PhotoBiz Scheduler allows you to book appointments online through your website and manage payments, including deposits. This guide will walk you through the steps to set up deposit payments using your scheduler.
PRO TIP!
After a client completes their booking, you can easily send an invoice for the remaining balance directly from your PhotoBiz control panel.
Learn More: How To Send an Invoice for the remaining balance due
STEP ONE
Log into your PhotoBiz account and click on SCHEDULER in the left side menu.
STEP TWO
Click on the SERVICES option at the top of your Scheduler control panel.
STEP THREE
Create a new service or select an existing one if you’re adding options to a service you’ve already set up.
STEP FOUR
Set the Scheduler Service Amount to $0.00. The total amount will be controlled by the sub-options you add in the next steps.
Important Note: To keep your pricing hidden until it exceeds $0.00, adjust the ECommerce General Settings.
STEP FIVE
Click on the OPTIONS button in the list of scheduler service options, then click on NEW OPTION to create your first scheduler service option.
STEP SIX
The system will create an "Untitled" category. Click the pencil icon next to "Untitled" and rename it to Payment Options.
STEP SEVEN
Enter your SUB-OPTION NAME (e.g., "Pay Deposit") and specify the Additional Price for the deposit amount. Click on Add Sub-Option to apply this option to your scheduler service.
FINAL STEP
Click on the Go Back button and add a second option to allow clients to pay for the session in full and include the full session price.
EXAMPLE:
Once you've set up your payment options, your scheduler service will include a dropdown menu for clients to select their preferred payment method before booking their session date and time.