Booking Customers into Sessions Using QuickPay

You can book customers into classes, appointments, or courses using several payment methods. This guide will walk you through the process of booking customers into a session using QuickPay.

Prerequisites

• Ensure QuickPay is enabled as a payment method for the class, appointment, or course.

• Set up QuickPay while creating or editing the class schedule, appointment, or course.

Steps to Book a Customer Using QuickPay

1. Navigate to the calendar and click on the session you want to book the customer into.

2. Click on Book Customer and select the customer.

3. You will see three options:

   • Charge with Credits

   • QuickPay

   • Charge Later

4. Select QuickPay and click on Book using QuickPay.

5. Select the payment method:

   • If a card is saved, it will appear in the drop-down along with other enabled payment methods under General Settings.

   • You can choose to redeem a gift card if the customer has an active one.

   • Optionally, apply a discount by selecting a pre-created discount code or adding a custom percentage or amount.

6. Once all selections are made, click on Charge to complete the booking.

Additional Information

After booking, you can view the payment details against the customer directly on the calendar for reference.