Configuring Payments and Payment Systems in Amelia Booking Plugin

Payment settings allow you to set the price format and payments gateway you want to use. The selected format you choose will be used for all prices on the front-end and back-end of the plugin.

If you don’t want to use price and payment settings and you don’t want to show them on the front pages, just put 0 as a price for a service and the extras. By doing so, your price and payment methods will be automatically hidden.

Currency

With this option you can set the currency that will be used for all prices.

Price Symbol Position

There are four options for the currency symbol position. You can set it to be:

  1. Before the value
  2. Before the value, separated with space
  3. After the value
  4. After the value, separated with space

Price Separator

With the “Price Separator” option you can configure the separator format – decide which symbol to use for separating thousands, and which for separating the integer part from the fractional part (decimal separator). For the thousand separator, possible symbols are a comma, dot, and space. For the decimal separator, possible symbols are comma and dot.

Price Number Of Decimals

Allows you to set the number of digits after the decimal separator.

Coupons

When the “Coupons” option is enabled, the “Coupons” tab will be visible on the “Finance” page, and it will be possible to create discount coupons that can be applied to Appointments or edit the existing coupons. When scheduling appointments, customers will be able to enter a discount coupon code to get a discount.

Default Payment Method

This option allows you to set the default payment method that will be displayed for customers if you are using more than one payment method in your plugin. So, if for example, you use all three payment options, you can choose PayPal to be the default one.

On-site

If you allow the on-site payment method, your customers will be able to pay for booked appointments in cash when they come to the appointment. If all other payment methods are disabled, this method will be enabled by default.

PayPal

This option allows customers to pay appointments directly with PayPal (debit/credit card or PayPal balance). First, you need to enable the “PayPal service”, after that you can choose if you would like to use PayPal in sandbox mode or not. PayPal “Sandbox Mode” is a testing environment that mimics the live PayPal production environment and should only be used for testing purpose.

To set your PayPal Sandbox setting simply follow the next steps:

  1. Go to https://developer.paypal.com/developer/accountStatus/,
  2. On the left in the “Dashboard” menu click on “My Apps & Credentials”,
  3. In the “REST API apps” section you need to create a new App (or use the existing one),
  4. You must then copy data from the fields “Client ID” and “Secret” into Sandbox PayPal Payment Settings on the Settings page of the plugin.

5. On the left in the “Sandbox” menu click on “Accounts”,
6. From the “Sandbox Accounts” section you can use emails and passwords from sandbox developer accounts (BUSINESS and PERSONAL) on this link for testing after paying with PayPal in the Amelia plugin.

Once you enable PayPal as a payment method you will notice at end of the modal new option “Set MetaData and Description”. For PayPal you can only set description for the payment. You can set different description for appointments and for events and that description will be shown on the PayPal side so you can know all details about customer that made appointment. To set description you can use placeholders from the email notifications so plugin can send different customer’s data each time. You can of course add placeholders for appointment details as well.

Stripe

To enable the Stripe Payment method, enable the “Stripe Service” option, after which you can enable the “Test Mode” to run tests with Stripe. When you enable “Test Mode” you need to add “Test Publishable Key” and “Test Secret Key”. To use live transactions, you should leave “Test Mode” disabled, and enter the “Live Publishable Key” and “Live Secret Key” that are located on your Stripe dashboard.

However, you will be required to have an SSL certificate in place for PCI compliance if you want to have payments processed on your site.

Please note: Stripe Live requires minimum of 50 cents so the payment could work, so if you set less than 50 cents for some service the Stripe Live payment will not work.

Once you enable Stripe as a payment method you will notice at end of the modal that option “Set MetaData and Description” has changed. For Stripe you can only set both MetaData and description for the payment. You can set several MetaDatas as showed in the example below and you can add different description for appointments and for events. Same as for the PayPal for both MetaData and Description you can use placeholders from the email notifications so plugin can send different customer’s and appointment’s data each time.

If you choose to enable WooCommerce as a payment method you will see that other payment methods will automatically become disabled (since WooCommerce supports them all and cannot be used together) and a place for adding WooCommerce description will be shown. Description can be added for both events and appointments separately and you can even add it in a form of a combination of HTML code and our email placeholders, like showed below.

Please note: Placeholders made for adding Zoom links and cancelation links from the email notifications cannot be added in these MetaData fields and descriptions.

Setting up different payment methods for each service

From version 2.3.1 you can also set different payment methods for each service. If, for example, you have one service for which you want your customers to pay on-site and another one that requires payment during the booking process, you can set this now. In order to see the options first you need to enable all payment methods that you want to use in Payment Settings on the Settings page. After you’ve done this, go to the Services page, open service and you will see the Settings tab. Enable the payment method that you want to have for that service and click Save. 

Please note: If you disable all payment methods for one service, that service will have the default payment method set in Payment Settings on the Settings page.

Schedule your meetingStart by speaking with an IdeaKit Specialist

 

How would you like to be contacted.

 

PHONE CALL

 

ZOOM VIDEO CALL