Fix a home visit you were not paid for

When a card fails at the door the visit still goes ahead, and the appointment appears on your Bookings tab as unpaid — with a retry button and a payment link you can email.

Prerequisites

  • Feature: Appointments must be enabled in Settings → Features.

• Role: Owner or Manager

1

When a travel visit is charged

A home visit is charged when it actually starts — when the practitioner checks in, or when they press Proceed after a first-visit Intake. Nothing is taken at booking time.

2

A failed card never stops the visit

If the card is declined, the visit carries on. Your practitioner is shown nothing about it — they are standing in the client home, and that is not a conversation to have there.

3

Find it on your screen

Go to Appointments → Bookings. A panel headed "Home visits you haven't been paid for" lists each one with the amount, the client, the practitioner, and why the card failed.

4

Retry the card

Click "Charge $X" to try the saved card again. Most declines are a temporary hold or a bank check, and a retry a few hours later often works.

5

Or email the client a payment link

Click "Email a payment link" to send the client a Stripe checkout page for the outstanding amount. They can pay with any card, and the visit is marked Paid automatically once they do.

Tips
  • The practitioner is already owed their share for the visit, whether or not you manage to collect. It appears on Payouts → Instructors as usual — collecting from the client and paying your practitioner are separate things.
  • If a client pays your link and the visit still shows as unpaid a few minutes later, press "Charge" — it checks Stripe for a payment that already succeeded and catches the record up instead of charging again.
  • A visit referred back at intake never appears here: the client owes nothing for it.
  • You also get an email when a visit's card is declined, so you do not have to be watching this screen.