online scheduling service
Multiple Payment Options
Do you prefer to have your clients pay online before booking a service with you, but they also need to sign a contract?
Or do you ever need to send someone an invoice instead of having them pay at the time of booking?
Most businesses encounter a variety of client payment scenarios, and this Online Scheduling bundle gives you the Online Scheduling Service setups, Workflows, and Documents & Emails associated with the most common payment scenarios you will encounter in your business.
With this Bundle, you'll be able to…
Book and Accept Payment for the most common payment scenarios
Send Reminders for all appointments
Maintain consistency in your process no matter how clients pay.
Simplify your booking and payment process.
No matter how you typically take payment for your Online Scheduling Services, there will always be exceptions to the norm.
Let's say you normally collect payment online at the time of booking, but you're working with a corporate client who needs to issue a check. If you only have the service set up for online payments, you'll find yourself scrambling to modify the process for the corporate client who can't pay online. That's when things slip through the cracks!
This bundle helps you solve that issue, by giving you the Online Scheduling setups, Workflows, and Documents & Emails needed to allow your clients to book online and make payment, no matter what your process looks like.
Using these setups gives you flexibility at the time of booking, while also maintaining the integrity of your client journey, ensuring things don't fall through the cracks just because your client needs to pay in a manner that is different than your standard scenario.
This bundle includes Online Scheduling Service setups for the following most common payment scenarios:
- Online Payment with a Contract
- Online Payment without a Contract
- Payment via Quote with Contract
- Payment via Quote
- Payment Via Invoice
Whether you allow your clients access to your scheduling calendar or you book the appointments yourself, these service settings will help you simplify your process and ensure that your clients experience consistency in their client journey.
This bundle is complete on its own, but is designed to plug and play with your existing 17hats workflows as well.
Templates Included in Bundle:
- Emails
- OS SVC - Send Service Contract
- OS SVC - Send Service Invoice
- OS SVC - Send Service Quote and Contract
- GEN-01 Appointment Confirmed
- GEN-02 Appointment Request Received
- GEN-03 Appointment Tomorrow
- GEN-04 Appointment Today
- GEN-05 Cancellation Email
- Contract
- OS SVC- Service Contract
- Invoice
- OS SVC - Service Invoice
- Quote
- OS SVC - Service Quote
- Workflows
- OS SVC - Service Send Invoice
- OS SVC - Service Send Quote
- OS SVC- Service Send Contract
- Online Scheduling Service
- OS SVC - Service - Online Payment with a Contract
- OS SVC - Service - Online Payment without Contract
- OS SVC - Service - Payment via Quote with Contract
- OS SVC - Service - Payment via Quote
- OS SVC - Service - Payment via Invoice
Ready to go?
Deb Mitzel
Hi there, I'm Deb Mitzel and I LOVE small business, like REALLY love it, and I'm passionate about helping other small business owners find success! With almost thirty years in the business world and over a decade as a small business owner, I have acquired and developed a unique set of skills that I can use to help you level up the "business" side of your business!
I specialize in providing Small Business Consulting & Coaching services, as well as Portrait Photography, but have extensive experience in all aspects of small business, from marketing and sales to accounting, operations, and beyond.
I have been using 17hats since 2015 and am excited to offer templates you can use to level up your business success!