Before You Begin
Make sure your payment account is active. This allows you to collect deposits or save clients’ cards during online booking.
How to Access
You can access your online payment policy by going to Online Booking → Payment Policy.
Payment Options
Choose how you want to collect payments during online booking:
Deposit: Collect a partial payment upfront to secure the booking.
Card on File: Require clients to save their card on file without charging them immediately.
Payment Note
You can add a custom note that will appear to clients during the booking process.
Client Variations
By default, your payment policy applies to all clients.
However, you can choose to apply it only to specific client groups:
New clients
Clients with a certain number of no-shows
This flexibility helps reduce no-shows and ensures returning clients have a smoother booking experience.
Service Variations
Your payment policy applies to all services by default.
If needed, you can customize it for individual services by going to the Service tab on the Payment Policy page.
For example, you can:
Collect a deposit for one service
Set another service to require no payment.
This allows you to tailor your payment approach to the value or risk of each service.
Provider Exceptions
When a payment policy is set at the business level, it applies to all providers.
However, you can make exceptions.
A specific provider can be exempt from the policy by disabling the payment requirement (setting it to 'No Payment Needed').
You can find this setting by going to "Staff" > "Staff List" > Staff member name > Online settings tab.
