How to setup payments

You can enable payment gateways at checkout by choosing the ‘Confirmation upon payment’ mode via Appointments > Settings > Confirmation mode.

Specific payment methods can be enabled via Appointments > Settings > Payments.

To enable and configure a preferable payment gateway, click on the ‘Manage’ button next to it.

Test payment. This is a plain sandbox that allows you to test email notifications and the booking process.

Pay on arrival . This method allows you to provide clients with instructions on how they can pay after arrival. Their bookings are added with the status ‘Confirmed’ automatically. Once they arrive, they can pay with cash or card; you need to open the needed booking and click ‘Add payment manually’ to record it.

Direct bank transfer. This payment method allows you to provide clients with instructions on how to pay for their appointment via a wire bank transfer. Their bookings are added with the status ‘Confirmed’ automatically. Once they transferred you the money, you need to open the needed booking and click ‘Add payment manually’ to record the payment.

Stripe, PayPal and other methods. For the online payment processing services, you need to add your tokens and configure the settings. For each of them, you can also enable a sandbox to test how the payments are processed. It’s really easy to do that by creating test sandbox accounts that will generate sample details for processing payments.

Note restrictions for Stripe-powered methods:

  • Bancontact, iDEAL, Giropay, SEPA Direct Debit and SOFORT have the EUR currency requirement.
  • The SOFORT payment method is only available in the following countries: Austria, Belgium, Germany, Spain, Italy and Netherlands.

Also, you can accept card payments via PayPal as well as allow clients to pay by logging in to their accounts.
General settings

In this menu, you can choose which of the enabled payment methods will be pre-selected at checkout and the period of time in minutes required to complete the payment.

How to create services

Add services you offer via Services → Add new. You can add unlimited services.

Service settings

The services are actual bookable slots – those can be anything from the beauty salon services to online classes.

You can add a service description and a featured image if you want to feature your services on dedicated pages. You can also add a service category to simplify and speed up the service search for your clients.

For each service, you can apply the following settings:

  • Service price (the currency sign will depend on the one you set via Settings at the beginning).
  • Custom service duration – these are bookable slots (the time slot depends on the minimum time step you set in Settings at the beginning).
  • Optional buffer times before and after the service – extra time added to the service duration – when you need to get prepared for the next booking or perform some extra actions after the booking; it applies to a particular employee and service (it’s invisible to your clients).
  • The ‘time before booking’ option allows you to set a minimum period of time required between the booking and the actual appointment (up to 31 days).
  • Assign eligible employees who can perform this service. You can also add a service capacity
  • Minimum capacity: a minimum number of people the set service price covers (even when this parameter is set to two or more, an appointment is still eligible for one person).
  • Maximum capacity: a maximum number of people eligible for one service appointment.
  • Allow additional guests: it’s required if you want to allow customers to add extra guests (e.g. capacity 2-7 means a person can take 5 more people).
  • Multiply price: enable this option if you want the base service price to be multiplied by the number of people for one appointment. However, if, for instance, a minimum capacity is two the Allow Additional Guests option is disabled, the service price will be still multiplied by two.

Add a booking form to your site

To add a booking form to your site, go to Shortcodes → Add New → Appointment form.

This visual shortcode generator allows you to customize the look of your appointment booking form:

  • Tick form fields that must be displayed and optionally add the form title:

This is useful when you don’t want customers to choose fields, for example, you can hide an employee field:

  • Rename default field labels
  • Set default values
  • Optionally add CSS or custom HTML

You can also customize the form timepicker layout: the number of columns and whether to show the start and end time of the appointment or just the start time:

Once all the needed changes are applied, save them and the shortcode will be automatically generated.

Now you can paste this shortcode to any page using the default Shortcode block for the block editor or any other shortcode-specific widget.

You can also add the booking widget and other plugin-generated content using the Elementor page builders. For example, let’s take a look at the Elementor widgets generated by the Appointment Booking plugin:

Each of these widgets comes with its own set of settings. For example, in the Appointment form widget below, you can show, hide or rename the needed booking wizard fields: