Manually process a payment for a customer booking

You can manually take booking payments for both new and existing customers. This is great for customers who want to make a booking over the phone or need help completing a pending balance payment.

Before taking a payment for a customer, we recommend reading out any applicable terms and conditions to them.

Note: You need to have the Manage bookings permission in order to take payments for customers. Learn more about roles and permissions.

How to take a payment for a new customer booking

1. Go to Bookings > All Bookings in your dashboard and click Create booking
   
2. Add the customer’s chosen items and click Update booking
   • Tip: We recommend not sending an updated confirmation email when adding items as the customer will receive confirmation email when payment is made.
     
3. When you’re ready to take payment, click Pay now under balance details.
4. Enter the customer’s contact details, including their phone number and address
   • The marketing preferences box is unticked by default as the customer must verbally say they’re happy to receive marketing emails. If they’re happy you can tick this box
5. Select the customer’s preferred payment method, for example, pay in full, pay a deposit, pay a custom amount or pay in instalments.
   • Note: The payment methods available will depend on the experience’s payment settings.
6. Enter the customer’s payment details, including card number, expiry date and CVC.
7. Click Confirm and Pay.

If payment is successfully made in full, the booking status will automatically change to “completed”. The payment, and who processed it, will also be recorded in the booking timeline for reference.

If the customer made a partial payment leaving an outstanding balance, they will receive an automated reminder email to pay the balance. Learn more about customer communications.