Pilot / limited rollout4 min read
Receipts and payment status
Help clients understand whether a charge succeeded and what comes next.
This workflow is in pilot or limited rollout and should not be assumed available to every business.
What this feature helps with
Help clients understand whether a charge succeeded and what comes next.
Step-by-step
- Open the related paid appointment or invoice.
- Review the recorded transaction status.
- Inspect the client receipt and provider branding.
- Confirm any payment link or follow-up action is included.
Check your setup
- Payment success should be based on verified processor state.
- Receipts should thank the client without requesting a tip unless the provider uses tipping.