Connect and use payment terminals

Open Settings, then Sales and payments.

Select Connect Stripe to create the clinic-owned connected account, then finish Stripe’s hosted identity, charges, and payout requirements. Schedmo never asks staff to paste Stripe secret keys.

Confirm the business street address, city, postcode, and country, then select Set up terminal location.

On a supported Stripe smart reader, open Settings, choose Generate pairing code, and keep the reader on the same business network while pairing.

Enter the pairing code and a clear counter name in Schedmo, then select Pair terminal. Pairing codes expire quickly and can only be used once.

Wait until the terminal shows Online. Give each front desk or treatment room a distinct name so staff can choose the right device at checkout.

Open Sales & Invoices, choose Collect payment, select Schedmo terminal and the intended reader, then ask the client to tap, insert, or swipe.

Keep the checkout open until Schedmo confirms Paid. If confirmation is delayed, do not run the card again: Schedmo retains the attempt and reconciles the Stripe result.

To stop an in-progress collection, select Cancel on terminal. If authorisation has already succeeded, Schedmo records the payment rather than incorrectly cancelling it.

For a refund, open the paid invoice, select Refund or adjustment, choose the original Stripe payment, and enter no more than its remaining refundable amount. The refund returns to the original payment method and is retained in the audit trail.

Before go-live, complete one approved test payment, one decline/cancel test, and one refund; confirm the invoice, Stripe balance, receipt, and accounting export agree.

When moving from Fresha or Timely, card tokens, payout accounts, and terminal registrations cannot be transferred. Import historical sales as records, complete the clinic-owned Stripe account setup in Schedmo, pair supported readers, and test before changing the front desk workflow.