How to Set Up a Stripe + Calendly Workflow for Paid Consultations

How to Set Up a Stripe + Calendly Workflow for Paid Consultations

If you charge for consultations or services, you need a way to get paid before the meeting even starts. Manual invoicing is time-consuming — and chasing payments? Not fun.

With Calendly + Stripe, you can automate everything: a prospect picks a time, pays in advance, and gets a confirmation — all without lifting a finger.

Here’s exactly how to create a paid booking workflow with Calendly and Stripe.

🔸 Step 1: Make Sure You’re on the Right Calendly Plan

Stripe integration is only available on Calendly’s Professional or Teams plan.

To check:

🔹 Log into Calendly
🔹 Go to Billing → confirm Professional Plan or above
🔹 Upgrade if needed

This unlocks the “Collect Payments” feature — essential for Stripe setup.

🔸 Step 2: Connect Stripe to Your Calendly Account

Now let’s hook up Stripe:

🔹 In Calendly, go to Integrations → Stripe
🔹 Click Connect Stripe
🔹 You’ll be redirected to Stripe to log in
🔹 Approve the connection and return to Calendly

Once linked, Calendly can securely collect payments at the time of booking.

🔸 Step 3: Create a Paid Event in Calendly

To make it work:

🔹 Go to Event Types
🔹 Click New Event Type or select an existing one
🔹 Scroll to Collect Payments
🔹 Enable Stripe
🔹 Set the price (e.g. $120 per 60-minute consult)
🔹 Add any terms and refund info

💡 Tip: Include your cancellation policy clearly in the event description.

🔸 Step 4: Test the Booking Flow as a Client

Before publishing:

🔹 Visit your live Calendly link
🔹 Go through the full booking and payment process as a test user
🔹 Make sure payments are processed and confirmation emails are sent

Calendly will automatically send email reminders to both parties.

🔸 Step 5: Embed the Booking Page on Your Website

To make the experience seamless:

🔹 Go to Share Your Link in Calendly
🔹 Click Embed on Website
🔹 Choose between Inline Embed, Popup Widget, or Popup Text
🔹 Copy and paste the embed code into your website HTML or CMS block

This allows visitors to book and pay without leaving your website.

🔸 Why Use Calendly + Stripe?

🔸 No chasing payments — clients pay upfront
🔸 Professional experience — automation builds trust
🔸 Time saved — no manual invoicing
🔸 Improved cash flow — especially for consultants and service providers

If you offer strategy calls, training sessions, or one-off services, this setup is a must-have.

Final Taught

Combining Stripe and Calendly is a powerful way to automate your paid bookings. In just a few steps, you can collect payments upfront, reduce admin work, and look more professional.

Whether you're a consultant, bookkeeper, or service-based business, this workflow simplifies your entire booking process.

Need help setting up Stripe or embedding your Calendly page on your website?
Justwise Accounting can help you streamline your client onboarding and payment automation.