thread Re: payment prior to client visit in Archived Discussions (Read Only)

payment prior to client visit

simonburdeaux — Wed, 03 Feb 2021 15:30:27 GMT

If I schedule a session for a client and they don't have a card on file. Is there any way to automatically charge them prior to their visit?

Re: payment prior to client visit

nika — Thu, 04 Feb 2021 16:30:47 GMT

Hi @simonburdeaux! Thanks for your question and congrats on your first post in the Seller Community!

The only way you'd be able to charge them prior to their visit without a card on file is by using an invoice. But you'd want to make sure that you're not doubling up on payments when you're checking them out through your Appointments app.

I think the best and safest way to charge prior to a visit is to try and get a card on file so that you can create a prepaid appointment.

Let me know if you have other questions about this set up!

Re: payment prior to client visit

simonburdeaux — Fri, 05 Feb 2021 03:30:12 GMT

Thank you so much! This is super helpful!