Granting permissions to ScheduleOnce (collecting payments from Customers)

Note

This article only applies if you use our PayPal integration to collect payments from your Customers. If you have any questions on how we bill you as a OnceHub Customer, go to the Account billing article.

To connect the ScheduleOnce User app to your PayPal account, you must connect to PayPal and grant permissions to ScheduleOnce to run specific transactions via the PayPal API. ScheduleOnce communicates with the PayPal API to charge Customers for bookings, issue refunds via ScheduleOnce, and capture transactions in ScheduleOnce invoicing and Revenue reports.

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 about granting permissions to ScheduleOnce in your PayPal account.

Requirements

To grant permissions to ScheduleOnce, you will need:

  • A PayPal Administrator
  • A OnceHub Administrator

Granting permissions to ScheduleOnce

  1. Go to Setup and open the left sidebar.
  2. Select Integrations -> Payment integration.
  3. Click the Get started button. The Connect to PayPal wizard pop-up appears (Figure 1).
    Figure 1: Accept Terms
  4. Once you accept the ScheduleOnce terms, click Connect to PayPal button on the Connect to PayPal step (Figure 2).
    You will be redirected to the PayPal sign-in page where you'll be required to enter your credentials.

    Note If 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.

    Figure 2: Connect to PayPal

  5. Sign in to your PayPal account using your PayPal credentials or create a new account. Once signed in, PayPal will automatically display a pop-up window including the list of permissions ScheduleOnce needs to be granted (Figure 3). Figure 3: Granting permissions
  6. In your PayPal account, click the Grant permissions button.
    Once permissions are granted, ScheduleOnce will receive a token from PayPal Permissions Service to run Express Checkout API calls on your behalf.
  7. Next, PayPal will automatically take you through the In-Context Sign-Up flow. This allows ScheduleOnce to use the In-Context API to determine whether your PayPal account can receive payments.
    ScheduleOnce will only charge Customers for bookings if your PayPal account can accept payments. Otherwise, Customers won't be able to make bookings when Payment integration is used. Learn more about troubleshooting Payment integration issues
  8. At the end of the In-Context sign up flow in PayPal, click the PayPal return button to return to ScheduleOnce.
Was this article helpful?
Thank you for your feedback!