Are clients able to prepay for services when booking online?
Posted by on 10 June 2011 11:52 AM

Yes, payments can be processed through our partner Stripe. This feature can be activated in Finance / Settings / Payment Processing. 

Note: You will need a Stripe account to process payments. Learn more about setting up Stripe for payments. 

 


 

Each service must be individually set to require prepayment in Settings / Services / Fee section. Prepayment can be set to Optional or Mandatory by selecting the toggle next to the prepayment percent.

  • Prepayment / Optional - Your clients may choose to prepay. Set a prepayment percentage 10-100.
  • Prepayment / Mandatory - Set a percentage 10-100 to determine the amount a client MUST prepay to complete the booking process.

 

A Mandatory Prepayment can be forced on a per client basis by editing the client’s Booking Settings in their profile. Set a prepayment percentage to force the client to pay before confirming a booking for any service.

If you already force a prepayment on the Service directly, the amount you set in the client Booking Settings Forced Prepayment will override the Service prepayment value. Leaving the field blank to apply the Forced Prepayment set for each service. 

 


Notes

  1. The prepayment is only enforced on the client booking calendar. When you book from the admin calendar you will need to manually apply a payment or email an invoice to the client to pay online.
  2. All Service Providers or Stand-Alone Resources who perform the prepay services must be set to “Automatically Accept” appointments to allow for prepayments. Appointments that need to be manually approved can't be prepaid. The Service Provider Booking Settings are set in each Service Provider or Stand-Alone Resource’s profile page.
  3. Avoid using 100% prepayments for a taxable service if these 2 points apply to your setup:
    • have set the Service to Booking Options 2 or 3 (To Be Assigned), see Settings > Services > Booking Options section, and
    • have Tax Exempt Service Providers/Resources assigned to this Service.