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Scheduled Transactions
Victoria C avatar
Written by Victoria C
Updated over 3 months ago

You can checkout a client today but set the system to charge them on a future date. This is helpful when you are signing up a client while they are in your studio/gym but they want their first installment and membership to start in the future.

  1. Ensure Pending & Scheduled is turned on. Click Here.

  2. Go to the client profile

  3. Add the item to the cart

  4. Click the pencil in the cart

    • Choose when the payment should be processed

    • If it is a membership, choose when the membership/package should start. It can start at the same time as when the charge is processed or at another time.

Notes:

  1. You can set any item to have a future scheduled date

  2. You can have 1 item in a cart charge immediately and another item charge in the future

    • E.g., you want to charge a shirt today and a membership in the future

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