Before You Dive In
This article is one step from our Master Help Guide: All About Calendars. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical breakdown below.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you're looking to:
view payment details associated with an appointment or service booking
collect payment due for an appointment or booking
refund a payment made through a calendar booking
How to Manage Payments Collected Through Calendars
When you collect payments through a calendar booking, for both meetings and services calendars, you can manage everything directly inside Ivorey™ - including viewing payment details, collecting any outstanding balances, and processing refunds if needed.
Click here for the written instructions
Click here for the written instructions
From the main Ivorey™ menu, go to [Calendars] > select the [Appointment List View] tab > select either [Meetings] or [Services] from the drop-down menu, at the top
Find the appointment or booking > click the (⁝) three dots > select [View Details] > and click the [Payments] tab, along the right side of the sidebar
Here you will be able to view:
Basic details such as the Appointment Time and the Name of the client
Payment Details:
Amount Paid at the time of booking
Remaining Balance, if partial payment was enabled or payment has not been collected yet
Discount, if a coupon code was used
Total Amount
Basic Payment Summary for each attendee, showing their payment status as Paid or Partially Paid
To collect any remaining amount, click the [Collect Payment] button > select either [Charge a Card] or [Record Manually] (if payment was received in cash or other)
Transactions - this shows the record of the transactions associated with the appointment. Click the (↗) arrow icon, to open up the transaction in a new tab > click the (⁝) three dots > select either [View Transaction] to view more details, or [Refund] to refund a portion of or the full amount paid
Still Need Help?
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍