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On the schedule

Take deposits & payments

Get paid (or a deposit) before you roll out. Card checkout on public links and Take payment in the app cut no-shows and awkward “pay later” chases.

Before you start

  1. Platform card on file — Settings → Billing (Add a card). This unlocks creating bookings, quotes, and invoices.
  2. Connect a processor — Settings → Merchants (Connect with Stripe / Connect with Square when enabled).
  3. Configure how customers can pay — Settings → Payments: Tenders (card online optional/required, offline methods), Fees, and Taxes.

The payment flow

Watch — Payments settings, then open an invoice to take payment

1. Connect payments

Step 1

Payments settings for processors and fees

Step 1 — Payments settings for processors and fees

Finish Merchants + Payments so public checkout and in-app Take payment match how you actually collect money.

2. Collect on an invoice

Step 2

Invoice detail where you collect card payment

Step 2 — Invoice detail where you collect card payment

From an invoice (or booking with a linked invoice), Take payment or send the public pay / invoice link.

Deposits on services

  1. Open a service under Services.
  2. Turn Deposit on and set the deposit rule (flat dollar deposits never exceed the service price).
  3. Public booking and provider booking show Due today when a deposit applies.

Take payment in the app

  1. Open the booking or invoice → Take payment.
  2. Confirm totals (server-calculated), apply promo/sale when offered.
  3. Charge card or Record payment for an offline tender.
  4. Send Send payment reminder from the invoice when a balance remains.

Customer pays remotely

  1. Send the booking/invoice public link (or they use Pay my bill on your site).
  2. They complete card checkout on your branded pay page.
  3. Status updates in Invoices / Bookings when the charge succeeds (processor webhooks — not the success redirect alone).

Tips

  • The platform fee applies when a customer payment posts (first payment per invoice / transaction rules) — not on unpaid drafts.
  • Card-on-file is required before booking and billing create flows unlock; Connect `charges_enabled` is required before charging customers.
  • Offline tenders (cash, Venmo, Zelle, …) are configured under Payments → Tenders.
  • Platform invoices (your $1 / transaction bill) live under Settings → Billing — separate from customer invoices.
  • Deep dive on money documents: Invoices.

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