We have a handful of payment options available if you want clients to pay or enter their payment information when booking online! If you're all set up with our Unlimited Plan and are connected to our built-in processor, you can set up your services/classes/workshops such that clients are required to pay in full, pay a deposit, or enter credit card info to hold the appointment.
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What are the payment options available, you ask?
Hold With a Credit Card: This was designed for you to help reduce no-shows and essentially will request the client to enter in his/her credit card at the time of booking to "reserve" or "secure" the appointment. It will not charge the credit card automatically when booking; rather, it just requests the credit card information. Then, you can charge the credit card on file for that client in the event of a no-show.
Require Pre-payment: The client's credit card will be charged for full payment at the time of booking.
Require Partial Deposit: The client's credit card will be charged for partial payment at the time of booking. You can choose the deposit percentage or dollar amount required
Keep in mind—clients will not be able to cancel any appointments that they've pre-paid for online. Instead, they will get a message prompting them to call you to reschedule or cancel. They also will NOT be automatically refunded for a canceled appointment since we wanted to leave that up to you to decide!
💡 Pro tip: If you're getting rolling with the hold with a credit card feature, you'll want to create your no-show policy so you can advertise what you would/could charge in the event of a no-show. Learn how to update that payment policy here.
Update payment options for services
To get any of those payment options set up for your services, follow these steps:
From Settings, select the Services tile
Choose the service you'd like to require a deposit or pre-payment for, and click the "edit" button on the upper right
Under Service Payment Preferences, check the box next to the payment option of you choice
Save your changes!
Moving forward, whenever a client books this appointment online, they will be required to make a payment or enter their card at the time of booking. If you would like to set up payment requirements for other services, just walk through these steps again!
Update payment options for classes
From Settings, select the Classes tile
Select the class you'd like the update the payment requirement for
Under Service Payment Preferences, check the box next to the payment option you'd like
You'll also notice a toggle that allows clients to bypass the payment preferences if they have an active package in their profile. If you're not yet using packages or have any questions about how this works, let us know!
Save your changes, and repeat for other classes if necessary
Now when a client enrolls in this class online, they will be required to either enter their card, pay a deposit, or pay in full in order to successfully enroll.
Update payment options for workshops
From Settings, select the Workshops tile
Click "add/edit" next to the workshop you'd like to edit. Select the "edit" button again to select your payment preference
Under Service Payment Preferences, check the box next to the payment option of choice
You'll also notice a toggle that allows clients to bypass the payment preferences if they have an active package in their profile. If you're not yet using packages or have any questions there, just give us a shout!
Save your changes, and walk through those steps again for other workshops if needed
From now on, whenever a client enrolls in workshop online, they will be required to follow that payment option in order to successfully enroll.