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Book & Pay Later

What It Does​

Book & Pay Later lets a clinic give clients a choice at booking: pay now, or pay later, for a chargeable service. If the client picks pay later, the service's cost is posted to their account balance instead of being charged immediately, and the appointment is flagged "Unpaid — $X owed" so staff can see and collect it.

Who uses it: owners (enable the option) and clients (choose pay-now or pay-later when booking); front desk sees the unpaid flag and collects the balance later.

How It Works​

  1. Enable — in Settings → Client Apps → Payments, turn on the pay-later option.
  2. Book — when a client books a chargeable service, they can choose pay now (charged as usual) or pay later.
  3. Pay later — the cost is posted to the client's account balance as a booking charge, and the appointment is marked with the amount owed.
  4. Collect — the appointment shows "Unpaid — $X owed"; staff settle it later from the client's balance (card on file, invoice, or mark paid) like any other charge.

FAQ​

  • Can clients book without paying up front? Yes, if the clinic enables pay-later — the cost goes to their account balance and the appointment shows what's owed.
  • Where do I turn it on? Settings → Client Apps → Payments.
  • How do we collect the money? The appointment is flagged Unpaid — $X owed; settle it from the client's balance (card on file, invoice, or mark paid).