Payments & checkout

How do I connect Stripe so I can take card payments?

How do I connect Stripe so I can take card payments? Go to Settings › Payments and click Connect with Stripe. Finish Stripe's steps, and when you come back the status shows Connected with charges and payouts enabled. Happli uses Stripe for every card payment: online deposits at booking, and at the desk for deposits, checkout, tips, tax and no-show fees. Connect 1. Click Settings in the top bar, then Payments (under Money). 2. In the Stripe card, click Connect with Stripe. 3. Stripe opens. Sign in to your Stripe account or create one, and fill in your business and bank details. 4. When you finish, Stripe sends you back to Happli with "Stripe sent you back — your connection status is up to date below." 5. Check that Stripe account shows Connected, with charges enabled and payouts enabled. What each status means - Not connected: no Stripe account is linked yet. Click Connect with Stripe. - Pending: you started but didn't finish on Stripe. Click Continue on Stripe. - Action needed: Stripe needs more information before payments can start. Click Continue on Stripe and finish what it asks for. - Connected: you're ready. If Stripe still needs a little more before you can take cards, you'll see Finish Stripe setup. Click it. "Your Stripe link expired" If you took a break partway through, you may see "Your Stripe link expired before you finished. Connect again to pick up where you left off." Click the button again. You won't lose what you already entered. Getting paid Stripe pays out to the bank account you added in Stripe, on Stripe's schedule. Stripe's processing fees apply. You can see payouts and fees in your Stripe dashboard. Tips - Connecting alone charges nothing. Deposits and no-show fees only start once Stripe has enabled charges and you've turned them on. See How do deposits and no-show fees work? - On the same page, Payment types lists the ways clients pay in the studio, like cash or Venmo. Staff pick one when they click Mark paid. - Never share your Stripe login or account number in chat. We never need them. Related articles - How do I check out a client at the desk? - How do deposits and no-show fees work? - How do I refund a payment? Still stuck? Chat with us using the chat bubble in the corner.

How do I check out a client at the desk?

How do I check out a client at the desk? Open the appointment on the Calendar and click Check out. Take the balance by Card, or click Mark paid for cash and other payments. The visit is marked completed for you. Check out 1. On the Calendar, click the appointment. 2. Click Check out. It opens once the appointment has started. 3. You'll see the balance due. Any deposit already paid has been taken off. 4. If the client has a package, click Use package · 3 left (for example) next to the service. Paying with a gift card? Click Gift card and apply it. 5. Take the rest: - Card: Stripe's secure payment page opens. Enter the card, or hand the device to your client. - Mark paid (cash/other): for cash, a card terminal, Venmo and so on. If you have more than one payment type, pick it under Paid with first. 6. Once it's paid, the appointment shows Completed. Nothing left to pay? If a package or deposit covers everything, you'll see "No balance due". Click Complete. Tips and sales tax If you've set suggested tips or a sales tax rate in Settings › Gratuity & tax, Collect tip and Collect tax appear in the checkout. Each one opens Stripe's payment page separately, so they need Stripe connected. No Stripe yet? Without Stripe connected, the checkout shows only Mark paid: "Record payment taken in the studio (cash, card terminal, other)." See How do I connect Stripe so I can take card payments? Good to know - A walk-in without a client profile can't be checked out yet. If you want to record payment, book them with a client profile. - Started a card payment by mistake? Click Cancel open card payment, then use Mark paid. - Selling a package at the desk? Click Sell a package in the checkout. Related articles - How do I refund a payment? - How do deposits and no-show fees work? - How do I book, move or cancel an appointment? Still stuck? Chat with us using the chat bubble in the corner.

How do deposits and no-show fees work?

How do deposits and no-show fees work? Turn them on in Settings › Deposits & no-shows. Both are a percent of the booked total. Online clients pay the deposit on Stripe's page before the booking is made, and you collect the rest, or a no-show fee, from the appointment. You need Stripe connected first. See How do I connect Stripe so I can take card payments? Turn on deposits 1. Click Settings in the top bar, then Deposits & no-shows (under Money). 2. Under Deposits, turn on Require a deposit. 3. Enter the percent of the booked total, for example 25. 4. Under Require for, choose Online-booked, Staff-booked, or both. Changes save by themselves and apply to appointments booked after you save. What online clients see On the last step of your booking page, clients see how much is due now and tap Pay deposit & book. They pay on Stripe's secure page, and the booking is only made once the deposit goes through. If they back out, nothing is booked. Collect a deposit at the desk For a staff-booked appointment that needs one, open it on the Calendar. On the Deposit line, click Collect deposit and take payment on Stripe's page. Once it's paid, the appointment shows a Deposit paid tag. The deposit comes off the balance at Check out. Charge a no-show fee 1. In Settings › Deposits & no-shows, under No-shows, turn on Charge a no-show fee and enter the percent. 2. When a client doesn't turn up, open the appointment and choose More › No-show. 3. Click Collect no-show fee on the No-show fee line and take payment on Stripe's page. The no-show fee always uses your current settings. Good to know - Turning deposits off also stops you collecting deposits on existing appointments. - To give a deposit or no-show fee back, see How do I refund a payment? - Mention your deposit and no-show rules in your policies so clients know before they book. Related articles - How do I connect Stripe so I can take card payments? - How do I check out a client at the desk? - How do I refund a payment? Still stuck? Chat with us using the chat bubble in the corner.

How do I refund a payment?

How do I refund a payment? Open the appointment and click Refund next to the payment. You can refund a deposit, tip, sales tax or no-show fee this way. A card payment taken at Check out is refunded from your Stripe dashboard for now. Refund from the appointment 1. On the Calendar, click the appointment. 2. Find the line you want to refund: Deposit, Tip, Sales tax or No-show fee. A paid line shows Paid $25 (for example) with a Refund button. 3. Click Refund. 4. Confirm, for example "Refund $25 for this deposit?". The full amount of that payment goes back to the client's card. The line then shows it's been refunded. It can't be undone from Happli. Refund a checkout card payment A service payment taken with Card at Check out can't be refunded from the appointment yet. 1. Sign in to your Stripe dashboard. 2. Open Payments and find the charge by amount and date. 3. Click Refund and follow Stripe's steps. If Happli says "This payment has no Stripe reference — refund it from the Stripe dashboard," use these same steps. Cash and other payments Payments recorded with Mark paid (cash, Venmo, card terminal) never went through Happli, so give the money back the same way you took it. How long refunds take Stripe sends the money back to the client's card right away. It usually shows on their statement in 5 to 10 business days, depending on their bank. Tips - Refunding a test booking? Refund the deposit first, then cancel the appointment. - Partial refunds aren't available in Happli. Use your Stripe dashboard for those. Related articles - How do I check out a client at the desk? - How do deposits and no-show fees work? - How do I connect Stripe so I can take card payments? Still stuck? Chat with us using the chat bubble in the corner.