This article covers how to add a checkout form to your appointment booking links so clients pay at the time of booking. It covers prerequisites, setup steps, the client checkout experience, and known limitations.

This article does not cover how to create a checkout form. To build the checkout form you will attach to your booking link, see How to Create and Share a Checkout Form to Collect Payment.

This article does not cover how to connect a payment processor. Before setting up paid appointments, you must have an active Stripe, Keap Pay, or PayPal account connected to your account. To connect your processor, see Connect Stripe to Keap as a Payment Processor, How to Connect Your PayPal Account to Keap to Accept Payments, or Set Up and Manage Keap Pay.

Table of Contents

• Why Collect Payment at the Time of Booking
• What You Need Before Getting Started
• How to Enable Payment Collection on a Booking Link
• What Your Clients Experience at Checkout
• Sharing Paid Appointments Through Solution Launchpad
• Limitations
• Frequently Asked Questions

Why Collect Payment at the Time of Booking

Paid appointments let you collect full payment from a client the moment they select a time slot — before the appointment is confirmed. This removes the need to chase down payments after the fact and reduces no-shows by giving clients skin in the game before the appointment begins. Whether you offer paid consultations, premium services, or any appointment where upfront payment makes sense, paid appointments let you protect your time and get paid without any extra follow-up.

Paid appointments are available exclusively on the Keap Max plan. If you are on a different plan and want to upgrade, contact your account representative to learn about the Keap Max plan.

What You Need Before Getting Started

Before you can add a checkout form to a booking link, two things must be in place.

A connected payment processor. Paid appointments support Stripe, Keap Pay, and PayPal. You must have one of these processors connected and active in your account before proceeding. To connect your processor, see Connect Stripe to Keap as a Payment Processor, How to Connect Your PayPal Account to Keap to Accept Payments, or Set Up and Manage Keap Pay.

A checkout form. You must have at least one checkout form already created in your account to attach to a booking link. Checkout forms that include recurring payment products are not supported for paid appointments — only checkout forms with one-time payment products will appear as options during setup. To create a checkout form, see How to Create and Share a Checkout Form to Collect Payment.

How to Enable Payment Collection on a Booking Link

Payment collection is configured in Step 3 (Options) of the booking link setup, after you have completed the Info and Availability steps. Follow these steps to enable payment collection on a new or existing booking link.

1. Click My Day in the left-hand navigation. Click Appointments. The Appointments page displays your existing booking links under the Booking links section.
   

    

2. To edit an existing booking link, click the three-dot menu icon on the booking link card and select Edit. 
   
   
   To create a new booking link, click the + icon next to the Booking links heading.
   
    
3. Complete Step 1 (Info) by filling in the appointment name, duration, description, and appointment owner. Click Next to continue.
    
    
4. Complete Step 2 (Availability) by setting the days, times, and scheduling rules for the booking link. Click Next to continue.
   
    
5. On Step 3 (Options), the Additional options section. Locate the Collect payment upfront toggle. The toggle displays the label "Payment is collected when attendees book." Click the toggle to turn it on.
   
    
6. Select a checkout form from the dropdown that appears below the toggle. The dropdown displays all checkout forms in your account that use one-time payment products. Select the checkout form you want clients to complete when they book.
   
   
   
   You can also add upsell products and promo codes to your checkout form to encourage clients to spend more per booking. In the Upsell section, use the Add item field to select a product to suggest during checkout. In the Promo Codes section, you can enable your active promo codes for the form. To learn how to add a product upsell, see [Add an Upsell to a Keap Checkout Form]. To learn how to set up discount codes, see [How to Create and Use Promo Codes on Your Checkout Forms in Keap].
   
    
7. Click Next to proceed to Step 4 (Automations).
   
    
8. Click Finish to save the booking link.
   

Once saved, any client who clicks this booking link will be required to complete the checkout form and submit payment before their appointment is confirmed.

What Your Clients Experience at Checkout

When a client books a paid appointment, your booking page walks them through a simple, professional checkout — no invoice chasing, no awkward payment conversations. Payment is collected upfront, automatically.

Step 1: Your Client Selects a Time

The booking page displays a calendar with your available dates. When a client selects a date, available time slots appear on the right side of the screen. Each slot shows the start and end time. A Book now button appears next to each available time. The appointment name, duration, and total price are displayed at the top of the page before the client commits to a time. Times are shown in the client's local time zone, which is displayed at the bottom of the time slot panel.

Step 2: Your Client Reviews the Order and Pays

After selecting a time slot, the client reaches the Complete checkout screen. The screen displays the selected date, time, and duration at the top. Below that, an order summary shows the product name, quantity, subtotal, tax, and total due. The client completes payment on this screen before the appointment is confirmed. No payment means no booking.

Step 3: Your Client Receives a Confirmation

Once payment is complete, the client sees a confirmation screen and receives a confirmation email at the address they provided during checkout. The confirmation displays the appointment name, date, time, meeting location or link, and total amount paid.

How Paid Appointments Appear in Your Invoices

Every completed booking checkout creates a paid invoice automatically in your invoices list. The invoice source displays as Checkout, and the status is marked Paid. No manual invoicing is required.

Sharing Paid Appointments Through Solution Launchpad

Solution Launchpad allows partners to share bundles containing paid appointments to other Keap applications. What happens depends on whether the destination application is on the Keap Max plan.

Sharing to a Max application. The paid appointment shares successfully but must be claimed by a user in the destination application before it goes live. The checkout form shares in draft status and cannot be linked to the appointment until published. The product on the checkout form does not transfer, so the partner or user must add a product before publishing the form.

Sharing to a non-Max application. The bundle does not install. The Bundle Installation dialog flags the Appointments item as incompatible, since Paid Appointments requires the Max plan and Checkout Forms requires Max, Pro, or Free Trial. To share with a non-Max application, the partner must remove paid appointments from the bundle first. Partners can share individual items or full bundles, and compatibility is checked against whatever is included.

Limitations

The following limitations apply to paid appointments on the Keap Max plan.

One-time payments only. Checkout forms that include recurring payment products are not supported. Only checkout forms with one-time payment products will appear in the checkout form dropdown during booking link setup.

Full payment only. Partial payments and deposits are not supported. Clients are charged the full amount at the time of booking.

No automatic refund processing. When a client cancels a paid appointment, the refund is not issued automatically. The client is prompted to contact you to request a refund, and you must process any applicable refund manually through your connected payment processor.

No automatic cancellation notifications. You are not automatically notified by email or text message when a client cancels a paid appointment. To receive a notification when a cancellation occurs, you can build an advanced automation in the automation builder triggered by the appointment cancellation event to send yourself an email.

Frequently Asked Questions

Which payment processors are supported for paid appointments?
Paid appointments support Stripe, Keap Pay, and PayPal. You must have one of these processors connected and active in your account before you can enable payment collection on a booking link. To connect your processor, see Connect Stripe to Keap as a Payment Processor, How to Connect Your PayPal Account to Keap to Accept Payments, or Set Up and Manage Keap Pay.

Is paid appointments available on all Keap plans?
No. Paid appointments are available exclusively on the Keap Max plan. If you are on a different plan and want access to this feature, contact your account representative to learn about upgrading to Keap Max.

What happens if a client's payment fails?
If payment fails during checkout, the booking does not complete. The time slot the client selected remains available and the client can attempt to book again with a different payment method.

Can I offer a deposit or partial payment instead of full payment upfront?
No. Paid appointments require full payment at the time of booking. Partial payments and deposits are not currently supported.

Can clients use promo codes or be offered upsells at checkout?
Yes. If the checkout form includes upsell products or a promo code field, clients can apply them during checkout.

How do I issue a refund when a client cancels?
Refunds are not issued automatically. When a client cancels a paid appointment, they are prompted to contact you directly. You must issue any applicable refund manually through your connected payment processor (Stripe, Keap Pay, or PayPal).

Will I be notified when a client cancels a paid appointment?
Paid appointments do not send an automatic cancellation notification. To receive a notification, build an advanced automation in the automation builder triggered by the appointment cancellation event and add an action to send yourself an email.