Schedly Payments

Accept payments, collect in-person card payments, and manage your full payment lifecycle — all without needing a separate payment account. Schedly Payments is a fully managed payment platform built for service businesses.

How it works:

1. Click "Set Up Schedly Payments" in Services → Settings → Payments & Payouts
2. Complete the guided setup (business info, bank account, identity verification)
3. Start accepting payments immediately — online and in-person

Online Payments

• Accept credit and debit cards on booking pages and the customer portal
• Deposit + balance payment flows with automated balance-due links
• Secure hosted checkout

In-Person Payments (Card Readers)

• Accept tap, dip, and swipe with BBPOS, Verifone, and compatible card readers
• Manage multiple Terminal Locations for multi-site businesses
• Register and label readers per location from within Schedly

Financial Dashboard

• Real-time balance — available and pending — across multiple currencies
• Full transaction history with in-person / online channel labels, card brand, and deposit/balance breakdown
• Filter by date range and card brand; export to CSV

Payouts

• Automatic payouts to your bank on your chosen schedule (daily, weekly, or monthly)
• On-demand manual payouts with optional instant delivery (1.5% fee)
• Configurable weekly or monthly anchor day

Dispute Management

• View all open chargebacks and their due dates in one place
• Submit evidence directly — attach files, customer communications, and service documentation
• Track submission history and dispute status

Tax Reporting

• Annual volume summary (gross, net, fees, refunds) by tax year
• 1099-K threshold monitoring with IRS-current thresholds
• Generate and download year-end financial reports

Refunds

• Issue full or partial refunds from the transaction list in one click
• Appointment payment status syncs automatically on refund

Pricing

• Online payments: 2.9% + 30¢ per transaction
• In-person payments: 2.5% + 10¢ per transaction
• Instant payouts: 1.5% fee
• No monthly fees, no setup costs, no separate payment account required