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Set up Stripe Upfront Payments

This guide outlines the process for setting up upfront payments, linking your Stripe account, and configuring payment rules. By following these steps, you can enable upfront payments for online bookings and the mobile guest app.

 

1. Linking Your Stripe Account

  1. Log into the Console 

    1. https://console.shortcutssoftware.com/
    1. Go to Site Settings in the Console, click the option to connect your Stripe account.

    2. If you don’t have a Stripe account, create one by following the prompts.
    3. If you already have an account, log in to link it.

2. Accessing Upfront Payment Settings

  • Return to the main console screen
  • Navigate to the Online Booking Settings tile.
  • If you manage multiple sites, select the appropriate site.
  • Go to Upfront Payment Settings.
  • Read the terms and conditions and ensure your details have been entered into the relevant fields then tick this box and press accept.
  • Return to Upfront Payment settings.
  • Press Edit general settings, tick the box to activate upfront payments, make any adjustments to the Terms and conditions and save your changes.
A default upfront payment policy is pre-set. Ensure it complies with local regulations and aligns with your business policies. Modify as needed.

3. Setting Up Upfront Payment Rules

Guide to Setting Up Online Booking Deposit Rules

Follow these steps to create and configure your online booking deposit rules:

1.  Select 'Add New Rule' to create a new deposit rule.

  • Rule name: Enter a descriptive name for your deposit rule.
  • Active: Tick the 'Active' checkbox to enable the deposit requirement.
  • Days in advanced: Define how far in advance a deposit is required. 
    Enter '0' to apply the deposit to all online bookings OR Enter a specific number of days if you want to require deposits only for bookings made in advance.
  • Booking deposit %: Choose how the deposit will be calculated. Enter a percentage of the total booking cost.

  • Minimum Booking Deposit: Set a fixed amount.

    Note: The client will be charged the higher value between the percentage and the minimum deposit amount.
  • Restrict to New Customers (Optional) Tick the 'New Customers Only' option if you want the deposit requirement to apply exclusively to new customers.
  • Select ok to save changes

  1. Customize Rule Application:

    • By Employee: Click Select Employees to apply the rule to specific staff. If left unselected, the rule applies to all employees.
    • By Service: Click Select Services to apply the rule to specific services or categories. If left unselected, the rule applies to all services.

  2. Set Rule Priority:

    • Arrange the priority of multiple rules by moving them up or down the list. The rule with the highest priority will apply when multiple rules overlap.

  3. Save Changes:

    • Ensure all modifications are saved.

Your deposit rule is now active and will apply to online bookings based on the parameters you've set.

4. Copying Settings to Other Sites

  1. Copy Settings:

    • Use the Copy Settings feature to replicate upfront payment configurations to another site.
    • Choose which applications to copy and optionally include gallery images (note: this will overwrite existing images).

  2. Confirm Selection:

    • Select the target sites and click Copy Settings.

Key Takeaways

  • Compliance: Ensure your payment policies adhere to regional legislation.
  • Customization: Tailor payment rules to fit your business needs, such as deposits or full upfront payments.
  • Scalability: Easily replicate settings across multiple sites for consistent operations.