The ability to request a tip can be added to your post-appointment follow-up message by adding a direct, payment link to the notification.

Create a Payment Link

To create a direct link to accept a payment, follow these steps:

1. Go to: Online Presence > Client Portal.
2. Click on the Create Direct Links button found in the middle of the page.
3. The Create a Link page will appear.
4. Select PAY as the action type.

   

5. The Create a Link page will appear
6. Add a description, such as "Tip" or "Tip for services" in the Pay for field.
7. Click on Get Link
   
8. Your generated link will appear.
9. Click the  icon to get a preview of what your clients will see when they click on that new link.
10. Click on Grab Link to copy your new link to the clipboard.

    

Update and automate the post-appointment follow-up

To add your payment link to the auto-message:

1. Open the Settings menu and click Auto Client Messages. 
2. On the right side of the page, click the Post-appointment Follow-up Quick Navigation link. 

   

3. In the Follow-up list, make sure that Automated follow-up is selected.
4. Use the Time after appointment dropdown list to determine when the follow-up should be sent. 
   
5. Update the default message content to add the action to click to leave a tip. Example:

   

6. Highlight the text that will be actionable.
7. Click on the chain link to add the payment hyperlink.

   

8. Paste the payment link into the Url field.
9. Click OK

   

10. At the top of the page, click Save.