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BETA

Collect payments on scheduling pages (BETA)

Last updated: May 13, 2022

In Beta

Applies to:

Marketing Hub Starter, Professional, Enterprise
Sales Hub Starter, Professional, Enterprise
Service Hub Starter, Professional, Enterprise
Operations Hub Starter, Professional, Enterprise
CMS Hub Starter, Professional, Enterprise

You can include a payment link on a scheduling page to collect payments when a contact books a meeting with you. When you include a payment link on a scheduling page, a checkout widget will appear when a contact books time with you. For example, you can share a scheduling page so contacts can sign up for a career counseling session or workshop and collect payment for the session as soon as they book.

  • In your HubSpot account, navigate to Sales > Meetings.
  • In the upper right, click Create scheduling page.
  • In the dialog box, select One-to-One.

Please note: currently, you can only collect payments from one-to-one scheduling pages.

  • On the Overview tab, edit the scheduling page's basic information, like the meeting title and location, then click Next. Learn more about creating scheduling pages.
  • To add a payment link to the scheduling page, click to toggle the Collect payments switch on.
  • Click the Payment link dropdown menu and select a payment link. The checkout page for this payment link will appear when a contact books a meeting on this scheduling page.

select-payment-link-for-scheduling-page

When a contact opens your scheduling page, they will see the price listed above the time slots.

book-meeting-with-embedded-checkout
They can then select a date, time, and length of time if you've set multiple meeting duration options. After entering their contact information and answering any custom questions you've added, then they will be asked to enter their payment information on a checkout page. The meeting time will also appear below the order summary. 

embedded-checkout-on-scheduling-page
When a payment is processed successfully, a confirmation message will appear letting the contact know that their payment was submitted and the meeting was scheduled. Learn more about what happens after a payment is collected in HubSpot

meeting-time-requested

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