In this article, we’ll guide you through sending a payment link to clients directly from the calendar.
Sometimes, you may need to send payment links to clients after an appointment has already been booked. With the payment link functionality in the calendar, you can easily request payments from clients.
Step 1: Navigate to the Calendar
Log into your Pabau account and navigate to the Calendar where you manage your appointments.
Step 2: Locate the Appointment
Find the appointment for which you wish to send a payment link. Click on the appointment to open the appointment details.
Step 3: Send Payment Link
In the appointment context menu, look for the "Send payment link" button in the bottom left corner. Click this button to initiate the payment request.
Step 4: Client Receives the Payment Link
Once you click the button, an email containing the payment link will be sent to the client. This link directs them to the client portal, where they can complete their payment.
The amount requested from the client depends on whether the Express Booking functionality is enabled in your Payment Policy setup.
If enabled, it will be based on the percentage set in the Initial Balance Due configuration, which determines the upfront payment amount.
If you do not have the Express Booking functionality enabled and you click on the "Send Payment Link" button, the full amount will be requested from the client by default.
NOTE: You can only send a payment link from the calendar once per appointment.
By following these steps, you can seamlessly request payments from clients directly through the calendar, helping streamline the payment process post-booking.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.