Getting paid
Choose how clients pay
Take full payment when clients book, a deposit with the balance later, payment after the appointment, or nothing at all.
Each service has its own Payment Mode. To set it, go to Services, select New service or edit an existing one, and choose a payment mode.
| Payment mode | What the client sees when booking |
|---|---|
| Prepay | "You'll be charged [price] now." |
| Deposit | "Deposit of [deposit] now — balance of [balance] due later." |
| Postpay | "Pay [price] later — no payment required now." |
| Free (no payment) | "This service is free — no payment required." |
Prepay and Deposit need a connected Stripe account. Until then, only Postpay and Free are available. See Connect Stripe.
Deposits
Choose Deposit and enter a Deposit Amount. Clients pay only the deposit when they book; the rest of the price is still owed. You can collect the balance in three ways:
- Automatically by email. Turn on Auto-collect remaining balance on completion. When the booking is marked completed, the client is emailed a secure link to pay what's left. Bookings are marked completed when you select Mark as completed, or automatically 24 hours after they start. Nothing is charged until the client pays through the link.
- By sending a link yourself. Open the booking's actions menu and choose Charge remaining balance owed. The client is emailed a secure link to pay online.
- In person. Choose Mark balance as paid and record the amount and how they paid.
Payment after the appointment
With Postpay, nothing is taken when the client books. Afterwards, open the booking's actions menu and either:
- choose Charge remaining balance owed to email the client a secure payment link, or
- choose Mark as paid if they paid you in person, and record the amount and the method: Cash, E-transfer, Cheque or Other.
Approve bookings before they're confirmed
To check each request first, open the service's Booking rules and turn on Require manual approval for bookings. Requests then wait for you to Approve request or Decline request, and the client isn't charged anything until you approve. For Prepay and Deposit services, the client is asked to pay once you've approved.