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payments with bookings

  • December 30, 2024
  • 1 reply
  • 18 views
Z

iwant to create a booking form and right after user create this booking user will see the payment options and user cannot book a session withoiut payment is it possable..?

Best answer by Matthew Eriksen

Sure is! Here’s how to do it:

  1. From menu navigation click on Clients > Lead Form
  2. Create new lead form either from template or blank
  3. Once inside, click plus (+) button
  4. Add applicable Action blocks like:
    • Services
    • Scheduler
    • Invoice & Pay ​​​​​​
  5. So long as you have an Inv/Pay page they’ll need to submit payment to finalize booking; it won’t block anything off on your calendar until that payment is submitted

Does this answer your question?

    1 reply

    Matthew Eriksen
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    • Matthew Eriksen
    • Community Legend
    • Answer
    • December 30, 2024

    Sure is! Here’s how to do it:

    1. From menu navigation click on Clients > Lead Form
    2. Create new lead form either from template or blank
    3. Once inside, click plus (+) button
    4. Add applicable Action blocks like:
      • Services
      • Scheduler
      • Invoice & Pay ​​​​​​
    5. So long as you have an Inv/Pay page they’ll need to submit payment to finalize booking; it won’t block anything off on your calendar until that payment is submitted

    Does this answer your question?

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