Scheduled Transactions

Scheduled Transactions let you check a client out today, but set the system to charge them on a future date instead of immediately. This is useful when signing up a client in person, but their payment shouldn't be processed until later; for example, waiting until their previous membership ends.

Enabling Scheduled Transactions

1. Go to Tools > Profile > Settings.
2. Search for Pending.
3. Turn on Pending Transactions.

Scheduling a Transaction

1. Start a checkout - from the client's profile or the Dashboard, click the cart icon.
2. Select the client, then search for and add the class, package, or item.
3. On the cart item, click the pencil (Customize) icon.

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4. Under Schedule when to charge the client, set the Schedule Payment On date and Time.

5. If the item is a membership, choose when it becomes usable under Choose when membership is usable:
   • Leave This membership starts when the payment is scheduled on to have it start at the same time as the charge, or
   • Toggle it off to set a separate Membership Starts On date and time.
6. Click Save.

Once saved, the cart item shows confirmation of both dates, e.g.:

• ✓ Payment for this item will be processed on [date].
• ✓ This membership will start on [date].

Note: A scheduled item shows as $0 in the cart subtotal - nothing is charged until the scheduled date.

[Screenshot needed: cart item showing scheduled confirmation checkmarks]

7. Finish checkout as usual by clicking Purchase.

Viewing Scheduled Transactions

Scheduled transactions show as their own count on your Dashboard stats bar (e.g. "3 Scheduled"), alongside Failed Transactions and other alerts.

Need Help? Contact our support team at support@recess.tv if you have questions about scheduling a transaction.