Organization Billing and Wallet

Organization Billing and Wallet

Payment Modes

Your organization can pay for sessions in two ways:

Prepaid Wallet:

• Deposit funds into your organization's wallet via credit card
• When members book sessions, the cost is automatically deducted from the wallet
• You can see the wallet balance and all transactions on the Billing page
• Minimum deposit: $50, maximum: $100,000

Monthly Invoice:

• Members book sessions as usual
• Your organization is billed monthly for all sessions
• No upfront funding required

Depositing Funds (Prepaid Wallet)

1. Go to Billing from the sidebar
2. Click Deposit Funds
3. Enter the amount and complete payment via Stripe
4. Funds are immediately available for member bookings

Transaction History

The Billing page shows a complete history of all transactions:

• Deposits — Funds added to the wallet
• Session Charges — Deductions when members book sessions
• Refunds — Credits returned when sessions are cancelled

You can filter by date range and export to Excel.

Booking with Your Organization's Budget

As a member of an organization with available budget:

1. Book a session with any provider
2. On the payment step, select "Use Organization Budget" instead of card payment
3. Choose which budget to use (if you're assigned to multiple)
4. The session is confirmed immediately — no card payment needed
5. The cost is deducted from your organization's budget

You can check your remaining budget allocation in My Budget in the sidebar.