Deposit collection for manually booked appointemnts.
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Jamil Truth
Many of my clients book people over the phone. it would be nice to be able to charge a deposit or partial payment from lead connect. either a button to send them a payment link where they input their card info and it charges them a fee. Or a way to send a link where the customer can enter their card info to save to the contact.
Booking Koala does this and it works really well. You can select a contact or booking and have the ability to choose send card link and it automatically sends a link where the customer can enter their card info. Safe secure and if they don't want to say it over the phone its easy.
This is such a big issuer especially when a large part of the clients that use GHL are service based businesses. Many of them book their customers over the phone. So if they can have the ability to easily send a link to their customers to charge them a partial payment, a deposit fee, or just to simply enter the card info so it links to the contact it would be a monumental improvement.
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Jamil Truth
The goal is for a lead connector user thats one of our clients to book someone in and then press a button to send them a deposit link while booking or even after booking them in they can tap the appointment and tap send deposit link. Which would text a link to charge the customer a partial payment whether its percentage or whatever the service is set to.
This would be amazing if it can be automated through workflow automations as well. so when a user creates a service booking it auto sends a deposit link.
If deposit link is not do able then a card on file link which all it does is collect teh customers card to put on file and we can manually charge them then right from the appointment.
The issue now is when manually doing it using other methods like documents or separate charges it doesn't get pulled from the appointment total. This would need to be part of the calendar system.