Let's say, a customer would like to book recurring weekly lessons over 4 weeks but prefers not to pay upfront for all 4 lessons. Staff can schedule the system to automatically charge the customer's credit card on file before each session begins.
Staff can schedule automatic payments for rentals, lessons, classes and camps, and this must be manually set on the Admin side.
The system will automatically process payment before the session starts, based on your facility’s cancellation policy. For example: If your cancellation policy is set as 24 hours, the system will automatically charge the customer's credit card 24 hours before the lesson's start time.
How to schedule an automatic payment:
In the Calendar view, click on the booking tile.
Select the Manage Participants & Payments (second) icon
If the customer has not yet been added to the booking, type their name in the Customer field and select their profile when it appears.
If the customer is already added to the session but has not yet paid, click the 3 dots menu icon next to their name and select Collect Payment.
To schedule automatic payments for all listed sessions in the booking series, select the Bookings button next to Quick Add. If you only want to schedule automatic payments for certain sessions, then click the Add (+) button next to each listed session, otherwise click Select All.
Click the Next button to proceed.
On the Summary page, you can update the Total if needed. Otherwise, click the Proceed to Payment button.
On the Make Payment panel, select the Credit Card on file as the Payment Method
Click the down arrow directly to the right of Pay & Apply changes, and select Schedule Payment
Click the Schedule Payment button to confirm
The customer must have a credit card on file, and you must select Credit Card as the payment method, in order to be able to schedule a payment
