INTRODUCTION
Feature Summary: Process pickleball court booking and lesson payments on the Expanded scheduler.
Use Cases: On the Expanded scheduler, identify reservations with fees owed, settle payments, and issue receipts. System users can also review the payment status of event registrants and process payments from the scheduler.
Module 7 is an eleven-part quick-start guide highlighting the key steps admins should complete when using financial reporting. This article is Part 6.
Part 6: Process a Pickleball Payment on the Scheduler
SETUP REQUIREMENTS
Log in to the admin dashboard.
Go to the side menu and click SCHEDULERS > EXPANDED.
Locate a reservation on the scheduler.
If the reservation has a dollar sign icon in the corner or a red bar at the top, the booking has unpaid fees.
Click the dollar sign icon to open a transaction workflow. Click the Pay button.
On the Payment Details page, click the Payment Type field and select the member's preferred payment method. Optionally, add a note and click Save. Click Yes in the confirmation popup to complete the payment.
Reviewing event registrants
Locate an event on the scheduler and hover the mouse in the top left corner of a cell. A popup displays a summary of event information and a toolbar. Go to the toolbar and click the transactions icon. A new page displays.
On the Transactions page, review registrant information. Optionally, click the Pay button to process a payment.
VIDEO TRAINING & RELATED WEBINARS
CLICK HERE to watch the section of Module 7's video that covers the information in this article.
Watch the entire Module 7 video to learn about financials.