Taking deposits and payments at booking

Ask customers to pay a deposit or the full amount when they book, and require the deposit before the booking is confirmed. It is off by default. Payment runs through your connected provider and settles directly to your shop. Or leave it off and collect at the counter.

Connect a payment provider

1. 1Open Integrations → Payments & POS and find the Online payments panel.
2. 2Connect Stripe or Square and follow the prompts. Payouts go to that account, not to Velobook.
3. 3If you also run a connected point of sale, the completed sale is pushed there too.
4. 4Save.

Turn it on for what customers book

With a provider connected, open your payment settings and choose a deposit or the full amount, and how much. It applies to services, workshops and rentals alike. To take rental payment at the counter on collection, leave it off.

Paying without leaving your booking page

• By default the customer is handed to your provider's own checkout page
• Turn on Let customers pay without leaving your booking page, in the Cards group, and the card box appears as a step inside the booking flow
• The box still comes from Stripe or Square, so card numbers go straight to them and never touch your shop or Velobook
• If it cannot load, the customer is offered the checkout page instead

Require a deposit to confirm the booking

With deposits on, the customer pays the deposit at checkout and the booking is confirmed once the payment goes through. Every confirmed slot has money on the table, the single best cure for no-shows.

Charging for work you find on the bench

Keep the customer's card for extra work (off by default, Stripe only) keeps the card the customer paid with, so once they approve the extra work you can take the balance without chasing a card over the phone.

• The customer sees Stripe's own save-card notice when they pay at booking.
• The amount always comes from the quote's outstanding balance. You cannot type an amount.
• Set the most you can charge at once as a ceiling, and give a reason each time.
• A declined or challenged card is a normal outcome: you are offered a payment link to send instead.

Payments you take at the counter

• Cash, a card on your own terminal, a bank transfer or a cheque can be recorded on the job. Open the booking's job card, find the bill, and choose Record a payment
• The amount is prefilled with what is owed (edit it for a part payment), you pick how it was paid, and you can add a reference such as a cheque number or the last four digits. Nothing is charged
• Email them a receipt, with anything still owing on the job is ticked by default
• Recorded a payment in error? Void it: the row stays in the history and stops counting

Refunds

To return a deposit, open the booking and choose Refund deposit. It goes back to the card they paid with, and the booking records it. If the automatic refund cannot go through, you are told, and can retry or refund in your provider's dashboard.