Send payment request email and update client record

Your client bookings lack a payment link, forcing schedulers to chase payments and delaying confirmations. Get payment requests emailed and records updated so appointments confirm same day.

Send payment request email and update client record

Overview

Eliminate manual payment outreach and free schedulers from chasing clients by automating the payment request and record update. Staff trigger a single button and the client receives a practitioner-specific payment link, with the client row marked as sent the same day.

Send payment request email and update client record