How to Configure Payment Options for Appointment Types

Learn how to configure payment options for appointment types so customers can pay using different methods when booking. You can enable free appointments, paid appointments, punch card credits, or subscription access.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to manage schedules (typically organization owners and admins have this permission)
• An appointment type to configure
• Stripe connected (for paid appointments)
• Punch card products created (if using punch cards)
• Subscription products created (if using subscriptions)

Steps

Step 1: Navigate to Appointment Types

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, click Calendar in the left sidebar
3. Click Manage (or go to https://app.joinzipper.com/dashboard/calendar/manage)
4. Click the Appointment types tab
5. You'll see your appointment types

Step 2: Select Appointment Type

1. Find the appointment type you want to configure
2. Click on the appointment type to open it
3. Or click Edit next to the appointment type

What happens next: The appointment type edit form will open.

Step 3: Find Payment Section

1. In the appointment type edit form, find the Payment section
2. This section contains:
   • Payment option toggles
   • Price settings
   • Punch card options
   • Subscription options

Note: Payment options are typically in a dedicated Payment section.

Step 4: Enable Payment Options

1. Enable the payment options you want:

   Free:

   • Toggle Free option to On
   • No payment required
   • Customers can book without paying

   Paid:

   • Toggle Paid option to On
   • Set a Price for credit card payment
   • Customers pay via Stripe when booking
   • Requires Stripe to be connected

   Punch Card:

   • Toggle Punch Card option to On
   • Select which punch card products can be used
   • Customers can use credits instead of paying
   • Requires punch card products to be created

   Subscription:

   • Toggle Subscription option to On
   • Grant access to subscription holders
   • Customers with active subscriptions can book
   • Requires subscription products to be created

2. You can enable multiple options:

   • Enable Free + Paid (customers choose)
   • Enable Paid + Punch Card (customers choose)
   • Enable all options for maximum flexibility

Note: Enabling multiple options gives customers flexibility in how they pay.

Step 5: Configure Payment Details

If Paid is enabled:

1. Set the price:
   • Enter the amount customers will pay
   • Example: $50, $75, $100
   • Minimum price is typically $1.00

If Punch Card is enabled:

1. Select punch card products:
   • Choose which punch card products can be used
   • Customers can use credits from these products
   • Select multiple products if needed

If Subscription is enabled:

1. Subscription access is automatic:
   • Customers with active subscriptions can book
   • No additional configuration needed
   • Works with all subscription products

Step 6: Save Changes

1. Review your payment configuration:
   • Correct payment options are enabled
   • Price is set (if paid)
   • Punch card products are selected (if using punch cards)
2. Click Save
   • Payment options will be saved
   • You'll see a confirmation
3. Payment configuration will take effect immediately

What happens next: Payment options will be configured and:

• Customers see all enabled payment options when booking
• Payment is processed based on customer's choice
• Free appointments don't require payment
• Paid appointments charge via Stripe
• Punch card credits are deducted when used
• Subscription holders can book automatically

Tips

• Enable multiple payment options for customer flexibility
• Set appropriate prices for paid appointments
• Configure punch cards for customers who prefer prepaid credits
• Use subscriptions for recurring access
• Test payment flows after configuration

Troubleshooting

Problem: I don't see payment options Solution: Check that:

• You're editing the appointment type (not just viewing)
• Payment section exists in the form
• You have permission to manage schedules

Solution: Make sure you're editing the appointment type. Contact your organization owner if you need access.

Problem: Paid option requires Stripe Solution: Paid appointments require Stripe to be connected. To fix:

• Go to Organization Management → Integrations → Stripe
• Complete Stripe connection
• Return to configure payment options

Problem: I can't select punch card products Solution: Check that:

• Punch card products exist in your organization
• Products are active and available
• Punch card option is enabled

Solution: Create punch card products first, then configure appointment type to use them.

Problem: Customers don't see payment options Solution: Check that:

• Payment options are enabled and saved
• Appointment type is assigned to a provider's schedule
• Provider has availability set up

Solution: Verify payment options are saved and appointment type is properly configured.