Collect Payments for Recurring Appointments

Collect Payments for Recurring Appointments

November 15, 20241 min read

Recurring Appointments allow you to handle and record appointments that repeat more than once. However, we believe how you charge for your appointments should be up to you. That being said, we’re excited to announce a few changes to make this possible.

⭐️What Changes Can You Expect?

  • Payment Tab: There will now be a drop-down menu for you to select how the billing will work.

  • First Appointment: This will collect payment for only the first appointment with subsequent appointments requiring manual payment.

  • All Appointments: This option will collect payment upfront for all sessions, this total will apply to fully booked appointments based on availability settings.

⭐️How to Configure Payment Collection?

  1. Navigate to the Calendar Settings inside the Calendars Section.

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  2. Create or edit a calendar with Recurring Appointments enabled.

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  3. Under the Forms and Payments tab enable Accept Payments and fill in the Total Amount, which is the price for every appointment.

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  4. Select either collect payment for "First Appointment Only" or for "All Appointments" and click Save.

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This will offer you extra flexibility in payment collections for recurring appointments, allowing you to set them up to your convenience and offer more options to your customers.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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