Manage payment policies for appointments awaiting confirmation
Learn how to manage payment policies for appointments awaiting confirmation.
- Open an existing appointment with a payment policy from your calendar.
- In the right panel of the appointment view, select Actions (three dots) under Payment policy and select one of the following:
- Send reminder: Remind your client to pay their deposit or confirm their appointment with a card.
- Show policy: View the details of the policy accepted by the client.
- Edit policy: Make updates to the appointment payment policy.
- Remove policy: Remove the current payment policy for a client.
FAQs
If a deposit has already been collected, the payment policy remains in place, and the remaining balance updates automatically. If deposit has not yet been collected and the service cost changes, the client needs to reconfirm their appointment and agree to the updated upfront amount.
