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Collect payment on bookings
A scheduler can require payment before a booking is confirmed. The setting lives in the scheduler's Billing section as a checkbox labelled Collect payment, and the amount is set per duration, so one scheduler can mix free and paid options.
Where the setting lives
Open any scheduler and scroll to the Billing section in the scheduler settings. It sits below the Durations, Buffers, and Limits sections.
Billing contains two checkboxes:
- Collect payment, which requires a payment before a booking is confirmed when the selected duration has a cost.
- Send receipt, which lets you pick a receipt template to use when a booking is paid.
Setting a cost per duration
The cost for a booking is stored on the duration, not on the scheduler as a whole. In the Durations section, each duration has two fields: Duration (the length of the meeting) and Cost (the amount charged for that length).
Because each duration has its own cost, a single scheduler can offer, for example, a free 15-minute discovery call alongside a paid 60-minute session. A duration with a cost of 0 does not trigger the payment step, even when Collect payment is on.
Duration lengths are picked from a fixed set of options (5, 10, 15, 20, 30, 40, 45, 50, 60, 90, 120, 150, 180, 210, 240, 270, and 300 minutes). The currency is set at the scheduler level, once Collect payment is enabled.
Turning Collect payment on
When Collect payment is switched on, two additional fields appear in the Billing section:
- Currency, the currency used for all durations on this scheduler.
- Payment options, the processors clients can pay through, drawn from the ones you have connected to your workspace: Stripe, PayPal, or Square.
Any processor that is not connected to the workspace does not appear as a payment option on the scheduler.
What the client sees
On a scheduler with Collect payment on, the booking flow adds a payment step after the time slot is chosen. The client sees a message along the lines of "A payment of {amount} is required to complete this booking," followed by a Pay and complete booking button. The booking is only confirmed once the payment succeeds, so unpaid or abandoned bookings do not land on your calendar.
Send receipt and receipt template
The Send receipt checkbox sits directly under Collect payment. When it is turned on, a Receipt template picker appears, so you can choose which template is used for receipts generated from bookings on this scheduler. If no template is selected here, the workspace's default receipt template is used.
Every paid booking creates a receipt record in the workspace that can be viewed, downloaded, or sent from the Receipts page. When Send receipt is turned on, Plutio can email the receipt automatically after the booking payment clears. When it is off, the receipt is still stored and can be sent manually if the client asks.
