Configuring and linking Stripe with Zoom Scheduler

The Zoom Scheduler with Stripe integration lets you collect payments from attendees when they confirm a booking through Zoom Scheduler. After selecting a time, attendees will be directed to a payment page to complete the payment and confirm their booking. Once the payment is processed, they will receive a confirmation email or a calendar invitation with the meeting details.

This integration can help you:

• Monetize your time
• Reduce no-shows
• Securely manage paid sessions such as consultations or other meetings

Payments are processed through Stripe, and you can set custom pricing to fit your needs.

Availability:

• Countries supported: United States, United Kingdom
• Supported currencies: USD, GBP, EUR
• Payments method available: Credit and debit cards, Google Pay, Link

Legal disclaimer: Payment processing will be performed by Stripe, a third-party payment processor. Your use of Stripe will be subject to additional terms and conditions (and fees as described below) between you and Stripe.

Requirements for linking a Stripe account to Zoom Scheduler

• A Stripe account (existing or created during onboarding)
• Payment role assigned in the Zoom web portal
• Only one Stripe account may be connected to a Zoom account
• All users in the Zoom account can charge fees on booking pages using this Stripe account
• Paid booking pages are currently available only to hosts in the US and UK
  • Attendees can book from any supported country
• To collect payments with Stripe, your Stripe account must have Payouts and Charges enabled

Stripe fees

• Stripe charges a platform fee of 2.9% + $0.30 per transaction*.
• In the Stripe Dashboard, the listed transaction fees include the Stripe processing fees. A Zoom application fee may be included in transactions where Zoom is required to collect taxes and remit on your behalf. For more information regarding taxes, refer to Sales Tax, GST, VAT.
• If an attendee’s payment method originates in a different country than the host’s/seller's Stripe Account country, a cross-border fee (depending on the country) will apply. Example: If a U.S.-based host sells a ticket in USD to a UK attendee, the fee schedule could be: 2.9% + $0.30 (standard processing fee) + 1.5% (cross-border fee).
• If the host’s/seller's Stripe account accepts payments in currencies different from the account’s registered currency, a foreign exchange fee will be charged.
  Note: A cross-border fee will usually also apply when a foreign exchange fee is charged.
  • Example: If a U.S.-based host sells a ticket in GBP to a UK attendee, the fee schedule could be: 2.9% + $0.30 (standard processing fee) + 1.5% (cross-border fee) + 1% (foreign exchange fee).

*Fees are subject to change if the host reaches a volume threshold to negotiate fees, or in other cases. See Stripe pricing and fees for more details.

How to link a Stripe account to Zoom Scheduler

1. Sign in to Zoom Scheduler.
2. In the left navigation menu, click Settings .
3. Click the Payment tab, then click Add Stripe account.
4. [Optional] Under Default currency, you can change the default currency for payments. The default is USD.
5. Click Add. A window will appear for the admin to log in and complete authorization with Stripe.
6. Follow the prompts to create a new Stripe account or link your existing Stripe account to Zoom Scheduler.
7. After authorization, the Stripe account will be successfully added.
   The connected Stripe account will be used for all members in your Zoom account.

Note: After attempting to link your Stripe account, you will receive one of the following status results:

• Success: You can create paid booking pages and collect payment when a booking is made.
• Pending verification: Stripe is verifying the details that you recently provided. If your account is still pending after 15 minutes, reach out to Stripe support.
• Error connection: You need to provide more information to Stripe to enable payments and payouts to the account you just created. Access your Stripe Dashboard to complete onboarding. Your Stripe Dashboard will have instructions on what details and information Stripe needs.

How to unlink a Stripe account from Zoom Scheduler

1. Sign in to Zoom Scheduler.
2. In the left navigation menu, click Settings .

1. Click the Payment tab, then click Disconnect.
2. In the confirmation dialog box (Disconnect payment account), click Disconnect again.
3. A notification will confirm that the Stripe account has been disconnected.

Note: Any booking pages with payments enabled will be deactivated. Scheduled events will remain active.

How to assign the payment role in the Zoom web portal

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management, then Scheduler Admin.
3. Under Scheduler Admin, locate the sub-role for Payment
4. Select the checkbox to allow the user to set up and manage third-party payment providers for the account.

How to restrict users from setting up payment on booking pages

By default, all users can set up a paid booking page once a payment account has been connected by a Payments admin. To restrict this capability to Payments admins only, follow these steps:

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Scheduler Management.
3. Click the Customization tab, then locate the Payment setting.
4. Click the Allow users to set up payment on booking pages toggle to disable it.
   Note: If this setting is disabled, only users with the Payments role can create paid booking pages.
5. Click Save.

How to set up a paid booking page

1. Sign in to Zoom Scheduler.
2. In the top-right corner, click + Create a booking page.
   A pop-up window will appear.
3. In the window, select between 4 types for your regular bookings:
   • One to One: Schedule a meeting with one attendee and you as the host. The attendee can add other guests when booking if the host allows. Learn more about creating the One to One booking schedule.
   • One to Many: Schedule a meeting with multiple attendees and you as the host. The full attendee list will not be visible on the calendar invite. Learn more about creating the One to Many booking schedule.
   • Any Host Available: Schedule meetings with multiple team members in a rotating cycle, accommodating one attendee per booking. Learn more about creating the Any Host Available (rotating host) booking schedule.
   • All Hosts Available: Schedule meetings with multiple hosts, accommodating one attendee per booking. Learn more about creating the All Hosts Available (collective host) bookable schedule.
4. Under the Details tab, provide details for Schedule Name, Schedule Color, Duration, Location, and Additional Information.
5. Under the Details tab, provide details for Payment:
   • Select the Collect payment before booking check box.
     Note: This option is available once a Stripe account is connected to Zoom Scheduler.
   • Select the Stripe payment account.
   • Set the price amount and currency.
     Notes:
     • The default currency is the same as the settings in the Payment tab.
     • Clicking the info icon will show information about inclusive vs exclusive tax pricing.
     • An error message will appear if the price is below the minimum price.
   • Click Next.
6. Complete the rest of the booking page creation setup, then click Finish to save this schedule.
   When created, you will be provided with the link to this booking calendar, so that it can be shared with others. The price label will be on the booking page tile.
   • (Optional) Under the booking link, select the Generate single-use link checkbox.
     When selected, this single-use link will expire after an attendee books an event using this link. Unused links will appear as Pending in your Scheduled Events tab.

Notes:

• For U.S. and Canadian attendees, the price shown is exclusive of sales tax.
• For purchasers outside the U.S. and Canada, the price is inclusive of GST/VAT (for example, you will receive the price less applicable taxes that Zoom collects and remits on your behalf and any Stripe fees).
• Zoom may collect additional taxes on transactions in certain countries, which can affect the amount hosts receive.
• By default, all users in your account can create a paid booking page using the connected Stripe account.
• To restrict this ability to Payments role users, see how to restrict users from setting up payment on booking pages.

How to view paid events scheduled and manage transactions

1. Sign in to Zoom Scheduler.
2. Click the Scheduled events tab.
3. Under the Upcoming tab:
   • Paid events will display the event price.
   • You can filter the list between All events and Paid events.
4. To manage a transaction, click Manage transaction.
5. You will be redirected to Stripe, where you can view transaction details.

Note: To view or manage transactions in Stripe, you must have access to the connected Stripe account.

Invoice and confirmation of payment

Attendees will see the payment amount on the booking page, and the price paid will also appear in the booking confirmation and calendar invite. If Zoom is required to collect taxes, it will send a tax receipt to each attendee . Otherwise, Stripe will issue the invoice to the attendee.

How to set up a refund policy in Zoom Scheduler

1. Sign in to Zoom Scheduler.
2. In the left navigation menu, click Settings .
3. Click the Payment tab and scroll down to the Refund policy section. Here, admins can configure the auto-refund policy. By default, it is set to 24 hours before.
4. Hover over the 24 hours before field. A dropdown menu will appear with the following options:
   • 24 hours before - Free cancellation or rescheduling 24 hours before the event starts.
   • 2 days before - Free cancellation or rescheduling 2 days before the event starts.
   • 7 days before - Free cancellation or rescheduling 7 days before events starts.
   • Always refund - Free cancellation and rescheduling at any time.
   • Do not automatically refund - Manage refunds manually for all cancellations and rescheduling.
   • Customize refund policy - Set a custom refund window.
     If you choose this option, a modal dialog will appear where you can enter the exact number and time unit for the refund policy.
5. Select your preferred policy and click Confirm. 

Notes:

• By default, a 24-hour refund policy is applied. To change this, navigate to Settings, Payments, then Refunds.
  • Only users with the Payments role assigned can change the refund policy.
• The refund policy is shown to attendees on your booking page and during checkout.
• If an attendee cancels within the refund period, a refund is initiated automatically.
• If the auto-refund period has lapsed for that event, the attendee must contact the host to reschedule. Any cancellations will not be refunded automatically, and hosts will need to manually issue any refunds.
• Hosts can also issue refunds directly in Stripe or from the Zoom Scheduler app.
• In the event of a refund, the host is not entitled to any reimbursement for transaction or other fees charged by Stripe. For more information, see the Stripe support article Understanding fees for refunded payments.

Sales Tax, GST, VAT

• Where Zoom is required to collect and remit indirect taxes on your behalf, Zoom will collect tax from a transaction using the application fee in Stripe. You can view transactions details applicable to GST and VAT by going to your Stripe dashboard.
• Where Zoom is not required to collect and remit indirect taxes on the price charged to attendees, schedulers are responsible for determining, calculating and remitting applicable indirect taxes, as well as issuing tax compliant invoices, where these are required under local laws.
• Where Zoom is required to collect and remit indirect taxes on your behalf, prices will be considered as tax inclusive except for attendees deemed to be located in the United States or Canada.