Pricing and payment terms
When customers pay — before booking, after the Service, or via subscription.
Each service defines how much customers pay (in Offer) and when they pay (payment terms).
Price vs payment terms
- Price / pricing model — fixed, tiered, or quotation on the service or option (service options)
- Payment terms — when money is collected relative to the appointment
- Payment methods — how the customer can pay (card, transfer, cash, and so on)
Payment term types
| Arrangement | Customer experience |
|---|---|
| Pay in full before booking | Pays the required amount before the booking is confirmed according to your booking settings |
| Pay after Service | Charged or sent payment instructions after the Service is completed |
| Subscription | Booking attaches to an active subscription and is billed on its schedule |
A Service may offer more than one arrangement (for example prepaid and subscription), but at most one term of each type.
Which term is used
- No payment term on the Service: standard pay-now behaviour, the same as Pay in full before booking.
- One payment term: used automatically — nobody is asked to choose.
- Several payment terms: the customer (Customer Portal) or the admin (booking form) must pick one from the Payment option list before continuing.
A Subscription term always needs an active subscription for that term, even when it is the only term. See Payment terms for the full rules.
“Pay at the desk” or manual cash is not a separate payment term type — record those as manual payments on the booking after service. See Transactions and refunds.
Configuration
Create reusable terms under Settings → Payment Settings → Payment terms — see Payment terms.
In the wizard Offer step, open Payments:
- Add payment terms for the service (one of each arrangement maximum).
- Enable payment methods (gateways and manual methods your business allows).
- Choose a refund policy: use the business default, set a custom policy for this Service, or disable automatic refunds (staff can still handle exceptions where supported).
Online collection requires a configured payment gateway.
Payment terms control when payment is due. The refund policy controls what happens when an eligible paid booking is cancelled.
Subscriptions
Subscription terms link to booking series and recurring billing behavior. A booking on a Subscription term is accepted only when the customer has an active subscription for that term.