ENQUIRIES
Enquiries & Quotes
Bring new enquiries, quotes and follow ups into one clearer process.
Explore enquiries→
Know what’s paid, what’s coming up and what needs your attention.
KEEP THE MONEY WITH THE BOOKING
Decide how and when you get paid.
Set the payment schedule around the booking.
A deposit and balance, or several payments along the way. The amounts and due dates are clear from the start.
PAYMENTS
One client just paid their deposit. Another has a balance due next month. A third is completely paid up.
Crevida keeps the payment picture with the booking, so you can see where each one stands without going somewhere else to work it out.
Break the booking into the payments you need, with an amount and date for each one.
Deposits
Payment schedules
Multiple payment stages
Due dates
Part payments
Final balances
See what has already been paid, what is coming up and what is still outstanding alongside the booking.
Booking value
Amount paid
Amount outstanding
Upcoming payments
Due dates
Payment status
Clients can pay through Stripe, or you can keep track when payment arrives another way such as bank transfer. Either way, the payment stays with the booking.
Stripe
Bank transfer
Mark as paid
Payment status
Connected to the client
You don’t need every payment date sitting in your head.
Payment reminders can become part of Your Client Journey, so the repeatable reminder happens at the point you choose.
Payment reminders
Client Journey timing
Automated communication
Manual follow up
The Client Portal can show the payment information around the booking. What has been paid, what is still due and what comes next, giving the client somewhere to check before they need to ask.
Payment information
Paid amount
Outstanding amount
Upcoming payments
Booking information
WHAT THIS MEANS FOR YOU
See what needs attention before it needs chasing.
Open the booking and see what has been paid, what is coming up and whether anything needs you.
You’re not relying on remembering a balance or discovering it late because you happened to check.
A CLEARER VIEW OF EVERY PAYMENT
Know where the money stands.
Set the payment plan, keep track of what has been paid and see what comes next.
EXPLORE CREVIDA
Everything around the booking, connected.
Enquiries, clients, payments, appointments and the journey around them. Explore the parts of Crevida that help keep the business moving.