How do I do a post-pay appointment?

There may be a scenario when a client has not paid for their appointment prior to their appointment. For example, you may auto-confirm an appointment for a new client and they have not added any payment details yet. If this occurs, you can collect payment, post-appointment. Alternatively, a client may have their card on file but they have insufficient funds or it has been declined. 

In any of the above scenarios, you can take a post-payment by following these steps:

1. Click the APPOINTMENTS tab in your menu bar
2. Click the $ symbol
   
   
3. Click on the appointment you wish to make a payment for and a payment widget will pop up
4. Click the red Pay $XXX.XX button
   
   
5. Enter the credit card details and click the Pay $XXX.XX button
   
   
6. Payment is complete

A client can add their credit card details at any time in their portal by following these steps:

1. Log in to their account
2. Click SETTINGS
3. Click PAYMENTS AND CLAIMS
4. Click ADD PAYMENT METHOD
   
   
   
5. Add credit card details
6. Click CONFIRM
   
   
   

If the client has a saved card on file, all appointments moving forward will be prepaid 24-hours prior to the appointment.