Implementing Partial Payments for Bookings

Implementing Partial Payments for Bookings

Introduction

Partial payment allows customers to secure their bookings by paying a deposit upfront, with the remaining balance due later. This feature is useful for businesses to collect a deposit, reduce no-shows, and enhance the booking experience.

How-to Steps

1. Integrate Your Payment Gateway:

   • Go to Payments Module > Integrations.

   • Ensure you have integrated a payment gateway such as Stripe or Authorize.net.

2. Enable Payment Collection:

   • Navigate to Calendar Settings > Forms & Payments.

   • Toggle the "Accept Payments" option to enable payment collection.

3. Specify Total Amount and Currency:

   • Enter the total amount for your service or appointment.

   • Select the desired currency for transactions.

4. Activate Partial Payments:

   • Check the "Accept Partial Payment" box to enable partial payment functionality.

5. Choose Amount Type:

   • Decide whether the deposit will be a Flat Amount or a Percentage of the total cost.

6. Enter Deposit Amount/Percentage:

   • Input the amount or percentage for the deposit.

7. Add a Description:

   • Provide a description for the deposit to clarify the terms to customers.

8. Save Settings:

   • Click Save to apply your changes and activate the partial payment feature.

How to Collect the Remaining Balance

To collect the remaining balance:

1. Navigate to Payments > Invoices.

2. Manually send the drafted invoice created during the booking process.

Note: Future updates will aim to automate this invoicing process.

Key Benefits

• Reduce No-Shows: Collecting deposits ensures a higher level of commitment from customers.

• Flexibility: Allows customers to pay a deposit while clearly displaying the total cost.

• Improved Cash Flow: Upfront deposits help manage cash flow more effectively.

Pro Tips

• Specify Clear Terms: Ensure that the deposit terms are clearly stated in the description to avoid misunderstandings.

• Regular Follow-ups: Keep track of pending payments and follow up with customers to collect the remaining balance in a timely manner.

FAQs

• Which calendar types support partial payments?

  • Partial payments can be enabled for all calendar types, including Event, Round Robin, Collective, Class, Service Calendar, and Service Menu.

• How do I manage pending payments?

  • Manage pending payments manually through the Payments > Invoices tab. You can view and collect the outstanding amounts from the booker.

• Will bookers receive a notification about pending payments?

  • No, bookers will not receive automatic notifications about pending payments. Staff members can check the pending amounts under Payments > Invoices.

• Which payment gateways are supported for calendar payments?

  • Currently, the supported payment gateways for calendar payments are Stripe and Authorize.net.