BookedIN Online Scheduling Software - Frequently Asked Questions

Required up-front payments

You can add a required payment to any of your public services. Clients will be forced to pay a full or partial deposit payment online to secure their appointment time. This is a VERY popular feature with BookedIN and is handy for reducing no-shows. ;)
 
What clients see:
  • Clients pick an appointment time/date on your public Online Booking Page
  • Up-front fee is listed on the booking form

  • Client fills in booking form, then clicks Book It
  • Payment screen appears: client can pay via major credit card (Amex, Visa, Mastercard, Discover) debit, or PayPal.
  • When payment is complete, client receives booking confirmation email
  • You receive 2 emails: new booking notification & payment received
NOTE: If client does not complete payment, the appointment is not confirmed. The pending payment box in your calendar will disappear and the time slot will get freed up for someone else to book. 
 
Now here's how to set things up! Setup can be performed on the web or mobile apps. 
 
Web App Instructions
 
1. Connect BookedIN to PayPal 
Follow these steps to connect your PayPal to BookedIN.
 
2. Add required up-front payment to each service

  • On the edit screen, click to expand the Payment Options (see below)
  • Check off Pay up-front (public only) 
  • Check off full payment, or deposit
  • Check or un-check the Refund automatically if booking is cancelled as you see fit. Regardless of this setting, you'll still be able to perform refunds in your client payment history within BookedIN.
  • Optional: check Pay Later if you want any balance owing to be collected via client confirmation/reminder emails
  • Ensure the total price of your service is correct
  • Save
  • Repeat for other services (if desired)
 
Mobile App Instructions
 
1. Connect BookedIN to PayPal 
Follow these steps to connect your PayPal to BookedIN.
 
2. Add required up-front payment to each service
  • Launch Android or iPhone app
  • Tap the settings menu
  • Tap Services

  • Tap on your service name (ex. Family Photo Session), then tap Payment Options
  • Turn on Pay up front (public only), then type in the payment amount (equal or lower than the full price of the service)
  • Optional step: If you are only collecting a deposit payment up front (ex. $20 required up front for a $100 service) you can also turn on the Pay later setting. This will add a big "PAY NOW" button to the client emails, allowing them to pay the outstanding balance any time. This is also great if you sometimes book the clients in yourself via the private scheduler. 
  • Repeat for any other services if desired
NOTE: to edit your "auto-refund if cancelled" setting, please sign in via the web app.

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