How to Request Session Balances on CO:CREATE

After a deposit is paid and a session is booked, you can request the remaining balance (also called the session balance) directly through CO:CREATE.

Here’s how to do it step by step:

Step 1: Locate the Booking

• Go to your Artist Dashboard

• Click Inquiries from the right-hand menu

• Select the Booked tab to see confirmed sessions

• Choose the Booking Request you want to request payment for

Step 2: Request a New Payment

• At the top of the screen, click Request New Payment

• You’ll be prompted to complete the following:

  • Appointment Date
    Select the correct appointment from your session list

  • Amount Due
    Enter the remaining balance you’re charging for the session

  • Project Status

    • If this is the final session, check “Is this project completed?”

    • If there’s another appointment coming, leave this unchecked

• Add a personalized message if you want to share details or next steps with the client

• Click Request Payment to send it

The client will receive a secure link via email and text to pay the remaining balance through CO:CREATE.

Step 3: Mark the Project as Completed

Once the final payment is made and the project is finished:

• Scroll down in the Booking Request and click Mark as Completed

• The project will move from the “Booked” tab to the Completed section in your dashboard

Need to reopen a project?
No problem. Just open the completed request, scroll down, and click Mark as Open to move it back to your active bookings.