Help CenterYou can initiate a purchase on behalf of your clients by sending them payment requests. This can be initiated from the purchase link (Package/Membership, Retail Product or Miscellaneous Charge) or during the booking flow (Drop-in or Package/Membership.
IMPORTANT:
- The payment request is only good for the client it was sent to.
- The link will only be good until payment is made. Once payment is made, any attempt to use the link again will be met with a message that the payment request has been completed.
- You can send multiple payment requests.
Generate a Payment Request from the Purchase Button
Search for your client to who you want to send the payment request on your Customers list and click the "Purchase" link.
Select the Package/Membership, Retail Product, or Miscellaneous Charge on the list and hit the "Purchase" button.
Note: For Miscellaneous Charges, you need to enter the title, description, and price before hitting the "Purchase" button. You can also make it taxable by turning on the taxable slider. The taxable slider will only be enabled if you've activated the Sales Tax feature for your business. Click here to learn more about Sales Tax.
Click the REQUEST PAYMENT link on the Make Purchase flow.
A message will appear confirming that your payment request has been sent. When done, click CLOSE.
Your client will receive a Payment Request email notification similar to the one below, with instructions on how to complete the payment. Your business will be copied on this email. Once payment has been completed, you'll receive an email confirmation and the purchase will show up on your Sales Report.
Generate a Payment Request from the Booking Flow for Classes
To send a payment request for a class, head over to your calendar. Click the class on your calendar and the "+ADD PARTICIPANT" button.
Click "+add to session" beside your client's name.
Select the payment type. Either the Drop-In Price (shown in the top payment section) or the Package on the list. In this example, I selected drop-in.
On the Make Purchase flow, you'll see the details of the booking. Click the REQUEST PAYMENT link.
A preview of the Payment Request notification for the booking will be presented to you. Click the SEND REQUEST button. In case you accidentally clicked the wrong session on your calendar or the wrong item from the list, click CANCEL and repeat the steps above.
Your client will receive a Payment Request email notification for the session, with instructions on how to complete the payment and booking. Your business will be copied on this email. Once payment has been completed, you'll receive 2 emails: an email confirmation regarding the purchase and a booking confirmation email regarding the session. The purchase and the booked session will show up on your Sales and Bookings Report.
Generate a Payment Request from the Booking Flow for Appointments
To send a payment request for appointments, head over to your calendar. Click a date on your calendar or the SCHEDULING button on the left.
You'll be directed to the "Create Session" section. Click SELECT A CUSTOMER.
Click the "+add to appointment" link beside your client's name.
In the next section, select the service, professional, facility, and time. You can also select a different date on the calendar on the right and click the arrow at the top right of the calendar to forward on the calendar.
Select the payment type. Either the Drop-In Price (shown at the top payment section), or the Package on the list. In this example, I selected a package.
On the Make Purchase flow, you'll see the details of the booking. Click the REQUEST PAYMENT link.
A preview of the Payment Request notification for the booking will be presented to you. Click the SEND REQUEST button. In case you accidentally clicked the wrong session on your calendar or the wrong item from the list, click CANCEL and repeat the steps above.
A message will appear confirming that your payment request has been sent. When done, click CLOSE.
Your client will receive a Payment Request email notification for the session, with instructions on how to complete the payment and booking. Your business will be copied on this email. Once payment has been completed, you'll receive 2 emails: an email confirmation regarding the purchase and a booking confirmation email regarding the session. The purchase and the booked session will show up on your Sales and Bookings Report.
That's about it! Any questions? Chat with us or send us an email to support@fitli.com.