Payments

OnBoard Scheduler currently accepts credit card payments.

Once logged in click the account tab in the top. If you don’t see the account tab your user account has not been given rights. You can ask the person in your organization that setup the account to give you rights

Once in the account section click the billing tab

Here will be where you payment information shows up.

Click Add Payment Information button

Fill out the credit card form

Your payment information will be added to the list

The default card will be the one used for the monthly payment

To print a receipt click the history tab Once there you can print or email the invoice.

Depending on the pop up blocker on your PC it might be necessary to hold the ctrl or the shift key when clicking the print icon.

We are currently working on having the invoices automatically emailed when the charge happens each month, this is planed for quarter 1 of 2018