🚀 Module 10: Payment Integration & Scheduling
Stripe + Calendly set up end-to-end so prospects can pay, book, and land on your calendar—without back-and-forth.
2. Why It Matters
Friction kills conversions. When prospects must email, wait for invoices, or hunt for times, many drop off. A clean “Pay → Book → Confirm” flow removes hesitation and signals professionalism.
This system also protects your time with pre-payment, reduces no-shows with auto-reminders, and gives you a repeatable engine you can scale—core to launching and growing a profitable health practice.
Compliance note: Avoid requesting or storing protected health information (PHI) in scheduling or checkout notes. Keep intake health details in your HIPAA-aligned system only.
3. Step-by-Step Guide
Create your Stripe Product & Price
In Stripe, create a Product for your consult or package (e.g., “90-Day Reset – Pay in Full” or “Clarity Consult – 45 min”). Add a one-time price and (if needed) a subscription option.
Generate a Checkout (Payment) Link
From the Price, generate a Stripe Payment Link. Enable Apple/Google Pay and collect name + email. Set a post-payment redirect URL to your booking page.
Build a Simple “Pay → Book” Page
Create a landing page with two blocks: (A) “Step 1: Pay” button (Stripe link) and (B) “Step 2: Book” embed (Calendly). After payment, redirect here so clients immediately schedule.
?paid=true to reassure buyers.Set Up Calendly Type + Buffers
Create an event type (e.g., 20-min Intro or 45-min Consult). Connect your Google/Outlook calendar and Zoom/Google Meet. Ask logistics-only questions—no PHI.
Automate Receipts & Confirmation
In Stripe, customize receipts. In Calendly, customize confirmation + reminder emails with prep notes and your reschedule policy. Keep copy short and warm.
Optional: Connect via Zapier/Make
Use Zaps/Scenarios to add purchasers to your CRM, tag them in email marketing, and trigger a welcome sequence after successful payment.
4. Examples & Options
Real-World Example (Script)
Website CTA: “Book your Clarity Consult — pay $49 to reserve your spot. After checkout, you’ll pick a time that fits your schedule.”
Confirmation Email: “You’re in! Your consult is confirmed. Bring your top 1–2 goals. Need to reschedule? Use the link below—no emails needed.”
DIY (Free/Low-Cost)
Stripe Payment Link → basic landing page → Calendly (free tier). Manual CRM updates.
Mid-Level
Stripe Checkout + Calendly Pro + Zapier flows (add to ConvertKit/MailerLite, send welcome kit, Slack alert).
Advanced
All-in-one platforms (Practice Better, Jane, SimplePractice) for scheduling, notes, forms, and payments in one place.
Refund/Policy Microcopy
“Payments are non-refundable. You may reschedule up to 24 hours before your appointment using the link in your confirmation.”
Upsell Prompt
Post-payment page: “Want ongoing support? Apply your consult fee to the 6-Week Starter if you enroll within 48 hours.”
5. Common Mistakes to Avoid
- Making people book before paying. Instead of “Book then invoice,” switch to “Pay → Book” to boost commitment and show-up rate.
- Collecting health details in Calendly. Instead, gather only logistics (goals, time zone). Send secure intake forms later.
- Offering too many choices. Instead, feature 1–2 clear options (intro call + flagship package) to reduce decision fatigue.
- No reminders or buffers. Instead, enable email/SMS reminders and add 10–15-minute buffers to avoid back-to-backs.
- Messy confirmation experience. Instead, standardize the success page and calendar invites with links, agenda, and policy.
6. Quick Win Highlight
💡 Quick Win: Create a 20-minute “Intro Call” in Calendly and place the link in your Instagram bio + email signature. Add one line under your top website headline: “Book a 20-minute Intro — real support, zero pressure.”
Result: Immediate bookings from existing traffic in under 10 minutes.
7. Mini-Implementation Exercise
Fill this out, then copy to your SOP doc:
| Stripe Product(s): ______________________________ | Price: __________ |
| Payment Link URL: ___________________________________________ | |
| Redirect (Success) URL: ____________________________ | Calendly Event Type: ________________________ |
| Reminders Enabled: ☐ Email ☐ SMS | Buffer + Daily Cap: ______ / ______ |
| Welcome Email Template Link: ____________________________________ | |
8. Tools & Resources
Fast checkout links, Apple/Google Pay, receipts, and customer portal. Ideal for “pay-to-book” flows.
Booking automation with buffers, reminders, and Zoom/Meet integrations.
Connect Stripe events to email marketing, CRM tags, or team notifications.
Ensure events and reminders sync across your devices instantly.
All-in-one scheduling, notes, forms, and payments for wellness pros.
Send welcome sequences and nurture emails after purchase.
9. Checkpoint / Success Criteria
10. Summary & Next Step
- You built a clean “Pay → Book → Confirm” flow that removes friction and boosts show-ups.
- Stripe handles payments and receipts; Calendly handles booking, reminders, and links.
- Your confirmation experience is standardized and scalable with optional automations.
- You’re ready to channel traffic to this flow from your site, DMs, and email.