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.
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:
- Name: The name of this payment rule (eg: $10 deposit for Friday Brunch)
- Amount: The amount you want to charge for this payment rule
- 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.
- Rule Type: There are three rule types that you can select for payment rules
- Lump: A lump amount attached to every booking made with this payment rule
- Per Cover: An amount required per cover associated with the reservation
- Package: The user has to pay the amount attached to the selected package
- Charge Type: There are three charge types that you can select for payment rules
- 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.
- Pre-authorize and capture when I want (expires after 6 days)
- Capture immediately.
- Terms of the payment: Any terms and conditions you want to communicate to the guest through SMS and Email
- Auto Cancellation Period: How much time you provide your guests before canceling the reservation if they haven't paid
- 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.
- 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.