new
improved
Calendar
Payments Tab in Appointment Modal
We are excited to announce that we have added a new
Payments Tab
inside the Appointment Modal. This gives you a complete view of all payment-related details for each appointment.What’s New
- View amount paid, remaining balance, and total amount
- See attendee-level payment summaries
- Review all transactionstied to the appointment
- Check which coupon codeswere applied and the discount amount
- Collectremainingpaymentsdirectly through the modal
---
How to Use
- Click on any appointment to open the appointment modal.
- Go to the Payments Tabin the Appointment Modal.
- Review payment details including balances, history, and discounts.
- If there’s a balance due, click Collect Paymentto either: Charge a card, or Record a manual payment
Note:
This feature is currently available via Labs
. Go to Agency Settings > Labs > Sub accounts
and enable Payments Tab in Appointments + Coupon Codes
for your sub accounts. ---
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 supportedfor appointments of all calendar types,exceptappointments booked viaService Menu (v1)andcustom recurring appointmentscreated directly through the in-app modal
- When payments are enabled for a calendar, an associated productisautomatically created(visible in the Products Tab) with aCalendar tag.
