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How do 'Offline Payments' work and how do I use them?
How do 'Offline Payments' work and how do I use them?

Prefer cash or a bank transfer over online payments? We got you covered

Nachum Kligman avatar
Written by Nachum Kligman
Updated over a week ago

Hey Boss 👋

With Book Like a Boss, you aren't confined to only receiving payments online. You want options so we provide solutions. Choose the method that works best for your business and easily accept payment from your clients in person, or through other offline methods like bank transfer or cheques.

Online payments means that your clients will be auto-directed to a payment portal (whichever you have linked to your account) and will be required to pay for the service at the time of booking.

Offline payments means that clients can place a booking for a paid service without paying at the time of booking. It is then up to you as to how you'd like to accept payment from your client (invoice them, accept cash in face-to-face meetings, bank transfer, etc.).

You can include info about this in your success message text or in the service description if you would prefer.

Learn how to do all this from our video below 💪

Or read the instructions below 🤓

  1. From your Dashboard go to Products & Services

  2. Click on Add Package or edit one of your existing ones

  3. From the package settings, take a look at the right side where you'll find the Payment options and just make sure you choose Offline

  4. Don't forget to Save Changes and there you have it. Make sure you specify to your client how and where to pay via Messages or through a customized Confirmation email (Check out our quick guide to set one of those)

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