How do I set up payment reminders to clients?

Automatic payment reminders can only be set up if you are connected to Stripe or Square. You can schedule email reminders up to two weeks before the payment is due.

If you are not connected to Stripe or Square, you can request payments manually.

To set up payment reminders, navigate to your Inbox, select an event request, and click on your ‘Payments’ tab.

Edit your payment, select your reminder preferences, then click ‘Update.’ Reminders link your clients directly to the payment platform of your choice. 

Once your client makes a payment, they will receive a receipt, you will be notified, and the payment will be marked as 'Paid.'

Watch this video to learn more.