Payments Tab in Appointment Modal

Payments Tab in Appointment Modal

Product Payment Invoice| Calendars and Appointments
August 27, 2025•1 min read

Managing attendance fees, reservation deposits, and other calendar-related payments has never been easier. Now, you can directly access the payment history and collection for an appointment inside its modal. Let’s check it out!

⭐️ How To Use the Payments Tab in the Appointment Modal?

  1. Click on any appointment to open the appointment modal.

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  2. Go to the Payments Tab in the Appointment Modal.

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  3. Review payment details, including balances, history, and discounts.

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  4. If there’s a balance due, click Collect Payment to either charge a card or record a manual payment

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⭐️Why Is This Feature Beneficial To Your Company?

  • Easy Access: Manage all payment actions without leaving the appointment view, giving you a direct approach that minimizes confusion.

  • Payment Revision: This new tab allows you to quickly review payment history, discount details, and remaining balances in one place.

  • Direct Collection: Bill attendees for outstanding balances in just a few clicks, using the charge a card option with the contact’s information prefilled.

Easily collect and manage payments directly in the appointment modal, simplifying payment collection and minimizing confusion by keeping your data connected. We hope you enjoy it!

calendarcalendarsappointmentspayment tabpayments
Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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