Handling of manual payment processing for paid events and scheduling links
Ali Ryder
Here's a thing that happened to me recently: a customer used a paid scheduling link. She booked a time, went to the checkout page, and selected a manual payment processing method. I have it set up to post to a webhook and generate an invoice in my accounting software, which she paid fairly promptly. Then she sent me an email about the upcoming meeting.
However. The meeting was listed with a status of "Cancelled." I think the workflow is that the event was tentatively scheduled, but then when the payment was not instantly completed, it became a cancelled event. Now there is currently no way to un-cancel an event, so in order to actually have a meeting with her at the selected time, I had to go and do some kind of crazy workaround. (What I actually did was - edit the scheduling link to make it not paid, then manually schedule a meeting for her at the same time, then edit the scheduling link back to paid - also see https://simplero.canny.io/feature-requests/p/admin-override-to-scheduling-rescheduling . But the other thing I could have done was just schedule a meeting in Zoom/Teams/Google/whatever and send her the meeting invite that way.)
Anyways, I had no idea until this situation happened that it was going to be a problem. I don't know the correct solution for the situation, but here's a few things I can think of:
- Change behaviour and add a new status so that the meeting is "tentative" or something until the purchase is completed
- Automatically approve/schedule the event, but link the event to the purchase page so we can check the status of the associated purchase. (Note that linking the event to the purchase might be beneficial for more reasons than just this.)
- Have a setting that asks us whether we want to approve/cancel events with "pending" purchases
- Prevent us, or at least give us an alert to let us know, when we select a product that allows manual payment processors
- Allow us to choose a specific price for the scheduling link https://simplero.canny.io/feature-requests/p/choose-price-for-paid-scheduling-links-events and only let us select ones that don't allow manual payment processors - similar to how the drop-down list for automations only includes ones that meet certain criteria
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100% yes on this. I had the same situation but the system cancelled 24 meetings wihtout me knowing because there is no trigger or way to know a manul meeting is pending approval. so here is how it works now that has to be changed. The system is absolutely not setup for unpaid bookings if you have payment option setup. So what happens is when it is toggle dot paid it goes to checkout qith 15 minute timer. that is a running clock for ANYTHING. so if they choose a manual payment for invoice which I also had, the whoel automation payment or manual mark paid by admin has to happen in that 15 minutes or the system AUTO CANCELS and releases the time. So no notification and not editable from 15 minutes. So was told although you technically can have it be manul pay it is not setup toa ction that right now. So I basically had 24 calls book and then auto cancel because I didn't know there was a pending payment to invoice or did not meet the 15 minute window before being cancelled.