendar operates in Live Mode. If it is disabled (switched to the left), it remains in Test Mode.

![Available payment providers and how to add them (image 5 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155045843011/original/VTDRnW10BGxy0xY9xAdwogayFefOWFSJsQ.jpeg)

**Available payment providers and how to add them (image 5 of 6)**

This screenshot appears in the "Available payment providers and how to add them" section of "Collecting Payments in Calendars". The text alongside this image reads: Amount (with currency) Description Payment mode (Test or Live). This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Please Note: Partial payments do not work with recurring calendars.
- What this covers: Amount (with currency) Description Payment mode (Test or Live)
- Fields: Amount (with currency), Description, Payment mode (Test or Live)
- Controls: Stripe, NMI,, Authorize.net, Razorpay, Square and PayPal., Payments Tab, Integrations, Please Note, DEFAULT PAYMENT GATEWAY, Amount, Description, Payment mode, REMEMBER!
- Next: Please Note: Partial payments do not work with recurring calendars.

Full procedure:

1. Amount (with currency)
2. Description
3. Payment mode (Test or Live)

**Please Note**: Partial payments do not work with recurring calendars.

**REMEMBER!** If you don't see the Payment Options like on the screenshot below, it's because you haven't integrated a payment gateway yet. Review the steps above to activate Payment Options for Calendars.

![Available payment providers and how to add them (image 6 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155006648060/original/I2_PFrdBEYb75fJtOwaUD6WR8wMsmpd7vA.png)

**Available payment providers and how to add them (image 6 of 6)**

This screenshot appears in the "Available payment providers and how to add them" section of "Collecting Payments in Calendars". The text alongside this image reads: REMEMBER! If you don't see the Payment Options like on the screenshot below, it's because you haven't integrated a payment gateway yet. Review the steps above to activate Payment Options for Calendars. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: To connect to Square, follow the below steps.
- What this covers: REMEMBER! If you don't see the Payment Options like on the screenshot below, it's because you haven't integrated a payment gateway yet. Review the steps above to activate Payment Options for Calendars.
- Fields: Amount (with currency), Description, Payment mode (Test or Live)
- Controls: Stripe, NMI,, Authorize.net, Razorpay, Square and PayPal., Payments Tab, Integrations, Please Note, DEFAULT PAYMENT GATEWAY, Amount, Description, Payment mode, REMEMBER!
- Next: To connect to Square, follow the below steps:

Full procedure:

1. Amount (with currency)
2. Description
3. Payment mode (Test or Live)

### **How to integrate Payment Providers?**

**Square:**

To connect to Square, follow the below steps:

-   Login to you square account - [https://app.squareup.com/login](https://app.squareup.com/login) and stay signed in as a square user.
-   Then go to GHL Customer Care, Payments Module > Integraand click on the Connect button for Square Live Mode. It will automatically pick the signed in account and connect it to GHL Customer Care!

**Razorpay - [Help Doc](https://docs.ghlcustomercare.com/docs/payments/payment-integrations-methods-and-settings/how-to-integrate-razorpay-within-the-crm)**

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com