Appointment
Tap “+” from your Schedule tab
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
How to get paid…
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
Yup! It’s that easy.
If you want to watch more of your client’s experience, check out the below…
