Payments Tab in Appointment Modal

Modified on Wed, 27 Aug at 3:19 AM

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 transactions
tied to the appointment
Check which
coupon codes
were applied and the discount amount
Collect
remaining
payments
directly through the modal

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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 there’s a balance due, click
Collect Payment
to either: Charge a card, or Record a manual payment

Note:
 This feature is currently available via Labs
. Go to Account Settings > Labs > Accounts
 and enable Payments Tab in Appointments + Coupon Codes 
for your accounts.  

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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

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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.