How do I send a payment link

To send a payment link, you must first integrate with our payment partner for your area. Once integrated, you can send payment links in the following ways:

Payment Before the Session (Paid in Advance):

• Set the service as “Paid in Advance of Session” under the pricing tab when creating or editing a service.
• When you schedule an appointment for a client with a service marked “Paid in Advance,” a payment link will be sent automatically at the time of booking.
• If the client has not paid by the session date, you can resend the payment link using the Mark Session Complete flow and selecting “Online Payment.”
• The payment link will be sent to the client’s email and any linked contacts marked to receive email notifications.

Payment After the Session (Paid at Session Completion):

• Set the service as “Paid at Session Completion” under the pricing tab.
• When you mark the session complete, select the “Online Payment” option to send a payment link.
• Be sure to click “Request Payment” to send the payment link. If “Save & Review” is selected, nothing will be sent to the client.
• The payment link will be sent to the client’s email and any linked contacts marked to receive email notifications.

“New” Invoice Creation:

• Create a “New” invoice in the billing section and select the “Online Payment” option to send a payment link.
• Be sure to click “Request Payment” to send the payment link. If “Save & Review” is selected, nothing will be sent to the client.
• The payment link will be sent to the client’s email and any linked contacts marked to receive email notifications.

Resending a Payment Link in Billing:

• To resend a payment link, go to the billing section, select the invoice for which you want to resend the payment link (the payment type must be Online), and click the “Mail” option.
• The payment link will be sent to the client’s email, any linked contacts marked to receive email notifications, and any additional emails added during the mail process.

These methods ensure flexibility in how and when payment links are sent to your clients.