Make sure STATUS requires CC

Set up a calendar appointment with a client

Ensure the Status field has “Requires Credit Card” selected

Tap SEND

Your client taps the appointment link sent to them and adds a credit card to confirm

Tap “Transact” on appointment

Once the appointment time arrives tap the TRANSACT button on the appointment in PocketSuite

Choose Complete & Charge to charge your client’s card the agreed upon appointment price

Payment gets direct deposited into your checking account in 1-2 business days