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Collect Payments with Recurring Appointments (Booking Widget)

TABLE OF CONTENTS Payment Options for Recurring Appointment How to Set This Up Recurring appointments are appointments that repeat according to a set…

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TABLE OF CONTENTS

Recurring appointments are appointments that repeat according to a set schedule, such as daily, weekly, or monthly.

Payment Options for Recurring Appointment

You can accept payments for recurring appointments on the booking widget with two options:

  1. Collect Payment for First Appointment Only
    • The payment is collected for the initial appointment only. For example, if you have 3 recurring appointments and the price is $50 per appointment, you will collect $50 at the time of booking. Subsequent payments for the remaining appointments will need to be collected manually.
  2. Collect Payment for All Appointments
    • The total amount is collected at the time of booking, covering all appointments in the series. For example, for 3 recurring appointments at $50 each, a total of $150 is collected upfront. However, the final amount charged may vary depending on how many appointments are actually booked. This could change based on your availability and the settings you’ve configured for handling unavailability.

Note: Recurring Calendars do not support partial payments.

How to Set This Up

1. Go to Calendar Settings:

  • Navigate to Calendar Settings and select the calendar you wish to configure.

2. Ensure Recurring Meetings and Payment Provider Are Set Up:

  • Make sure Recurring Meetings are enabled (go to Calendar > Availability Tab) and your payment provider is integrated (check Payments Module > Integration).
How to Set This Up (image 1 of 3) What this shows Make sure Recurring Meetings are enabled (go to Calendar > Availability Tab) and your payment provider is integrated (check Payments… What this shows Illustrates the "How to Set This Up" section of "Collect Payments with Recurring Appointments (Booking Widget)". This screenshot appears in the "How to Set This Up" section of "Collect Payments with Recurring Appointments (Booking Widget)". The text alongside this image reads: Make sure Recurring Meetings are enabled (go to Calendar > Availability Tab) and your payment provider is integrated (check Payments Module > Integration). The navigation path used here is Calendar > Availability Tab. Immediately after, the guide continues: In the selected calendar, go to the Forms and Payments tab. Under Accept Payments, if recurring appointments are enabled, you will see options to Collect Payment for First Appointment Only or Collect Payment for All Appointments. Choose…. Path: Calendar > Availability TabImage 1 of 3 What this coversMake sure Recurring Meetings are enabled (go to Calendar > Availability Tab) and your payment provider is integrated (check Payments Module > Integration).
Buttons and menus referenced 1. Go to Calendar SettingsCalendar SettingsRecurring MeetingsCalendar > Availability TabPayments Module > Integration3. Configure Payment OptionsForms and PaymentsAccept PaymentsCollect Payment for All AppointmentsSave
Next stepIn the selected calendar, go to the Forms and Payments tab. Under Accept Payments, if recurring appointments are enabled, you will see options to Collect Payment for First Appointment Only or Collect Payment for All Appointments. Choose your preferred option and click Save.
All 3 steps in this procedure
  1. In the selected calendar, go to the Forms and Payments tab.
  2. Under Accept Payments, if recurring appointments are enabled, you will see options to Collect Payment for First Appointment Only or Collect Payment for All Appointments.
  3. Choose your preferred option and click Save.

3. Configure Payment Options:

  • In the selected calendar, go to the Forms and Payments tab.
  • Under Accept Payments, if recurring appointments are enabled, you will see options to Collect Payment for First Appointment Only or Collect Payment for All Appointments.
  • Choose your preferred option and click Save.
How to Set This Up (image 2 of 3) What this shows In the selected calendar, go to the Forms and Payments tab. What this shows Illustrates the "How to Set This Up" section of "Collect Payments with Recurring Appointments (Booking Widget)". This screenshot appears in the "How to Set This Up" section of "Collect Payments with Recurring Appointments (Booking Widget)". The text alongside this image reads: In the selected calendar, go to the Forms and Payments tab. Under Accept Payments, if recurring appointments are enabled, you will see options to Collect Payment for First Appointment Only or Collect Payment for All Appointments. Choose your preferred option and click Save. Immediately after, the guide continues: With these settings, payments for recurring appointments will be handled according to your selected option. Image 2 of 3 What to chooseIn the selected calendar, go to the Forms and Payments tab. Under Accept Payments, if recurring appointments are enabled, you will see options to Collect Payment for First Appointment Only or Collect Payment for All Appointments. Choose your preferred option and click Save.
Buttons and menus referenced 1. Go to Calendar SettingsCalendar SettingsRecurring MeetingsCalendar > Availability TabPayments Module > Integration3. Configure Payment OptionsForms and PaymentsAccept PaymentsCollect Payment for All AppointmentsSave
Next stepWith these settings, payments for recurring appointments will be handled according to your selected option.
All 3 steps in this procedure
  1. In the selected calendar, go to the Forms and Payments tab.
  2. Under Accept Payments, if recurring appointments are enabled, you will see options to Collect Payment for First Appointment Only or Collect Payment for All Appointments.
  3. Choose your preferred option and click Save.
How to Set This Up (image 3 of 3) What this shows In the selected calendar, go to the Forms and Payments tab. What this shows Illustrates the "How to Set This Up" section of "Collect Payments with Recurring Appointments (Booking Widget)". This screenshot appears in the "How to Set This Up" section of "Collect Payments with Recurring Appointments (Booking Widget)". The text alongside this image reads: In the selected calendar, go to the Forms and Payments tab. Under Accept Payments, if recurring appointments are enabled, you will see options to Collect Payment for First Appointment Only or Collect Payment for All Appointments. Choose your preferred option and click Save. Immediately after, the guide continues: With these settings, payments for recurring appointments will be handled according to your selected option. Image 3 of 3 What to chooseIn the selected calendar, go to the Forms and Payments tab. Under Accept Payments, if recurring appointments are enabled, you will see options to Collect Payment for First Appointment Only or Collect Payment for All Appointments. Choose your preferred option and click Save.
Buttons and menus referenced 1. Go to Calendar SettingsCalendar SettingsRecurring MeetingsCalendar > Availability TabPayments Module > Integration3. Configure Payment OptionsForms and PaymentsAccept PaymentsCollect Payment for All AppointmentsSave
Next stepWith these settings, payments for recurring appointments will be handled according to your selected option.
All 3 steps in this procedure
  1. In the selected calendar, go to the Forms and Payments tab.
  2. Under Accept Payments, if recurring appointments are enabled, you will see options to Collect Payment for First Appointment Only or Collect Payment for All Appointments.
  3. Choose your preferred option and click Save.

With these settings, payments for recurring appointments will be handled according to your selected option.

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