Introducing Smarter Payments, Lead Forms, and Campaigns

💼 Introducing Our September 2026 Product Update

Running your business should not require separate tools for getting paid, collecting inquiries, and communicating with clients.

Our latest Workee update brings these essential workflows together. You can now offer more flexible payment experiences, turn website visitors into leads, and launch targeted campaigns—all from one platform.

💳 A New, More Flexible Payment Experience

We’ve significantly upgraded Workee Payments to give clients a smoother booking experience and help you manage every transaction more easily.

Book Now, Pay Later

Clients can now confirm an appointment without paying the full service price upfront.

With Book Now, Pay Later, Workee securely saves the client’s authorized payment method during booking. After the appointment, you can use that card to:

• Collect the remaining balance

• Check out the client directly through Workee

• Apply the configured no-show fee when appropriate

• Send a payment link if the client prefers to complete the payment themselves

This gives clients more flexibility while helping you protect your time and reduce unpaid appointments.

Tips During Booking and Checkout

Clients can now leave a tip when booking or checking out.

A 15% tip is selected by default, but clients can choose another percentage, enter a custom amount, or select No tipbefore confirming.

Tips are clearly displayed alongside the service price, deposits, and remaining balance.

Faster Checkout for Returning Clients

Returning clients no longer need to enter their card information every time they book.

When a saved payment method is available, Workee sends a security code to the client by SMS. The client enters the code to verify the saved card and authorize the new payment.

The result is a faster checkout experience without compromising security.

Manage Payments From the Appointment Page

The updated Payment card gives you a complete view of each appointment’s financial activity.

Depending on the appointment and payment status, you can:

• Charge the client’s saved payment method

• Send or copy a payment link

• Apply a no-show fee

• Refund a payment

• Download a receipt

• Review deposits, tips, refunds, and other charges

For partially paid appointments, Workee clearly displays the service price, tip, deposit already collected, and remaining balance.

A Clearer Finances Page

We’ve also upgraded the Finances page to support the new payment experience.

Open any transaction to review its complete activity, including:

• Original charges

• Deposits and remaining balances

• Tips paid

• Refunds issued

• Payment dates, amounts, and statuses

Everything you need to understand a transaction is now available in one place.

Why This Matters

Getting paid should be part of the appointment—not another administrative task waiting for you afterward.

Instead of:

• Manually requesting payments after visits

• Asking returning clients to enter the same card again

• Tracking deposits, tips, and refunds separately

• Losing revenue when clients do not show up

You now have a payment system that:

• Gives clients more flexibility

• Makes checkout faster

• Keeps payment methods securely available

• Helps protect your business from no-shows

• Keeps every transaction organized

📝 New: Lead Forms

Not every website visitor is ready to book immediately. Some people have questions, need a consultation, or want to learn more about a particular service.

With Lead Forms, you can capture those potential clients before they leave.

Use Lead Forms to:

• Collect contact information and service interests

• Capture consultation and general inquiries

• Share a direct form link online

• Add a lead form to your website

• Keep new opportunities organized inside Workee

• Follow up before an interested visitor goes elsewhere

Every completed form creates a lead your team can review and follow up with.

Why Lead Forms Matter

Previously, potential clients could visit your website without finding the right next step. If they were not ready to book, you had no simple way to capture their interest.

Lead Forms give them an easier option: ask a question, request more information, or show interest in a service.

This helps you turn more website traffic into real conversations—and more conversations into appointments.

📣New: Campaigns With AI Autogeneration

Campaigns give you a simpler way to reach the right clients with relevant offers and updates—without writing every message from scratch.

Tell Workee what you want to promote, and AI can automatically generate:

• A campaign headline

• SMS and email copy

• A clear call to action

• Suggested audience targeting

• Alternative message versions

Review and edit everything before sending. You always control the final message, audience, and launch time.

Use Campaigns to:

• Promote special offers

• Announce new services

• Share seasonal updates

• Reconnect with previous clients

• Bring inactive clients back

• Reach specific client segments

• Schedule communication in advance

Campaign Limits

Your Workee plan includes:

• [X] campaigns per month

• Up to

  [X] recipients per campaign

• [X] AI-generated campaign drafts

• [X] SMS or email messages

You can view your current usage and remaining allowance from the Marketing page.

Need More Campaigns?

If you reach your included limit, you can upgrade your Workee plan or purchase additional campaign capacity. Upgrade options let you reach more clients, generate more content with AI, and send campaigns more frequently.

Contact your Workee manager to review the best option for your business.

🚀 Performance and Reliability Improvements

Alongside these new features, we’ve made additional improvements across Workee.

You’ll notice:

• Faster and smoother payment experiences

• Clearer appointment and transaction statuses

• More reliable client communication

• Improved performance across key pages

• Better support for growing client and lead lists

What This Means for You

This update brings more of your client journey into one connected platform.

You can now:

• Capture interest with Lead Forms

• Convert leads into booked clients

• Securely save payment methods

• Check out clients after their appointments

• Communicate through targeted Campaigns

• Track payment and client activity in Workee

From the first inquiry to the final payment—and the next promotion—Workee helps you manage everything in one place.

Ready to Get Started?

Payments, Lead Forms, and Campaigns are now available in your Workee dashboard.

Log in to explore the new features and start using them with your clients.

If you need help setting up payments, creating a lead form, or launching your first campaign, contact your Workee manager.