Creating & Sending a Payment Link

Use payment links to request deposits, pre-payments, or card authorizations without manual forms.

Web

For reservations not yet in the system, first add a reservation.

Open the reservation and:

1. Go to Payment
2. Click Request Payment
3. Fill in name, description, tax/service charge, payment type, and processing fees
4. Click Save
5. Use the three purple dots to text/email the link

Payments appear in the Reservations payment column. To see all pending and completed payments across your organization, open Orders in the sidebar.

From Leads, you can also approve first, then request payment from the new Payment tab.

To cancel a payment link: open the link in Payment, click the three dots, click Cancel, then confirm.

iOS

For reservations not yet in the system, first add a reservation.

Open the reservation and:

1. Tap the three black dots -> Request Payment
2. Fill in name, description, and payment type/amount
3. Tap Create
4. Tap Copy Link or Share Link

Status tags:

• Pending (yellow) after creation
• Auth, Deposit, or Paid (green) after payment

You can also generate payment links from pending reservation requests.

Android

Android follows the same payment-link flow as iOS.

UI details may vary slightly by device, but payment-link creation and statuses are the same.