As a GoSite user, you can choose to collect payments from customers as soon as a booking is made via the Booking tool (Note: This is only available for customers with an active Payments tool). This article will show you how to set this up for two different scenarios:
How to set up payment collection when customers book services
If you would like to make payment mandatory during the booking process, simply follow these steps to update your service settings:
To add a Service, navigate to the "Services" page located in the drop down menu when you click on your profile icon.
Next, click the "Add Service."
From here, scroll down to "Bookable by Customers" and toggle the switch so customers can book and check themselves out. Reference the video below for further assistance.
Next, toggle the switch next to "Collect Payment at Checkout" and choose "Full Payment" from the drop-down menu. Now, when the customer books themselves, they will be prompted to enter their card information to complete the booking.
If you do not want your service to be bookable by the customer, you can toggle that section off and a payment link will be sent to them once checkout is completed.
How to set up payment collection when you create manual bookings
To collect payment on a one-time booking, you can manually enter a booking and adjust the settings.
To manually add a booking, navigate to the Booking tool in your Dashboard and on click the blue "+Add Booking" button on the top right-hand side.
Fill out the fields and once you add a service, you will see the "Collect Advance Payment" option appear. Toggle this feature on.
Next, select "Full payment" from the "Amount Due" menu.
You will have the choice to send a Payment Link or Manually Add a Transaction. The "Payment Link" option will require your customer to input their information. "Manually Add a Transaction" will require you to input the client's information for them.
If you are manually adding a transaction, hit "Continue" to input the client's card information. Once you have filled in the necessary information, hit "Continue."
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