This is your guide to setting up payment plan options for your customers and everything you need to know about how it works.
Firstly, to make sure you have the option for customers to set up automatic payments that are scheduled to leave their account before the booking(s) please see this video on how to turn on the payment plan option(s) that are suitable for your venue: 😊
Payment plans are great for customers who want to make repeat bookings and want to pay either weekly, monthly or quarterly on a payment plan instead of paying the full amount upfront. This ensures the repeat bookings security for both you–the venue–and for the customer! Your customers can decide to set up a payment plan using their debit or credit card details and shortly, they will also have the option of setting up a BACS Direct Debit for their payment plan using their bank details. 😁
It is also very easy for your customer to set up in their customer portal for an existing repeat booking. If you would like more information on this please check out this customer support article.
Customers will receive automatic payment plan reminders to keep them informed about each subsequent payment that is due and when. Therefore, you will not have to chase customers for payment!
For more on the exact schedule of the payments for customers please check out this customer support article.
Please note that our developers are currently improving payment plan options regarding the ability to cancel payment plans and the ability to have one payment plan across multiple repeat booking orders. 🧑🏻💻
Troubleshooting:
Q: What happens if the customer's payment plan instalment fails?
A: If a payment instalment in your payment plan fails, follow these steps to resolve the issue:
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Payment Retry: When a payment instalment fails, we will automatically retry the payment two days later. This allows for a second chance to complete the transaction.
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Insufficient Funds: If the payment fails due to insufficient funds in your account, make sure to add enough money to your account to cover the missed payment. This will ensure that the retry attempt is successful.
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Card Expiry: If the payment fails due to an expired card, you will need to update your payment details with a new card. You will receive a notification informing you to set up a new payment method.
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New Payment Method: Once you receive the notification, follow the instructions to provide the details of your new card and make the necessary payment. This will ensure that your future payments for the payment plan are processed smoothly.