Keeping track of payments for your appointments just got easier. Now, you can see all payment details right when you view an appointment—no extra searching needed.
📌 Why This Matters
As a small business owner, managing payments alongside your appointments helps you stay organized and saves time. When you can see full payment details in one spot, you reduce the chance of missed balances and simplify your cash flow management.
✨ What’s New
- View total paid, remaining balance, and total amount due: Get the full picture of each appointment’s payment status.
- Attendee-level payment summaries: Easily understand who has paid what if multiple people are involved.
- Review all transaction history: See every payment tied to the appointment, so you never miss a detail.
- Coupon codes and discounts visible: Know exactly what discounts were applied and how they affect balances.
- Collect payments right from the appointment view: Charge cards or record manual payments on the spot.
🛠️ How to Use It
- Step 1: Click on any appointment in your calendar to open its details.
- Step 2: Select the Payments Tab within the appointment window.
- Step 3: Review all payment information including amounts paid, outstanding balance, discount codes, and transaction history.
- Step 4: If there’s money still owed, click Collect Payment to charge a card or enter a manual payment right then and there.
💡 Pro Tip
Using this feature helps you get paid faster by making it simple to spot and collect outstanding balances during your appointment follow-up, improving your cash flow without extra hassle.
