PRODUCT & SETUP GUIDE · 4 STEPS

Review customer payment settings

Keep customer payment methods, recorded payments, and outstanding balances connected to the event.

Follow these steps

1. Open Settings → Customer payment settings, or Business settings → Integrations, to review available payment options and their current connection status.
2. For payments received outside Eventdeskly, record the payment against the event and check the remaining balance.
3. For Zelle, a customer’s reported payment is a pending notice. The business must verify funds and confirm receipt using its bank transaction reference.
4. For a payment problem, contact the business managing the event or Eventdeskly support for a workspace issue.