How to enable online payments
Step 1: In order to enable customer bookings to be paid online using their credit/debit card, as a first step a payment gateway needs to be set up. To do so, proceed to More > Integrations > Payment Gateways and select one of the payment gateways (EveryPay or Stripe).
Step 2: Once the setup of the payment gateway has been completed, as a second step the online payment option needs to be enabled to your account. To do so, proceed to My Company > Settings > Payment Settings and select the required debit/credit card payment method. More details on how to enable the required payment methods on your account can be found here.
Step 3: Once the online payment option has been enabled to your account, it can then be activated for as many products as necessary. To do so, proceed to the Settings & Policies > Payments & Deposit for each one of the required products. For more details on how to setup the payment methods to the required product(s), click on the following link Payments & Deposits.
1/ Online payment through the widget
When an online booking is made by the customer through the widget in order to be paid online, the Credit/Debit card payment method needs to be selected on the Checkout stage.
By selecting to pay by Credit/Debit card, the card validation fields appear.
Once this data and any other required fields have been completed, the customer can SUBMIT the booking.
2/ Online payment through the Guest app
In case a booking has been made by the Business on behalf of the customer through the dashboard BOOK NOW or inserted in an itinerary, it can be paid online as long as the Credit/Debit card payment method has been selected and the paid amount for the specific booking is zero.
In this case, the email notification received by the customer will have a Pay Now indication.
By clicking on Pay Now, the customer is redirected to the Checkout page of the Guest app where the Proceed to payment button needs to be clicked.
Alternatively, by clicking on the Manage booking indication displayed on the email notification, the customer is redirected to the specific booking within the Guest app, which will be indicated with a Payment pending status.
The booking can be paid by proceeding to the the Cost tab and clicking on the Go to Checkout button.
Online payments can also be made by proceeding to the Bookings page within the Guest app and clicking on the Go to Checkout button.
Bulk Payments
On the Checkout page within the Guest app, the customer can also perform bulk payments - pay for multiple bookings for which the credit/debit card has been selected as the payment method and are indicated with a pending payment status.
At this stage, the customer can choose to pay all or some of the outstanding bookings.
Once the Proceed to payment button is clicked, the customer is prompted to complete the credit card information along with any other required field and click on the Pay button.
Back office bookings - Send payment link
If required, the payment link can be sent to the customer through the Actions button of the specific booking.
Alternatively, the payment link can be sent from within the booking.
In this case, the email notification received by the customer will have a Pay Now indication. By clicking on Pay Now, the customer is redirected to the Checkout page of the Guest app in order to complete the payment.
In case Itineraries are used, the payment link can also be sent from within the itinerary in order for the customer to proceed to the payment of the booking(s).
In this case, the email notification received by the customer will have a Pay Now indication. By clicking on Pay Now, the customer is redirected to the Checkout page of the Guest app in order to complete the payment.
Click on the following links to learn more about the Guest app, How to make a refund to the customer and How to edit a transaction.