Logging a payment for a recurring appointment is slightly different from the usual process due to the fact that all recurring appointments are linked in the back-end of the system. When a customer pays for a recurring appointment, however, you may only log a payment for one appointment at a time. We'll show you how in the instructions below.

Note that you need either the Square integration, the Stripe integration, or the Setmore Cash Register feature activated in order to log a payment.

Taking a payment for a recurring appointment

1. In your Setmore calendar, click on the appointment for which you'd like to issue a payment. In the Appointment Details pop-up, click the "Edit Appointment" link at the bottom of the frame.

The Edit Appointment link under Appointment Details

2. You will be prompted to choose between editing just this one appointment, or all appointments in the recurring chain. Click "Only this appointment" to continue.

The edit recurring appointment window

3. In the Appointment window, click either the Pay Now button, or the Payment tab.

The Payment tab for an appointment belonging to a recurring series

4. In the Payment tab, fill in the customer's payment details as you normally would and click the "Charge Customer" button when everything looks good.

Entering the payment details and clicking the Charge Customer button

5. If the payment goes through successfully, you'll receive a payment receipt.

The payment receipt generated for a successful payment
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