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Can I collect payments without creating appointments?
Can I collect payments without creating appointments?

Check out this article to learn how to send messages with a payment link to your clients.

Jocelle avatar
Written by Jocelle
Updated over 5 months ago

Are you looking for an easy way to send payment links to your clients without having to create appointments? You can send payment links in a few clicks through the Messaging tab.

To send a one-off message with a payment link:

  1. Go to the Messaging tab.

    1. To message a new customer, click the orange Create Customer button. From the new customer's profile, click the "Message" button.

    2. To message an existing customer, enter your customer's name, email address, or phone number in the search box.

  2. On the chat widget, click the "Add Pay Link" button. The "Add Pay Link" button allows you to create a unique payment link a client can use to pay you a deposit, or any other type of charge.

    Image #1

  3. In the "Create a Payment Request" pop-up, you can enter a price and an Invoice Label. Click Save That says payment request created we've added the link to your message Click the send button to the link to send the link to your customer.

    0:45

    So what it's done is it's added this text This is a real Payment link so you would click send and The customer gets the link a

  4. Click Save.

  5. Once you have created the payment link, it will automatically be inserted into the chat message box. You also have the option to edit the chat message to say whatever you want before sending it.

    Image #2

  6. Then click "Send" to send the message to your client.

And that's it! Your client will receive the message with a payment link and make a deposit or pay for any other charges in one click.

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