Why would you connect it?
Connecting payments to the system lets you:
Collect a deposit or full payment within the conversation
Stop chasing people who said “I’ll transfer it later”
See who paid and who hasn’t, without checking the bank
Link every payment to the customer and their appointment
Automatically issue an invoice for the same payment
What it does?
Payment happens where the conversation already happens — on WhatsApp.
Conversation link — sent to the customer right in the conversation, without going anywhere else
Flexible amount — a deposit, full payment, or a custom amount
Automatic recording — the payment is added to the customer profile and dashboard
Status — who paid, who opened but didn’t pay, and who didn’t open it at all
Invoice — connects to your invoicing software if you choose
You approve — Boldy sends the link, but money-related conversations come to you
How does it connect?
We connect your PayPlus account during setup. Funds go directly to you.
Define what to charge for and the amount — a deposit, consultation, or by service.
From there, every incoming payment is automatically recorded for the right customer.
FAQ
Questions, answered.
Everything you need to know before seeing BoldSystem on your own lead flow.
What is BoldSystem and who is it for?
BoldSystem is an AI-powered CRM for clinics, dealerships and service businesses that want every WhatsApp lead answered quickly and consistently.
What does BoldSystem do with a new lead?
Do I need to change how my customers contact me?
Can BoldSystem book appointments?
Can it collect payments and documents?
How do I see it on my business?
