How do I create a payment plan for my client in Halaxy?

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• Has my client's payment been received through the bank account?

  ? Direct Deposit Payments Direct deposit payments will be marked as “paid” on the invoice once received, usually within 24 hours. If not marked paid, the funds have not yet arrived. Only follow up if the client states they’ve made payment and it ...

• How do I send a psychometric tool to my client to complete from Halaxy?

  To send a psychometric tool from Halaxy as a form to be completed by the client, it needs to be set up as an "intake form". Please see here the example of the EPDS: https://drive.google.com/file/d/1vZVncmsi1iPql_7WPFxswoYrcBLlJDww/view?usp=drive_link ...

• 💳 What if the credit card payment doesn't go through?

  If a card has insufficient funds: Send the invoice manually and notify the client - You can use the email template "Insufficient Funds - Invoice for Payment". Contact Admin only if there is a technical issue. ?️ Watch: ...

• 📆 I have booked two sessions at the same time in Halaxy for the same client

  This is likely due to accidental duplication. Simply delete the duplicate in Halaxy. Always check Acuity to ensure consistency.

• Why don't the appointments in Acuity and Halaxy match?

  Acuity and Halaxy are not synced. You need to manually enter the appointments in Halaxy that are in Acuity. Whatever is in Acuity is the truth. This is what the client knows and the admin team know. Please edit Halaxy so it matches Acuity. You can ...