Here's how to ask clients to pay any overdue invoices before they can book with you in the Walkies Journal app. Clients who are up to date book as normal.
Turn it on
Tap the menu button on Home. On iPad, it's in the sidebar.
Scroll down and tap Client booking.
Under Booking requests, check Allow client booking is on. Unpaid invoices only shows while it is.
Under Unpaid invoices, turn on Block bookings when invoices are unpaid.
Tap the ✓ to save.
In the web app, go to Settings and choose Client booking, under Appointments, then turn on Block bookings when invoices are unpaid. It saves straight away.
Which invoices count
An invoice counts when it's past its due date and still has money owing. An invoice due today doesn't count until the next day.
Invoices with no due date, and invoices marked paid, never count.
Money owing is what's left after payments and refunds. Credit you've applied to the invoice counts as paid. Credit that hasn't been applied doesn't.
A card payment that's still going through keeps counting until it's confirmed.
What your clients see
When a client with an overdue invoice taps to book, they see Pay your outstanding invoices to book instead of the booking steps:
"You have overdue invoices. Pay them and you can book straight away."
Amount due, with the total they owe.
Each overdue invoice, oldest first, with what's still owing and Pay invoice. It opens the invoice, where they pay the way you've set up for it.
After they pay, the app checks again, and the booking steps open as soon as nothing is overdue. If a booking is sent anyway, for example from an older version of the app, it's refused with "Please pay your overdue invoices before booking."
Good to know
It's off to start with, and it's on every Walkies plan.
It only stops clients booking themselves, in the Walkies Journal app or in a web browser. You can still book appointments for them.
If a client pays you outside Walkies, like cash or a bank transfer, record the payment so they can book. See How do I record a payment?
To remind clients about an invoice, see How do I send an invoice reminder?
If you're also a client of your own business, booking from the Walkies Journal app follows the same rule as your other clients.
Only admins and sub-admins can change client booking settings.