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How To Process a Payment For An Appointment

Article author
Brianna Felts
  • Updated

Overview

If you are making use of the billing tool, you will be able to charge clients in the following situations:

๐Ÿ•’After a scheduled appointment on the platform is over

โŒAfter a failed attempt to charge

Guide ๐Ÿ“–

๐Ÿ•’After a scheduled appointment on the platform is over

If the client has not provided their payment information prior to the appointment, you should be able to see their missing payment status inย 

  • ๐Ÿ“† The associated appointment
  • ๐Ÿ“‡ The Roster contact linked to their email address
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You can start charging a client for an appointment on the platform by completing the appointment in the Upcoming Appointment tab

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By clicking on the "Complete Appointment" button, you will see a warning message if the client has not provided payment information yet and confirm the fee of the appointment

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โŒAfter a failed attempt to charge

If the client hasn't entered payment info or the charge fails, you can reprocess payment via the Appointment Card in the Past Appointment List.ย 

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Search for the appointment and click "Process Payment" when the client's payment info is on the platform.

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๐Ÿ“ฅ If the charge is successful, the "Process Payment" button turns into "Invoice," allowing you to download the appointment invoice.

๐ŸŽ‰ Once payment is processed, you'll receive a success message, and both you and the client will get an email receipt.

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Need A Hand? ๐Ÿ™‹๐Ÿฝ๐Ÿค”

Followed all the steps but still having issues? Feel free to reach out to our support team, we're more than happy to help!

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