We are excited to announce that we have added a new Payments Tab inside the Appointment Modal. This provides a comprehensive view of all payment-related details for each appointment.
What’s New
- View the amount paid, the remaining balance, and the total amount
- See attendee-level payment summaries
- Review all transactions tied to the appointment
- Check which coupon codes were applied and the discount amount
- Collect remaining payments directly through the modal
How to Use
- Click on any appointment to open the appointment modal.
- Go to the Payments Tab in the Appointment Modal.
- Review payment details, including balances, history, and discounts.
- If a balance is due, click ‘Collect Payment’ to either charge a card or record a manual payment.
Benefits
- Manage all payment actions without leaving the appointment view
- Quickly access payment history and discount details
- Collect outstanding balances in just a few clicks
Important Notes
- Payments tab is supported for appointments of all calendar types, except appointments booked via Service Menu (v1) and custom recurring appointments created directly through the in-app modal.
- When payments are enabled for a calendar, an associated product is automatically created(visible in the Products Tab) with a Calendar tag.
