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BusyBook Help Center BusyBook Help Center

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Payment Settings

BusyBook uses a single payment processor for all transactions — card payments at checkout, saved cards on file, and online payments. The Payment Settings page is where you connect your account and configure checkout behavior.

Connecting Your Payment Processor

Section titled “Connecting Your Payment Processor”
  1. Go to Settings > Payment Settings (under Billing)
  2. Click Connect or Start Setup
  3. You’ll be guided through a secure onboarding flow to create your payment account
  4. Provide your business details, bank account, and identity verification
  5. Setup takes about 5–10 minutes

Once connected, you’ll see a Connected status with a green indicator. If additional information is needed, the status will show Action Required — click Complete Setup to finish.

Payment Account Status

Section titled “Payment Account Status”
StatusWhat It Means
ConnectedReady to accept payments
Action RequiredAdditional information needed — click to complete
Setup in ProgressStarted but not finished — click to continue
Not ConnectedSetup hasn’t been started yet

Tip Settings

Section titled “Tip Settings”

Configure the tip prompt that appears during checkout:

  1. Scroll to the Tips section on the Payment Settings page
  2. Adjust the preset tip percentages (default: 15%, 18%, 20%, 25%)
  3. Tips are calculated on the pre-discount subtotal
  4. When multiple providers are on a ticket, tips are split proportionally

Gift Card Settings

Section titled “Gift Card Settings”

Enable or disable gift cards for your practice:

  1. Find the Gift Cards section
  2. Toggle gift cards on or off
  3. Customize the denomination presets — these are the quick-pick amounts shown when selling a gift card at the register (e.g., $25, $50, $75, $100)

Terminal Locations (Card Readers)

Section titled “Terminal Locations (Card Readers)”

If you accept in-person card payments with a card reader, you need to sync your business locations with the payment network:

  1. Scroll to Terminal Locations
  2. Each of your practice locations is listed with its sync status
  3. Click Sync next to a location to register it with the card reader network
  4. Or click Sync All to register all locations at once

Locations need a complete address (street, city, state, ZIP) before they can be synced. Add missing addresses from Business Profile.

Device Fleet

Section titled “Device Fleet”

The Device Fleet section shows all card readers registered to your account. From here you can see each reader’s status, location assignment, and connection state.

Billing & Transactions

Section titled “Billing & Transactions”

The bottom of the Payment Settings page shows your recent transaction history and billing details, giving you a quick view of payment activity without leaving the settings page.

Section titled “Related”