Per-Appointment Billing
Bill buyers per appointment that shows up instead of per lead. Lock the payout at delivery, charge on Showed, and reverse automatically on a no-show or cancellation.
How it works
Per-appointment billing is a third way to charge a buyer, alongside per lead and per conversion. The buyer is not charged when the lead is delivered. They are charged when the appointment reaches the state you chose, which is normally Showed.
This is a limited-release feature. Contact support to have it turned on for your account. Until then, use outcome stages to track appointments, described in Track Appointments Without the Add-On.
Set it on the buyer
- Open the campaign, then open the buyer you want to bill this way.
- Set Payout Type to Per Appointment.
- Set Payout Per Appointment to what they pay for one appointment.
- Set Bill When to Appointment shows, Appointment is booked, or Appointment showed and qualified.
| Bill When | Charged at | Use it when |
|---|---|---|
| Appointment shows | The appointment is marked Showed | The buyer pays for attendance. This is the safer default and what most buyers expect. |
| Appointment is booked | The appointment is marked Booked | The buyer pays for the slot itself and accepts the no-show risk. |
| Appointment showed and qualified | The appointment is marked Showed and a review marks it Qualified | The buyer pays only for appointments that were worth showing up for. Turn on Track Appointment Qualification on the campaign first, or this option is not offered. |
The price is locked at delivery
The payout is worked out and stored on the lead at the moment it is delivered, not at the moment it is billed. Changing the buyer's price later does not re-price appointments that already went out, so a price change never rewrites history or distorts a past month.
Conditional pricing rules still apply, so you can charge more for an appointment that meets a condition. The rule is evaluated at delivery, and whatever it produces is the amount locked in.
Reversals are automatic
If a billed appointment stops being billable, the revenue comes back off by itself. There is nothing to undo by hand.
- Showed to No-show reverses the charge.
- Showed to Canceled reverses the charge.
- Qualified to Unqualified reverses the charge, when the buyer pays for qualified shows.
- Moving back to Showed bills it again at the same locked price.
- Every billing and reversal is written to the lead's timeline, so the history is always readable.
Billing on a qualified show
When Bill When is set to Appointment showed and qualified, two things have to be true before the buyer is charged: the appointment showed up, and a review marked it Qualified. Neither one bills on its own.
The two marks can arrive in either order. If someone reviews an appointment before anyone has confirmed the person turned up, nothing bills yet, and the payout releases the moment it is also marked Showed. It bills once, not twice.
An appointment nobody has reviewed yet is not billed. That is the point: the review queue is the gate, so a busy day of appointments never bills before someone has looked at them.
The dispute lever
Marking a lead Not Qualified blocks per-appointment billing entirely, even if the appointment is marked Showed. This is how a buyer disputes an appointment that technically happened but should not be paid for, such as the wrong person attending or an appointment booked in bad faith.
A lead that is Showed and Not Qualified at the same time is not a mistake. It records that the meeting happened and that it is not billable, which is exactly what you want in a dispute.
Frequently Asked Questions
How do I bill a buyer per appointment instead of per lead?
What happens to the money if an appointment is a no-show?
Does changing a buyer's appointment price re-price past appointments?
How does a buyer dispute an appointment they should not pay for?
How do I bill only for appointments that were worth paying for?
What is the difference between Qualified and Converted?
Can an appointment be marked Qualified before it is marked Showed?
Can I charge different prices for different appointments?
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If you have any questions, send us an email at support@leaddistro.ai