Do you want to accept payments when your clients book an event via the Scheduling feature? This makes a lot of sense for consultation calls or coaching sessions, and this is now possible via Bonsai!
This article will provide a quick tutorial about payment for Scheduling, as well as answer some common questions.
How to set up payment in an Event?
Head over to the Scheduling section, then create a new event or edit an existing event.
Check the box "Require payment book the event". Note: If you haven't set up online payments yet (Bonsai Payments or Stripe Payments), you will be prompted to do so.
Define the price of your Event, and optionally the tax rate.
Create your event if it's a new one, or save the changes, and that's it — your clients are now able to pay in order to book an event:
Which payment methods are accepted?
For now, only credit/debit cards are accepted.
What are the associated fees?
The fees are the same as the standard payment processing fees that apply for Bonsai Payments and Stripe Payments.
You are paying the transaction fees — this might evolve in the future, with an option to pass on the transaction fees to your clients.
Will I receive an invoice?
Yes, for every event that is paid, an invoice will automatically be generated in the Invoices section.
How do cancellations work?
If your client cancels an event, there is no automatic refund. You are responsible for deciding whether you want to refund them or not.
If you want to refund your client, simply head over to the associated invoice in the Invoices section, then click on "More Options" and then hit "Refund Payment".