Accepting payments when clients book events through the Scheduling feature is easy with Bonsai. This functionality is particularly beneficial for consultation calls or coaching sessions, allowing you to collect payments in advance.

In this article, we’ll provide a quick guide on setting up payments for Scheduling and address some frequently asked questions.

To get started, select Client Management > Scheduling within the navigation bar. If you're creating a new event type, click on the 'New Event Type' button. If an existing event is being edited, select the additional options beside the event type and choose 'Edit Event Type'.

Within Step 1: Details, enable the option to 'Require payment book the event' by checking the box.

The Amount ($) and Tax (%) fields will appear, where you can define the price of your Event, and optionally the tax rate. Finalize your updates by saving your changes or creating your new event type.

That's it — your clients are now able to pay to book an event!

Here's how the payment field will display for your clients:

At this time, a credit or debit card is required to make payments using this feature.

The fees are the same as the standard payment processing fees that apply for Bonsai Payments and Stripe Payments. More information on processing fees can be found in this article here.

Please note that transaction fees are paid by the Bonsai user.

For every event that is paid, an invoice will automatically be generated in the Invoices section.

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, a manual refund on the invoice will need to be completed.

To refund a Scheduling payment, simply head over to the associated invoice on the Invoices page, click on the additional options and then hit 'Refund Payment'.

To learn more about issuing refunds, take a look at our resource here.