Setting Up Calendar Payments

Overview

Collecting payments at the time of booking helps your practice secure revenue upfront, reduce no-shows, and streamline scheduling. PXME’s calendar payments feature lets you require clients to pay for services before completing their appointment booking, creating a smoother and more professional experience.

What Are Calendar Payments?

Calendar payments allow you to charge for services directly through the appointment booking process. This is ideal for:

• Paid consultations

• Workshops, seminars, and events

• Services requiring upfront commitment or deposits

Supported Payment Gateways

PXME integrates with the following gateways:

• Stripe

• NMI

• Authorize.net

• Razorpay

• Square

⚠️ Note: Razorpay, NMI, and Square are not yet supported for the Classic Widget or Service Menu, but they do work with other calendar types.

Step 1: Add and Connect Payment Gateways

1. Access Payment Integrations

   • Go to Settings > Payments > Integrations.

2. Connect Your Payment Gateway

   • Select Stripe, NMI, Authorize.net, Razorpay, or Square.

   • Follow the prompts to authenticate and connect your account.

3. Set a Default Payment Gateway

   • If you’ve connected multiple gateways, select one as your default.

   • Only the default will process live transactions.

Step 2: Enable Payments in Calendar Settings

1. Navigate to Calendars

   • Go to Settings > Calendars.

2. Edit or Create a Calendar

   • To edit: click the 3-dot menu next to a calendar and select Edit.

   • To create: click + New Calendar.

3. Enable Payment Options

   • In Advanced Settings > Forms & Payments, toggle Accept Payments ON.

   • If this toggle does not appear, no gateway is currently connected.

4. Configure Payment Fields

   • Amount: Set the price for the service.

   • Currency: Choose your preferred currency.

   • Description: Add details about the service.

   • Payment Mode: Select Test (sandbox mode) or Live (real transactions).

⚠️ Important: Partial payments are not supported for recurring calendars.

Troubleshooting – Payment Options Not Visible

If the Accept Payments toggle does not show up in your calendar:

• Verify that you’ve connected a gateway in Settings > Payments > Integrations.

• Return to calendar settings after completing integration.

Benefits of Calendar Payments

• Secure Appointments – Reduce cancellations and no-shows with upfront payments.

• Simplified Workflow – Payments are processed automatically during booking.

• Consistent Cash Flow – Revenue is collected instantly.

• Professional Client Experience – Booking and payment are completed in one step.

FAQ

Q1: Can I collect payments for all calendar types?
Yes, except Razorpay, NMI, and Square do not work with the Classic Widget or Service Menu.

Q2: How do I change my default payment gateway?
Go to Settings > Payments > Integrations, connect your gateway, and select it as the default.

Q3: Can I accept partial payments for recurring appointments?
No. Partial payments are not supported for recurring calendars.

Q4: What happens if no gateway is integrated?
The Accept Payments toggle will not appear, and clients won’t be able to pay at booking.

Q5: How do I make sure payments are live?
In your calendar settings, set Payment Mode to Live before publishing.