Booking and payment flow checklist

Use this checklist before choosing or rebuilding an online booking and payment flow.

  1. List the details needed before a visit can be confirmed.
  2. Decide whether payment is deposit, full payment, card capture, or pay later.
  3. Show price, policy, cancellation cut off, and payment expectation before confirmation.
  4. Keep payment status beside the appointment record.
  5. Connect reminders to address, payment, form, and policy status.
  6. Check that staff can find receipt, balance, notes, and follow up from one record.
  7. Review one real booking from enquiry to payment to after visit follow up.

Offlico helps mobile service businesses connect booking details, reminders, payments, and client records in one workflow.