Payment & Invoicing AutomationPurpose
1.2. Initiates a deposit invoice or payment link as soon as a client books a session, automating the initial payment workflow.
1.3. Automates reminders and receipts, eliminating manual efforts for each new client/customer.
1.4. Provides secure, trackable transactions that automate reporting and reconciliation in the beauty & wellness sector.
1.5. Improves cash flow and minimizes appointment no-shows via payment automation.
Trigger Conditions
2.2. Booking details meet specific rules (e.g., appointment value above threshold).
2.3. Predefined appointment type is selected (e.g., hair extension session).
2.4. Time-based triggers (e.g., deposit request sent X hours after booking if unpaid).
Platform Variants
• Feature: Payment Link API; configure to auto-generate a deposit payment link on new booking.
3.2. Square
• Feature: Invoices API; automate invoice creation and delivery with deposit terms.
3.3. PayPal
• Feature: Invoicing API; auto-send invoices to clients' emails at event of booking.
3.4. QuickBooks
• Feature: Automated invoice workflows; trigger deposit invoice at booking record creation.
3.5. FreshBooks
• Feature: API workflows; schedule automated invoices and payment reminders.
3.6. Zoho Books
• Feature: Automation Rules; set custom actions to generate deposit requests on new deals.
3.7. HoneyBook
• Feature: Booking & Payments automation; send payment link at booking acceptance.
3.8. Calendly
• Feature: Workflows; automate email or SMS deposit requests after confirmed booking.
3.9. Acuity Scheduling
• Feature: Payment integration; auto-collect deposits at booking via Stripe/PayPal settings.
3.10. Booker
• Feature: Payment Automation; configure system to generate invoices upon new reservations.
3.11. Square Appointments
• Feature: Deposits/Prepayments; enforce automatic deposit collection at scheduling.
3.12. Vagaro
• Feature: Deposit Settings; automate deposit requirements for specific services.
3.13. Mindbody
• Feature: Payment Policies; automate deposit invoicing aligned with booking triggers.
3.14. Wix Bookings
• Feature: Built-in payment automator; require deposits with online scheduling.
3.15. Shopify (Appointo, Sesami)
• Feature: App-based automation to generate deposits at appointment booking.
3.16. Mailchimp
• Feature: Transactional Email Automations; send deposit links with booking confirmation.
3.17. SendGrid
• Feature: Automation Triggered Emails; dispatch payment request emails after booking.
3.18. Twilio
• Feature: SMS API automates deposit request text delivery whenever booking occurs.
3.19. DocuSign
• Feature: Automated e-sign/payment links; attach deposit collection to booking agreements.
3.20. Microsoft Power Automate
• Feature: Multi-service automator; automate cross-platform triggers and deposit notifications.
3.21. Zapier
• Feature: Automates triggers between booking apps and payment/invoice services.
Benefits
4.2. Ensures all bookings are followed up with verified deposit requests, reducing missed revenues.
4.3. Minimizes human error in payment requests and tracking via automation.
4.4. Clients experience streamlined, professional booking and deposit handling.
4.5. Strengthens cash flow reliability via automated, instant deposit collections.
4.6. Automates reporting, reconciliation, and follow-up communication for deposits.