Payments Tab in Calendars

TABLE OF CONTENTS

• Overview
• Key Features
  • 1. Payment Summary
  • 2. Attendee-Wise Payment Details
  • 3. Transaction History
  • 4. Collecting Remaining Payments
• How Payments Work Behind the Scenes
• Special Notes

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.

Overview

The Payments Tab in the Appointment Modal allows you to manage all payment-related details for an appointment in one place. You can track the amount paid, remaining balance, attendee-wise payment breakdown, transactions, and collect pending payments if needed.

Key Features

1. Payment Summary

• Amount Paid: Total amount already collected for the appointment.

• Remaining Balance: Pending payment that still needs to be collected.

• Total Amount: Overall cost of the appointment after discounts/coupons.

2. Attendee-Wise Payment Details

• See payments at the individual attendee level (Booker + Guests).

• Each attendee’s status is shown clearly:

  • Paid: Full payment received.

  • Partially Paid: Some amount still pending.

  • Remaining: Outstanding balance to be collected.

3. Transaction History

• View a list of all transactions associated with the appointment.

4. Collecting Remaining Payments

• If a balance is due, you’ll see a Collect Payment button.

• Options include:

  • Charge a Card – Process credit/debit card payments directly.

  • Record Manually – Mark payments collected outside the system (cash, check, etc.).

How Payments Work Behind the Scenes

• When payments are enabled for a calendar, an associated product is automatically created (visible in the Products Tab) with a Calendar tag.

• These calendar-linked products cannot be deleted directly from the Products Tab.

• When an appointment is booked, an order is automatically created (visible in the Orders Tab). You don’t need to manage orders separately; everything can be handled directly from the appointment modal.

Impo Notes

• The Payments Tab is supported for all calendars, except:

  • Appointments booked via older Service Menu (v1).

  • Custom recurring appointments booked directly via the in-app modal.

• If a booking includes multiple guests, only one order is created for the full group.

• If you edit an appointment and add guests (with "Collect Payment for Guest" enabled), a new order is created each time you save changes.