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Book without payment (or pay later)

How to setup your free event (pick up, consultation, visit) so customers can book and skip the Shopify cart. Or book now and pay later

Ray M avatar
Written by Ray M
Updated over a month ago

What is it?

This feature lets your customers book an appointment without the Shopify checkout. This is for bookings that don’t have a cost (ie. a store visit) and where you only want the booking confirmation email. Ideal for free events (Pick up, Showroom visit, etc)

Example

Joe books a free site visit with you. You don’t want him to go through the Shopify checkout so you opt for the Instant checkout. This only asks the customer for their name, email, and phone number, and that’s it! Joe gets an email confirmation, an SMS reminder (if you have that set up) and the booking is saved in the app and calendar.

Setup

  1. Create a new product.

  2. In the app, create a new event and link it to the product that you created. Then, select the event type: Customers book first, and pay later

  3. Make sure this event would carry no cost by selecting "Instant booking without checkout", that way the customer can book this with you using our app.

How to manage free bookings

Free bookings would appear along with paid bookings under the Bookings tab of the app. The only difference is that there would not be an associated Shopify order or tracked revenue with this booking.

Can I collect payment on free bookings later on?

Yes! You can have free bookings trigger a Shopify draft order, where you can then collect payment. This lets you reconcile later payments from the draft order to that booking, making payment and reporting much easier.

You can enable draft orders under Settings > General Settings > Shopify Workflows

Once enabled, you can collect payment for free bookings in two ways

(A) Each time you add a booking you can select the option to send an invoice



(B) After each free booking you can go to Bookings > List View to send the invoice

How to change the SMS Default Country Code

Head to Manage Event > Advanced

Here's an event we have on our demo store which uses this feature. You can make a test booking there. https://yogababble.myshopify.com/products/pet-grooming-services

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