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Setting Up Booking Deposits with the Stripe Integration

This guide explains how to activate upfront payments, link your Stripe account, and configure payment rules.

 

Step 1: Link Your Stripe Account

Log in to the Console:

  1. Edit General Settings:

    • Click Edit General Settings.

  2. Connect Stripe Account:

    • If you have a Stripe account, click Sign In.

    • If not, create one by entering your details.

    • Once the site account is saved you will see the stripe id
.

Step 2: Activate Booking Deposits

1.Navigate to the  Online booking tile.

    • Select the relevant site if you manage multiple locations.

    • Open the Booking Deposits settings on the right hand side
    • Review the terms and conditions.

    • If you would like to make any changes please save. 
    • Activate and save.


Step 3: Configure Booking Deposit Rules

Create a Rule:

  1. Add New Rule:

    • Provide a descriptive name for the rule.

  2. Define Rule Parameters:

    • Set a required deposit as a percentage, fixed amount, or both.

    • Select a timeframe for rule application (e.g., bookings made within a specific number of days).

  3. Activate Rule:

    • Tick the box to enable the rule for online bookings and mobile app usage.

  4. Save Changes:

    • Click Save to finalize the rule.

Apply Rules to Specific Services and Employees or just new clients only:

  • Employees:

    • Select Employees and tick applicable staff members.

    • If no selection is made, the rule applies to all employees.

  • Services:

    • Select Services and tick applicable services or categories.

    • If no selection is made, the rule applies to all services.

  • New clients only -check the box to only apply the rule to new clients.

Set Rule Priority:

  • Adjust priority if multiple rules apply to the same booking.

  • Use Move Up to set higher priority.


Step 4: Copy Settings to Other Sites

  1. Copy Settings:

    • Select Copy Settings and choose the source site.

  2. Choose Applications:

    • Tick applicable applications and gallery images.

  3. Select Destination Sites:

    • Confirm the target sites and click Copy Settings.


Key Takeaways

  • Ensure your Stripe account is linked and payments are activated before configuring rules.

  • Customize payment rules to match your business policies and legal requirements.

  • Use rule prioritization to manage overlapping criteria effectively.

  • Settings can be copied to other sites for consistency across locations.