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Charge a client

Pay now, pay after the session or bill later. Send a pay link, or mark cash and FPS as paid.

  1. Step 1: Choose when they pay

    When you book, How they pay sets the timing: Pay before the session sends a link now, Pay after the session sends it after, and Bill later (on invoice) saves it for an invoice.

    How they pay options on the booking form

    Tip: Bill later sessions are invoiced on your billing cycle, or whenever you click Bill now.

  2. Step 2: Open the booking

    On Overview, click the date of the session under Next sessions.

    Next sessions list with a booking date highlighted
  3. Step 3: Send the pay link

    Under Share with your client, copy the Pay link, or use Send pay reminder to send it by email, SMS or WhatsApp.

    Share with your client card with the pay link and Send pay reminder buttons
  4. Step 4: Your client pays by card

    The link opens a simple pay page. Clients can also see your pay-directly instructions there if you accept them.

    Pay page with the session amount and Pay button
  5. Step 5: Paid in cash or FPS?

    On the booking, under Paid outside Appty?, choose the Method and amount, then click Record offline payment.

    Paid outside Appty card with FPS selected and the Record offline payment button

    Tip: Offline payments carry no Appty fee, and your client gets a thank-you receipt by email.

  6. Step 6: See it marked paid

    Every payment, card or offline, is listed on Payments. Overview also shows the session as paid.

    Payments list showing an offline FPS payment

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