Granting permissions to ScheduleOnce

To connect ScheduleOnce to your PayPal account, you must connect to PayPal and grant permissions to ScheduleOnce to run specific transactions via the PayPal API. ScheduleOnce communicates with the PayPal API to charge Customers for bookings, issue refunds via ScheduleOnce, and capture transactions in ScheduleOnce invoicing and Revenue reports.

Note: You can reduce administrative overhead and align invoices with your branding requirements by customizing the invoice sent to Customers when payment is collected or refunds are processed via ScheduleOnce. Learn more about customizing the Invoice settings

In this article, you will learn about granting permissions to ScheduleOnce in your PayPal account.


Requirements

To grant permissions to ScheduleOnce, you will need:

  • A PayPal Administrator
  • A ScheduleOnce Administrator


Granting permissions to ScheduleOnce

To grant permissions to ScheduleOnce:

  1. Log in to your ScheduleOnce account which you have Administrator rights to.
  2. Go to Setup and open the left sidebar.
  3. Select Integrations -> Payment integration.
  4. Click the Get started button. The Connect to PayPal wizard pop-up appears. (See Figure 1)


    Figure 1: Accept Terms

  5. Once you accept the ScheduleOnce terms, click Connect to PayPal on the Connect to PayPal step. (See Figure 2)

    You will be redirected to the PayPal sign-in page where you'll be required to enter your credentials.

    Note: If you do not have a PayPal account, you will be prompted to create one. If you have a PayPal Personal account or a Premier account, PayPal will automatically upgrade your account to a free PayPal Business account as part of the connection process.


    Figure 2: Connect to PayPal

  6. Log in to your PayPal account using your PayPal credentials or create a new account.

    Once logged in, PayPal will automatically display a pop-up window including the list of permissions ScheduleOnce needs to be granted. (See Figure 3)


    Figure 3: Granting permissions

  7. In your PayPal account, click the Grant permissions button.

    Once permissions are granted, ScheduleOnce will receive a token from PayPal Permissions Service to run Express Checkout API calls on your behalf.

  8. Next PayPal will automatically take you through the In-Context Sign-Up flow. This allows ScheduleOnce to use the In-Context API to determine whether your PayPal account can receive payments.

    ScheduleOnce will only charge Customers for bookings if your PayPal account can accept payments. Otherwise, Customers won't be able to make bookings when Payment integration is used. Learn more about troubleshooting Payment integration issues

  9. At the end of the in-Context sign up flow in PayPal, click the PayPal return button to return to ScheduleOnce.

Learn more about our PayPal integration:

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