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Reconciling Appointment Payments Through Stripe

Article author
Brianna Felts
  • Updated

Overview

It's easy to reconcile and track payments made through our platform using the Analytics Dashboard and Stripe.

Guide 📖

Start by clicking on the Analytics tab in the top right corner of the app. Then, choose the date range of the appointments you want to work with. Click on Download CSV to get a copy of the appointment data.

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Next, open up the downloaded Appointment & Analytics CSV, and locate the specific client charge you are looking to reconcile. Once you've located an appointment, make note of the six-digit Appointment ID. 
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Finally, to obtain more information on the payment copy and paste the Appointment ID into the Stripe search field.  You will be able to view further information on the transaction and reconcile between OnCall and Stripe Payments. 
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Need A Hand? 🙋🏽🤔

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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