[UPDATED] Create a "Book Now, Pay later" reservation setup
Ian
Checkfront
Hey everyone!
We have made an official video tutorial on our YouTube on how to accomplish a 'Reserve Now, Pay Later' configuration!
Here are the steps again for reference:
Step 1 - First set your eCommerce setting to take a 0% deposit. Go to Manage > Ecommerce and select "Take a deposit percentage at the time of booking:" and set the value to 0.
Step 2 - Go to Manage > Setup > Configuration and make sure Customer Status is set to Waiting.
*It is important to note that we are using the Waiting status because this status does not lock the inventory. as the booking has not been confirmed yet. Other statuses such as Pending or Reserved will lock the booking.
For more information on statuses please visit: https://www.checkfront.com/support/docs/layout/booking-statuses.
Step 3 - Create a new status that will be the trigger to send out the payment request. Go to Manage > Layout > Statuses and click Add. Name the new status Collect or Payment or whichever you feel is appropriate and then click Save.
Step 4 - Create a new notification. Go to Manage > Notifications. Change the "Booking Event" to match your newly created status. Choose who receives the email such as the customer and staff
*Important- Be sure to include the variable {$BOOKING_PAYMENT_URL} in the text area.
Step 5 - Now when customers book their status will be set to Waiting. After you have reviewed and confirmed the booking you can now send out the confirmation email to your customer asking for payment simply by changing the status to of the invoice to newly created status "Collect"/"Payment" and the automatic email notification will go out.
Once the customer has paid, the invoice status will change to Paid.
If you have any further questions, please feel free to send us an email at support@checkfront.com!
We have made an official video tutorial on our YouTube on how to accomplish a 'Reserve Now, Pay Later' configuration!
Here are the steps again for reference:
Step 1 - First set your eCommerce setting to take a 0% deposit. Go to Manage > Ecommerce and select "Take a deposit percentage at the time of booking:" and set the value to 0.
Step 2 - Go to Manage > Setup > Configuration and make sure Customer Status is set to Waiting.
*It is important to note that we are using the Waiting status because this status does not lock the inventory. as the booking has not been confirmed yet. Other statuses such as Pending or Reserved will lock the booking.
For more information on statuses please visit: https://www.checkfront.com/support/docs/layout/booking-statuses.
Step 3 - Create a new status that will be the trigger to send out the payment request. Go to Manage > Layout > Statuses and click Add. Name the new status Collect or Payment or whichever you feel is appropriate and then click Save.
Step 4 - Create a new notification. Go to Manage > Notifications. Change the "Booking Event" to match your newly created status. Choose who receives the email such as the customer and staff
*Important- Be sure to include the variable {$BOOKING_PAYMENT_URL} in the text area.
Step 5 - Now when customers book their status will be set to Waiting. After you have reviewed and confirmed the booking you can now send out the confirmation email to your customer asking for payment simply by changing the status to of the invoice to newly created status "Collect"/"Payment" and the automatic email notification will go out.
Once the customer has paid, the invoice status will change to Paid.
If you have any further questions, please feel free to send us an email at support@checkfront.com!
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