Set up Payments system for Microsoft Bookings

Now that you've set up your Bookings company info, policies, offerings, calendars and staff info, you can link Bookings and your Office 365 account to a payment service provider so you can charge your customers when they book appointments with you.

Note: Payments for Microsoft Bookings is offered through Stripe and PayPal to select customers in North America. Stripe supports customers in the United States and Canada. PayPal supports customers in Mexico, United States, and Canada. If you don't see Payments in Bookings yet, please be patient as we are rolling out payments to more customers world-wide over the coming months.

Step 1: Turn on payments in Bookings in the Office 365 admin center

Before you can set up payments, you'll need to turn it on the Office 365 admin center. To turn it on, go to:

  • Office 365 Admin center > Settings > Services & add-ins > Bookings.

  • On the Bookings page, use the toggle to turn payments on.

    Screenshot: Turn on Bookings in your organization

Follow the steps below to set up payments in Bookings.

Step 2: Set up a merchant account

Important: Because of the sensitivity of financial data, only users in your organization who are global admins can perform these steps

Before you begin, you should have the following information handy:

  • Social security number

  • Bank account and routing number

  • Tax ID

  1. Sign in to Office 365, select the app launcher, and then select Bookings.

    AppLauncher with Bookings tile highlighted
  2. In the left menu, select Payments, and then Set up your merchant account.

    Screenshot: Select to setup a merchant account and manage payments in Bookings

    Note: We recommend that you all read the information on the Payments page before continuing.

  3. Choose Add Stripe account or Add PayPal account depending on payment service provider you're using. You can add both of these payment provider accounts to Bookings. Add Stripe to accept credit card payments, and add PayPal to accept PayPal payments.

  4. Follow the steps with whichever payment service provider you select.

  5. Finish to complete adding your payment service provider.

Step 3: Add booking fees to your services

Now that you've added a payment service provider, you can require payment from your customers when they book an appointment with you.

  1. Go to Bookings > Services, and then select Add a service or click on an existing service.

  2. On the Service details page go to the Price and payments section, and then select Require payment to book.

    Screen capture: Depicting required payment for service
  3. Fill in the Amount required to book and the Tax required to book fields. The Amount required to book field must be at least $1.01. Save your changes.

  4. You'll be taken back to the Manage services page, and you'll see that the service now has a dollar amount in the Payment required column.

    Screen capture: Showing the payment required field is now filled in with dollar amount

Now, when your customers go to your Bookings calendar to make an appointment with your business, they'll be required to make a payment before they can book the appointment.

Step 4: Track your payments

You can track your payments using Stripe or PayPal's dashboard by signing in with your Stripe or PayPal credentials. 

1. Navigate to Stripe or PayPal portal.

2. Sign in with your Stripe or PayPal credentials.

3. Navigate to Payments dashboard to track payments.

Frequently asked questions

Does Microsoft take my customer's payments?

No. Microsoft Bookings uses a third-party payment service providers, Stripe and PayPal, to manage your payments. Bookings is integrated with these providers so you can sign up and manage your merchant account, give refunds and dispute chargebacks through your payment service provider.

When your customer clicks the Book and Pay button, they'll be prompted to sign in with a Microsoft account. If they don't have a Microsoft account, they can complete their booking as a guest.

How will my customers make payments?

When you've turned on required payments for a service, your customers will see a Book and Pay button and the booking fee will be charged immediately. Check out Step 3: Add booking fees to your services earlier in this article.

How do I get paid?

When you set up your payment service provider account with PayPal or Stripe, you'll be asked to link your bank account. This will allow you to get paid through direct deposit.

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