Setting up payment rules

To set up a payment rule for one of your shifts, start by logging in to your Table Manager. From left side dashboard click Availability, then Pre-payment.

Prepayment

This page will allow you to create custom payment rules which you can later attach to a specific shift or events/preferences.

 

You will need to provide the following information:

  1. Name: The name of this payment rule (eg: $10 deposit for Friday Brunch)
  2. Amount: The amount you want to charge for this payment rule
  3. Minimum number of reservation covers: Set a minimum party size for which payment is required. For example, if you set this to 6, groups of 6 or more will need to pre-pay or provide card details to make a reservation, If you want payment details regardless of party size, set this to 0.
  4. Rule Type: There are three rule types that you can select for payment rules
    1. Lump: A lump amount attached to every booking made with this payment rule
    2. Per Cover: An amount required per cover associated with the reservation
    3. Package: The user has to pay the amount attached to the selected package
  5. Charge Type: There are three charge types that you can select for payment rules
    1. Pre-authorize and capture when I want (expires after 6 days) but capture payment immediately if booking is in the past or after 7 days.
    2. Pre-authorize and capture when I want (expires after 6 days)
    3. Capture immediately.
  6. Terms of the payment: Any terms and conditions you want to communicate to the guest through SMS and Email
  7. Auto Cancellation Period: How much time you provide your guests before canceling the reservation if they haven't paid
  8. Payment Type: Set to "Yes" if you want the payment to be charged per cover. Set to "No" if you prefer the charge per reservation.
  9. Payment Per Countable Field:

These payment rules can then be assigned to any shift or events/preferences you created. This will require the guest to make a payment based on the rule you've defined anytime they create an online reservation that falls into that shift.

 

Click here to learn more about setting up your shifts.