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SCHEDULE PAYMENTS AND REMINDERS

Easily Manage Partial Payments By Scheduling The Remaining Balance—Automated Reminders Help Your Team Follow Up On Time

Scheduled Payments

Welcome to the Scheduled Payments guide for the in2 system!
If a client doesn’t pay the full amount when purchasing a package, you don’t have to chase them later or worry about forgetting — just schedule the remaining payment, and the system will handle the rest. ✅


1. When to Use Scheduled Payments

You can use this feature during the package sale if the client is paying part of the total amount.
Instead of writing it down, just schedule the rest through the system for full tracking and automatic reminders.


2. How to Schedule a Payment

Here’s how to do it:

  1. Go to the Client Profile and proceed to buy the package as usual.

  2. Enter the amount the client is paying now depending on the payment method

  3. Right next to the Payments, you’ll see a button called Reminders — click it!

  4. Fill in:

    • Description (e.g., “Remaining balance for PT pack”)
    • Amount Left (what the client still owes)

    • Due Date (when they promised to pay)

  5. Click Confirm — and you’re done!

3. What the System Does Automatically

Once you add the scheduled payment:

  • The unpaid amount will be saved as an Outstanding Balance with a negative value on the client’s profile.

  • A Reminder is automatically created and will appear on the Front Desk Dashboard on the due date.

  • 📍This ensures your team knows who’s supposed to pay and when, without relying on memory or manual follow-up.


4. Where to Track Scheduled Payments

You can follow up on scheduled payments from:

  • The Client Profile → under Balance

  • The Outstanding Balances Report

  • The Dashboard Reminder on the due date

Once the payment is received, just settle it like any regular payment to clear the balance.


Conclusion

With Scheduled Payments, you no longer need to worry about tracking unpaid amounts manually, installments, verbal promises, or split payments . Everything is saved, scheduled, and surfaced when needed—so your team stays on top of follow-ups, and your revenue stays in check.