Testing the ScheduleOnce connector for PayPal (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.

The ScheduleOnce connector for PayPal allows you to collect payments as an integral part of your booking process. To set up the connector, all you need to do is connect your PayPal account and configure payment settings. Once that's done, ScheduleOnce takes care of all payment activities for you in an automated and secure manner.

In this article, you'll learn how to test transactions before introducing payment integration to your Customers.

Requirements

To test the ScheduleOnce connector for PayPal, you must:

Configuring Payment integration

  1. Go to Setup, open the left side bar, and select Integrations -> Payment integration.
  2. In the Payment settings, enable the manual and automatic processing of refunds option for your ScheduleOnce app.
  3. Go back to Setup, create a test Booking page and an Event type. Associate the Event type with the Booking page.
  4. On the Event type, edit the Payment and cancel/reschedule policy section.
  5. In the Payment and pricing step, select the Display a price and collect payment via ScheduleOnce option and set the price to 1.00 USD. Note that you can use any currency that your PayPal account accepts.
  6. In the Cancellation policy setting, select the option for your policy and set a refund amount. For example, the refund amount can be 50% of the Event type price.
    • Anytime: This means that Customers can cancel right before the scheduled meeting time. This can be in a matter of minutes.
    • Up until a certain time before the meeting: In this case, you can select how long before the scheduled meeting time the Customer can cancel. Values range from 15 minutes to 14 days.
  7. In the Reschedule policy setting, select the option for your policy and set a reschedule fee. For example, the reschedule fee can be 10% of the Event type price.
    • Anytime: This means that Customers can reschedule right before the scheduled meeting time. This can be in a matter of minutes.
    • Up until a certain time before the meeting: In this case, you can select how long before the scheduled meeting time the Customer can reschedule. Values range from 15 minutes to 14 days.
  8. Save the Payment and cancel/reschedule settings.

Make a test booking and accept payment via ScheduleOnce

  1. Go to Setup, open your test Booking page's action menu (), select Open Public link and make a test booking.
  2. For testing purposes, pay for the service with a credit card that is not used in your PayPal account. This will allow you to see the card transactions in your PayPal account.
  3. Go to the Activity stream in your ScheduleOnce account and check the activity created. The Payment details tab includes the paid transaction. In addition, you can also check your PayPal account to view the paid transaction.

Reschedule a test booking and accept payment via ScheduleOnce

  1. From the test email account, open the scheduled email notifications and click the Cancel/reschedule link.
  2. On the Cancel/reschedule page, check the Reschedule policy description and click Reschedule.
  3. Reschedule the booking and use the same credit/debit card you used previously to pay for the reschedule fee.
  4. Go to the Activity stream in ScheduleOnce, check the activity that is rescheduled. The Payment details tab includes the rescheduled fee transaction. In addition, you can also check your PayPal account to view the paid transaction.

Cancel a test booking and issue automatic refund

  1. From the test email account, open the scheduled email notifications and click the Cancel/reschedule link.
  2. On the Cancel/reschedule page, check the Cancellation policy description and click Cancel the booking.
  3. Go to the Activity stream in ScheduleOnce, check the activity that is canceled. The Payment details tab includes the refund transaction. In addition, you can also check your PayPal account to view the refund transaction.

Congratulations! You're done. Now you can refine your settings and make payment integration available to your Customers.

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