How to send a request for payment on bookings taken manually

1. From the top right menu, choose Bookings.

2. Fill in the booking details and under the ‘Status’ dropdown choose > Tentative - with Payment rules.

3. Under Select available tables, choose where to seat the customer by clicking on the required table. Your available seats and dining areas will be displayed. 

4. On the right, you will see the Guest column where you can enter your guest’s details. You can also add tags and leave private notes. Note: If this client is already in your guest list, when entering their phone or email, saved information will appear automatically.

When finished, click the Save button below.

5. This will open up a new screen with the booking details. A notification will appear in the lower right corner indicating that an email and SMS were already sent to the client asking them to confirm their booking by processing the payment.

On the top, you can check the booking status: Awaiting Card Details/Deposit. 

In case you want to resend that link to the customer, go to the Payments and Products segment that appears below and click on the Send Payment Link.

6. Once your guest completes the payment, the status at the top will be updated automatically as ACCEPTED, and in the Payment & Products section, a Withdrawn Funds button will be shown.

You can also check this in the Booking State Changes and Payment Gateway States sections below.

While we strive to ensure the accuracy and currency of the information in our knowledgebase, some articles may contain minor discrepancies due to the constant evolution of our services and products.