Setting up payment processing is essential for streamlining your service transactions. By configuring the appropriate settings in your service calendar, you can ensure that your appointments are integrated with payment collection. This guide will walk you through the steps to enable payments in your calendar, view upcoming payments on the mobile app, and efficiently record transactions.

To ensure that payment processing is properly set up, navigate to the Calendar Settings section of the web platform, then edit your service calendar.

Enable the “Accept Payments” toggle located under the Forms and Payments section. Be sure to set the Payment Mode to “Live” before saving your settings!

Once configured, the event will appear in the Calendars section of your mobile app every time a customer books an appointment.

Open the app, ensuring the correct account is selected, and tap on the event.

You will see the amount due for the service, along with options to “View Invoice” and “Record Payment.” Selecting “View Invoice” allows you to open and edit the invoice, while choosing “Record Payment” will bring up the payment options.

Select your preferred method to complete the transaction, and you’re all set!

By following these steps, you’ve successfully enabled payment processing within your service calendar. This not only simplifies your workflow but also enhances the customer experience by offering convenient payment options directly through the mobile app. Stay on top of your appointments and payments with ease, ensuring your business runs smoothly and efficiently.

Frequently Asked Questions #

How do I enable payments for service appointments? #

In the web platform, go to Calendar Settings, edit your service calendar, and enable the “Accept Payments” toggle under the Forms and Payments section.

What payment mode should I set? #

Be sure to set the Payment Mode to “Live” before saving your settings so that real payments can be collected.

Where do appointments with payments appear in the mobile app? #

Once configured, each booked appointment appears in the Calendars section of your mobile app, where you can tap the event to view payment details.

What options are available when I tap an event? #

You will see the amount due along with “View Invoice,” which lets you open and edit the invoice, and “Record Payment,” which brings up the payment options.

How do I complete the payment? #

Select “Record Payment,” choose your preferred payment method, and complete the transaction directly from the mobile app.

Do I need to select a specific account first? #

Yes. When you open the app, make sure the correct account is selected before tapping the event to record a payment.