How to collect payments through Calendly on Calendly

intermediate 8 min read Updated 2026-03-18
Quick Answer

Calendly allows you to collect payments directly through your booking links by integrating with Stripe or PayPal. You can set up payment collection by accessing your event type settings and enabling the payment feature with your preferred payment processor.

Prerequisites

  • Active Calendly Pro, Premium, or Teams account
  • Stripe or PayPal account for payment processing
  • Event types already created in Calendly
  • Basic understanding of Calendly's interface

Step-by-Step Instructions

1

Access Your Event Type Settings

Log into your Calendly account and navigate to your Event Types page. Click on the event type you want to add payment collection to, then select Edit to open the event settings.
Make sure you're using a Pro, Premium, or Teams account as payment collection is not available on free plans.
2

Navigate to Payment Settings

In the event type editor, scroll down to find the Payments section in the left sidebar. If you don't see this option, verify that your account plan supports payment collection. Click on Payments to expand the payment configuration options.
3

Connect Your Payment Processor

Click Connect next to either Stripe or PayPal (or both if you want multiple options). You'll be redirected to your chosen payment processor's authorization page. Log into your Stripe or PayPal account and authorize Calendly to process payments on your behalf. Once connected, you'll be redirected back to Calendly.
Stripe generally offers more customization options and lower fees for most businesses.
4

Configure Payment Details

Set your payment amount in the Price field and select your currency from the dropdown menu. Choose whether the payment should be collected immediately upon booking or at a later time. Add a clear description of what the payment covers in the Payment description field that will appear on invoices.
Be specific in your payment description to avoid confusion and potential chargebacks.
5

Set Up Payment Policies

Configure your Cancellation and Refund Policy by selecting from the available options: No refunds, Full refund if cancelled X hours/days in advance, or Custom policy. Enter the specific timeframe for cancellations if applicable, and add any additional terms in the policy description field.
6

Customize Payment Experience

Under Additional Settings, you can enable Require payment to confirm booking to ensure no unpaid appointments are scheduled. You can also add custom fields to collect billing information like company name or tax ID if needed for your business requirements.
Requiring payment upfront significantly reduces no-shows and ensures committed bookings.
7

Test Your Payment Setup

Click Save & Close to apply your payment settings. Visit your Calendly booking page as if you were a customer and go through the entire booking process including payment to ensure everything works correctly. Check that you receive payment notifications and that the funds appear in your connected payment processor account.
Use Stripe's test mode or make a small test payment to verify the integration without processing real money.
8

Monitor and Manage Payments

Access your payment reports through Analytics > Payments in your Calendly dashboard. Here you can view payment history, failed transactions, and refund requests. Set up email notifications in your account settings to receive alerts for successful payments and failed transactions.
Regularly review your payment analytics to identify trends and optimize your pricing strategy.

Common Issues & Troubleshooting

Payment option not showing in event type settings

Verify that you have a Pro, Premium, or Teams account. Payment collection is not available on free Calendly plans. Upgrade your account or contact Calendly support if you believe you should have access.

Payment processor connection fails

Ensure you're using the correct login credentials for your Stripe or PayPal account. Clear your browser cache and cookies, then try the connection process again. Make sure your payment processor account is in good standing and not restricted.

Customers can't complete payment during booking

Check that your payment processor account is active and has no holds or restrictions. Verify that the payment amount and currency are correctly configured. Test the booking flow yourself and contact your payment processor if transactions are being declined.

Payments not appearing in dashboard

Payment processing can take a few minutes to appear in your Calendly dashboard. Check your Stripe or PayPal account directly to confirm the payment was processed. Ensure your payment processor webhook settings are properly configured to communicate with Calendly.

Prices mentioned in this guide are pulled from current plan data and may change. Always verify on the official Calendly website before purchasing.