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How to use the pre payment link

This guide will show you how to add the deposit link to your appointment reminders and also how to send individual links to clients

 

How to add a payment link to your appointment reminder

Menu > Intelligent Marketing > Automation  

  • Open up your appointment reminder SMS or Email
  • Ensure that the "Trigger" is set to "appointment reminder"
  • Enter in text to advise clients to click on the payment link 
  • Right click and enter in the payment link merge field

 

See our guide in settings up deposits and stripe Deposits

How to send an individual link to a client 

  • On the clients record card click on Send SMS or Send Email 
  • Write what you would like to say to the client
  • Right click and enter in the payment link

How to use the payment link from the checkout screen

At the checkout screen, click on the payment link button at the top of the screen. You will then see the below message. The message has been pre filled however you can customise this message by clicking in the box.

When personalising your payment link message, you have the option to easily insert your payment link merge field by right-clicking and selecting "re-enter."

 

How to add a payment link to your confirmations, this will then send to each client who books through IQ Connect

Menu > Intelligent Marketing > Automation > Custom 

  • Open up your confirmation SMS or Email
  • Ensure that the "Trigger" is set to "appointment confirmation"
  • Enter in text to advise clients to click on the payment link 
  • Right click and enter in the payment link merge field

The amount requested by the payment link is taken from your online bookings deposit settings that are setup like this Online Deposit Setup

If you have any questions regarding payment links, please email help@saloniq.com or call 01892 280123 opt.1