Collect Partial Payments On Calendar Bookings

Collect Partial Payments On Calendar Bookings

Software Updates

April 22, 2024 ● 2 min read

Collect Partial Payments On Calendar Bookings
A small law firm offers tax counseling services. With the Partial Payment Booking feature, they can request a partial payment of $20 for a $100 session, allowing clients to secure their appointment with ease while ensuring the firm’s revenue stream remains consistent.
Collect Partial Payments On Calendar Bookings: This feature enables businesses to request partial payments for appointments, providing flexibility in payment collection while booking, enhancing convenience for both businesses and clients.

⭐️ Why Does It Matter To Your Business?

  • Flexible payment options: Businesses can request partial payments, allowing clients to secure appointments with a portion of the total cost upfront.

  • Improved cash flow: Businesses can collect deposits in advance, ensuring revenue stability while accommodating varying payment preferences.

  • Enhanced transparency: Clients are informed upfront about the partial payment requirement, fostering trust and clarity in the booking process.

⭐️ How To Use Collect Partial Payments On Calendar Bookings:

  1. Go to “Settings” in your account.

  2. Access the “Calendar” tab from the left navigation menu and click on “Create Calendar” or edit an existing one by clicking on three dots.

  3. Enable the “Accept Payments” toggle for the calendar from Calendar Settings > Forms & Payments section.

  4. First specify the total amount for your service or appointment and select the desired currency and then check the “Accept Partial Payment” box. Choose whether to add a “Flat Amount or a percentage” and then add the “Deposit Amount” and click on “Save” Button.

  5. View the partial payments on your calendar.

  6. Under “Payment” tab click on Transaction

  7. View the amount charged during booking (Deposit Amount).

  8. The pending amount to be collected from the booker (Total Amount – Deposit Amount). The invoice status remains in draft, and you are required to manually collect the pending amount.

The Partial Payment Booking feature within the CRM streamlines appointment booking by offering flexible payment options, facilitating smoother transactions, and enhancing client satisfactio

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