Offer your customers payment plans when they book appointments with you. Have it be for coaching, consulting, therapy, or training, Partial.ly payment plans can allow you to offer your customers a flexible payment option.
You can use Partial.ly in a variety of ways, which include:
- Using Partial.ly as a standalone system
- Using Partial.ly with one of our integration partners.
- Or using our Zapier integration, combining Partial.ly with booking platforms like Calendly and simplybook.me; or Calendars like Google Calendar and Outlook Calendar.
How can I use Partial.ly as a standalone system?
The easiest way to send plans is to use the integration tool of your offer. The offer contains the terms of your payment plans. If you wish to have different terms for different services, you can create as many offers as you need. You can read more about creating offers here: Offers.
Once you create your offer, click the integration tool link next to the offer. When inside the integration tool, you will be able to generate a URL link to paste into an email, a website, or social media page.
Who are your integration partners?
See https://partial.ly/integrations for our most recent partners.
They currently include:
For more info on your specific integration, please see https://support.partial.ly/integrations-faq/.
What is Zapier?
Zapier is a powerful integration software that helps connect thousands of apps. You can create 'zaps' where an action in one software triggers an action in another.
You can check it out here to see if they include your specific software: https://zapier.com/apps
Once you click on Partial.ly's Zapier invite, you will be able to create 'Zaps'.
For example, when a client books an appointment through Calendly, the action will trigger Partial.ly to send the customer a payment plan:
How do I access the Partial.ly app on Zapier?
Partial.ly currently has a beta integration with Zapier.
You can connect to it with the following URL: https://zapier.com/platform/public-invite/8510/a8af1e6e47a9a2087841d4d1f506c612/
Have more questions?
Email us at support@partial.ly