Triggering Card Details
Payments can be triggered against a booking in two ways:
Via Settings>Payments>Payment Settings - Details of how to set this up can be found here
Via Promotion - Details of how to set this up can be found here
Adding Card Details
Card details can be logged against bookings via Stripe.
- Once card details have been successfully submitted the green card icon will be displayed.
Using Stripe and ResDiary allows you to store card details via the diary, these card details can be charged at a later date. If you want to offer your diners an added level of security, when booking with your front of house team, then instead of collecting card details over the phone ResDiary can send the diner a link to a secure landing page (SLP) where they can enter their card details without having to disclose them to anyone.
NB: Messages displayed on the payment page and toggle button are only visible if the secure landing page (SLP) is turned on.
Charging stored card details
Request Card Details Via Secure Landing Page (SLP)
- When the payment has been requested the orange card icon will be displayed
The landing page can be enabled via Settings>Payments>Stripe Settings. Here you can decide how many hours the guest has to add their payment details, before their booking is automatically removed from the diary.
NB: Once a guest has submitted their card details they will automatically receive their confirmation e-mail and their booking is secure.
If a guest does not submit their card details within the required time their booking will be removed from the diary and moved to incomplete bookings, they will also automatically receive a cancellation e-mail.
NB: One hour before the booking is due to be removed from the diary, due to lack of card details, a reminder e-mail will be sent to the customer asking for card details again.
To view a list of incomplete bookings go to the Dashboard, scroll to the bottom and there will be a list of incomplete bookings.
You can edit the booking to rebook into the diary or mark the booking as read so it no longer appears in the incomplete list.
Skipping Card Details
You can decide to skip card details if you do not wish to receive them from specific customers. You can activate this feature in Settings>Payments>Payment Settings and you will also need to ensure individual users have permission to skip payments.
- When the requirement for card details have been skipped by the user the icon will be the red card skipped icon.