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Book a meeting on behalf of the customer and send a payment link

When you and a customer have already agreed on a date and time for a paid meeting, you can book it for them and let them pay afterwards. NeetoCal holds the slot, emails the customer a payment link, and confirms the booking as soon as they pay.

The customer has until the meeting's start time to pay. If they haven't paid by then, NeetoCal cancels the booking automatically and emails them to let them know.

  1. Go to Scheduling links and open the scheduling link you want to book.

  2. Pick the date and time slot.

  3. Enter the customer's details and click Proceed.

  4. On the payment page, under Logged in as [your name] (Host), select Reserve slot and send payment link to client.

  5. Click Reserve slot & send link.

The slot is reserved straight away and the booking appears in your Bookings page with the status Reserved. The customer receives an email saying the meeting hasn't been paid for yet, the date and time by which they need to pay, and a Pay now button. Clicking Pay now opens the payment page, where they pay as they normally would. Once the payment goes through, the booking is confirmed and both of you receive the usual confirmation email.

NeetoCal sends this payment email once. If you want to remind the customer, do so directly.

Reserving a slot when the customer has already paid

If you have already collected the payment outside NeetoCal, for example by bank transfer or in person, reserve the slot without sending a payment link and then confirm the booking yourself.

  1. Follow the steps above until you reach the payment page.

  2. Under Logged in as [your name] (Host), select Reserve slot without sending a payment link.

  3. Click Reserve slot.

  4. Go to Bookings and open the reserved booking.

  5. Click the three-dot menu, then Confirm booking.

  6. Click Mark as paid, enter the amount and currency, and click Confirm.

The customer is not asked to pay. The booking stays reserved until you confirm it. If you don't confirm it before the meeting's start time, NeetoCal cancels it automatically.