What is the prepayment system?
Our prepayment system allows leads to pay for their visits in advance, reducing the occurrence of no-shows and last-minute cancellations.
How is prepayment initiated?
Prepayment is manually initiated on our platform. Your team connects with a lead via text or phone and then moves the lead to the "Prepay-Needs to Pay" column.
How can the payment be processed?
As a best practice, we recommend taking prepayment over the phone if convenient. The prepayment link can be used to address common objections such as "I am driving" or "I am not comfortable giving my payment over the phone." Once the preferred method is determined, the lead can be moved to the "Prepay-Needs to Pay" column.
What happens after the lead is moved to the "Prepay-Needs to Pay" column?
Once in the "Prepay-Needs to Pay" column, a payment link is sent to the lead, accompanied by a sequence of reminders over 2 days to complete the payment.
What happens when the lead pays?
Upon payment completion, the lead is automatically moved to the "Prepay-Paid" column and tagged as "paid."
What if the lead does not complete the prepayment?
If prepayment is not completed, your team will receive a notification informing you that the lead has not paid.
Can I track the payment status of leads?
Yes, you can track the payment status through our system. Leads will be categorized in the "Prepay-Needs to Pay" or "Prepay-Paid" columns based on their payment status. All leads that have paid will be tagged as “paid”.
Are there reminders for the lead to complete the payment?
Yes, the lead will receive a series of reminders over 2 days to complete the payment.
What should I do if I receive a notification about a lead not paying?
Follow up with the lead to ensure they complete the prepayment or address any concerns they might have.