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.

There are two ways to request a session balance:

From the existing Booking (the steps below). Best when the Client already has a Booking on CO:CREATE.
With a Custom Payment Link. Best for walk-ins, flash events, end-of-session payments, and Clients who don't have a Booking on CO:CREATE yet. See What are Pay Links?.

Step-by-step: requesting a session balance from an existing Booking

Step 1: Locate the Booking

Go to your Bookings list
Tap the Booked tab to see confirmed sessions
Choose the Booking you want to request payment for

Step 2: Request a New Payment

At the top of the screen, tap 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 it unchecked.
- Message. Add a personalized note if you want to share details or next steps with the Client.
Tap Request Payment to send it

The Client gets a secure link by 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 and tap Mark as Completed
The project moves from the Booked tab to the Completed tab on your Bookings list

Need to reopen a project? Open the Completed Booking, scroll down, and tap Mark as Open to move it back to your active Bookings.

When to use a Custom Payment Link instead

A Custom Payment Link is a better fit when:

The Client doesn't have a Booking on CO:CREATE yet (walk-ins, flash sessions, Clients you've tattooed for years off-platform)
You're collecting payment at the end of a session and want the Booking to land directly in your Completed tab (use the Mark Completed checkbox on the link)
You need to take a pre-payment for an upcoming session from a Client whose Booking isn't on CO:CREATE

To send a Custom Payment Link, tap the plus sign at the bottom of your Bookings list and pick Payment Request. Full walkthrough in What are Pay Links?.