Automated payment links

2025 client work

How to scale online payment infrastructure with reminders

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Project B2B scheduling software with CRM features, 2025
Team 1 product designer, 1 project manager, client's product owner & engineering team
Goal Automate email & SMS payment reminders for services that allow online payment
Work I audited the existing product to find the best entry points for sending reminder links, then re-designed the information architecture of the "Payment methods" tab to fit the new feature. I wrote the content for tooltips, reminder setup, and comms (Email & SMS), then suggested an optional entry point in the "Edit appointment" modal, inside the user's calendar.
Result Empowered customers to scale their businesses with online payments and increased usage of deposits (partial payments) during appointment checkouts