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Managing attendance fees, reservation deposits, and other calendar-related payments has never been easier. Now, you can directly access the payment history and collection for an appointment inside its modal. Let’s check it out!
⭐️ How To Use the Payments Tab in the Appointment Modal?
Click on any appointment to open the appointment modal.
Go to the Payments Tab in the Appointment Modal.
Review payment details, including balances, history, and discounts.
If there’s a balance due, click Collect Payment to either charge a card or record a manual payment
⭐️Why Is This Feature Beneficial To Your Company?
Easy Access: Manage all payment actions without leaving the appointment view, giving you a direct approach that minimizes confusion.
Payment Revision: This new tab allows you to quickly review payment history, discount details, and remaining balances in one place.
Direct Collection: Bill attendees for outstanding balances in just a few clicks, using the charge a card option with the contact’s information prefilled.
Easily collect and manage payments directly in the appointment modal, simplifying payment collection and minimizing confusion by keeping your data connected. We hope you enjoy it!