It's possible to add payment options to your meeting types in Vectera. This means that customers will have to pay for the meeting before the meeting is booked.
Follow these steps to collect payments per meeting type.
Before you start integrating, note that you need the "PRO plan" in order to benefit from this feature. Integrations are on the organization level, meaning that every team member will be connected to the connected integration.
1. Integrate Stripe in your Vectera account
Go to Integrations in the Vectera menu under settings and click on Stripe.
Click on connect. Now a pop-up will open and you will have to log in to your Stripe account or create a new one.
Once you're connected you will see a green box that shows that you're successfully connected.
2. Add payment options to meeting types
Head to your scheduling page to add payment options to meeting types.
Create a new meeting type or edit an existing one. Scroll down until you see Powerful extensions. Click here on Collect payments to add the payment requirement and activate Require payment when booking a meeting.
Now you can:
Add the amount
Select the right currency
Add payment terms or a link to your own payment terms page
Click on save.
3. Visit your booking page to see the result
Visit your booking page to see how it shows in your meeting types. If you visit the booking page in the same browser where you're also logged in, you will not be able to go to the checkout page.
tip: Visit your booking page in another browser or an incognito window so you can follow all the steps.
If someone tries to book a meeting but doesn't pay immediately (or closes the Stripe checkout page), the time slot will be blocked for 24 hours but the meeting will not show in your calendar.
After 24 hours the meeting will be removed and the time slot will be available again if the customer didn't pay.
Check out which payment methods are supported for your customers in this help article!
Vectera is looking forward to your feedback so we can offer you the best scheduling and customer meeting experience. Set up your next customer meeting right away by logging into your account or sign-up for a free, fully-featured trial of Vectera!