To start collecting payments, you should complete a few short settings:
Navigate to Settings>Payments and set your Merchant Account:
This is done using Braintree/Paypal. Simply provide the email address for your Braintree/PayPal account. If you don’t have a Braintree/PayPal account, you can create one right from your account.
Make sure the Online Payments payment option is checked so your clients will be able to pay online.
- Add a direct payment action on your Client Portal widget. Click here to learn more.
You can also create a payment button that will be set with a specific amount and paid for a specific service. Click here for detailed instructions.
- Collect payments in advanced for scheduled services or appointments.
- Or go to Payments menu and send an invoice to your clients.
Funds we collect on your behalf, will be immediately transferred to your PayPal or bank account.
Watch the video below to learn more about setting up your Braintree/Paypal account & more: