Connecting ScheduleOnce to PayPal

The ScheduleOnce connector for PayPal allows you to collect payments and issue refunds as an integral part of your booking process. This allows you to automatically refund customers when they are canceling, or charge them a reschedule fee when they are rescheduling. You only need to connect your PayPal account, configure your Payment settings, and ScheduleOnce takes care of all payment activities in an automated and secure manner. Connecting ScheduleOnce to your PayPal account is a three-step process: Accept Terms, Connect to Paypal, and Allow automatic billing.

Note You can reduce administrative overheads and align invoices with your branding requirements by customizing the invoice sent to Customers when payment is collected or refunds are processed via ScheduleOnce. Learn more about customizing the Invoice settings

In this article, you will learn how to connect ScheduleOnce to your PayPal account.

Requirements

To connect to PayPal, you will need:

  • A OnceHub Administrator
  • A PayPal Administrator for your account

Note that the ScheduleOnce connector for PayPal is compatible with any PayPal account. If you don't have a PayPal account, create one now. It's fast and easy.

Connect to PayPal

To connect to PayPal:

1. Open your ScheduleOnce app which you have Administrator rights to.

2. Go to Setup and open the left sidebar.

3. Select Integrations -> Payment integration.

4. Click the Get started button (see Figure 1).

Figure 1: PayPal integration 5. The Connect to PayPal wizard pop-up appears. Read the terms and click the Accept and continue button. (See Figure 2)

OnceHub will charge a 1% transaction fee for payments made via ScheduleOnce.

Figure 2: Accept terms

6. In the Connect to PayPal step, click the Connect to PayPal button. Note that if you do not have a PayPal account, you will be prompted to create one - it takes only a couple of minutes. (See Figure 3)

This will allow ScheduleOnce to access your PayPal account via the PayPal API. Learn more about granting permissions to ScheduleOnce      

Figure 3: Connect to PayPal

NoteIf you do not have a PayPal account, you will be prompted to create one. If you have a PayPal Personal account or a Premier account, PayPal will automatically upgrade your account to a free PayPal Business account as part of the connection process.

7. After connecting to your PayPal account and granting permissions to ScheduleOnce, you are automatically redirected to your ScheduleOnce account to allow automatic billing. (See Figure 4)

Automatic billing authorizes ScheduleOnce to charge a 1% transaction fee for each payment made via ScheduleOnce, in addition to the fees charged by PayPal.

Note To connect ScheduleOnce to your PayPal, you must use the same PayPal account when granting permissions to ScheduleOnce and when allowing automatic billing.

Figure 4: Allow automatic billing

8. Once you allow automatic billing, your connected PayPal account will display a confirmation message informing you that you have agreed to allow ScheduleOnce to charge your account for future received payments, using the funding sources in your PayPal account (See Figure 5).

Figure 5: Confirmation message Congratulations! Your ScheduleOnce User app is now connected to your PayPal account. Next you can customize the payment settings for your account.

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