Orders & Payments

Every Booking Becomes an Order

When a customer completes a booking, Opencals creates an order. The order tracks the full lifecycle — confirmation, payment, rescheduling, cancellation, and refund — in one searchable, filterable view.

Orders are numbered sequentially from #1001. Each order contains one or more line items (appointments), payment transactions, and an activity log showing every change.

Payment Processing

Standalone mode — connect Stripe to accept card payments at booking. Stripe handles PCI compliance, fraud protection, and supports all major credit and debit cards.

Shopify mode — bookings made through the Shopify widget are processed by Shopify Payments. Each appointment creates a Shopify order, so your revenue from services and products appears together. If you also use the Opencals storefront, those bookings can use Stripe.

You can also accept manual payments (cash, bank transfer) by marking the order as paid in the dashboard with a note about the payment method.

Order Search and Filters

Find any booking instantly. Filter orders by:

• Payment status — unpaid, partially paid, paid
• Fulfillment status — unfulfilled, partially fulfilled, fulfilled
• Refund status — unrefunded, refund owed, partially refunded, fully refunded
• Date range, staff member, service, or customer

Refunds

Process full or partial refunds from the Orders dashboard. Select which appointments to refund, review the total, and confirm. The refund flows back to the customer's original payment method through Stripe or Shopify Payments automatically.

On Shopify, refunds processed in the Opencals dashboard sync back to Shopify — the order status updates in both systems.

No-Show Management

Mark any booking as a no-show from the orders view. This records it in the order history. Combined with the Deposits & Cancellations feature (beta), marking a no-show can trigger an automatic fee charge.

Shopify Order Sync

On Shopify, orders exist in both dashboards:

• Shopify admin — view using Shopify's native orders interface
• Opencals dashboard — full order management including refunds, manual payments, and detailed appointment data

Actions in the Opencals dashboard (refunds, mark-as-paid) sync back to Shopify automatically.