Configure PayPal with the Appointment Scheduler Print

  • Amelia, Appointment, Scheduler, taxPRO
  • 0

This option allows your customers to pay appointments directly with PayPal (debit/credit card or PayPal balance). First, you need to enable the “PayPal Service”.

You will need to set your PayPal Connection settings. Simply follow the next steps:

  1. Go to https://developer.paypal.com/developer/accountStatus/ and login with your PayPal account.
  2. On the left in the “Dashboard” menu click on “My Apps & Credentials” (#1).
  3. Now you will see a screen that has the words “Sandbox | Live” (#2). Click this to make it LIVE (Note: If at this point it asks you to “upgrade your account”, you must do this to accept payments on your site before you can continue. Scheduler requires a Business Account.)
  4. Scroll down. In the “REST API apps” section you need to “Create App”(#3). (We suggest naming the App “Business Name App” (So, if you are Joes Taxes, name it “Joes Taxes App”)

 

PayPal-1

PayPal-2

Setup PayPal in your scheduler

  1. You must copy data from the field “Client ID”(#1) and click “Show”(#2) under secret. Copy both of these to a safe place.

 

PayPal-3

 

2. Login to your website now. Hold your mouse over “Appointments”. Click on SETTINGS.

Now, follow the guides in the image below.

#1. Turn on PayPal
#2. Enable PayPal Service
#3. Paste in your Client ID and Secret

Save. Now you can go to “Services” and add a price to your available service options.

 

PayPal-4

 


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