Setting Up Upfront Payments with the Stripe Integration
This guide explains how to activate upfront payments, link your Stripe account, and configure payment rules.
Step 1: Activate Upfront Payments
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Log in to the Console:
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Navigate to the Book Me Settings tile.
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Select the relevant site if you manage multiple locations.
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Access Upfront Payment Settings:
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Open Upfront Payment Settings.
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Review the terms and conditions.
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Ensure all required fields are completed.
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Tick the box to accept the terms and conditions.
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Save Changes: Press Accept to proceed.
Step 2: Link Your Stripe Account
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Edit General Settings:
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Click Edit General Settings.
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Connect Stripe Account:
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If you have a Stripe account, click Sign In.
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If not, create one by entering your details.
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Enable Upfront Payments:
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Tick the box to activate upfront payments.
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Save changes.
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Step 3: Configure Upfront Payment Rules
Create a Rule:
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Add New Rule:
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Provide a descriptive name for the rule.
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Define Rule Parameters:
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Set a required deposit as a percentage, fixed amount, or both.
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Select a timeframe for rule application (e.g., bookings made within a specific number of days).
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Activate Rule:
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Tick the box to enable the rule for online bookings and mobile app usage.
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Save Changes:
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Click Save to finalize the rule.
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Apply Rules to Specific Services and Employees:
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Employees:
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Select Employees and tick applicable staff members.
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If no selection is made, the rule applies to all employees.
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Services:
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Select Services and tick applicable services or categories.
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If no selection is made, the rule applies to all services.
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Set Rule Priority:
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Adjust priority if multiple rules apply to the same booking.
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Use Move Up to set higher priority.
Step 4: Copy Settings to Other Sites
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Copy Settings:
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Select Copy Settings and choose the source site.
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Choose Applications:
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Tick applicable applications and gallery images.
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Select Destination Sites:
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Confirm the target sites and click Copy Settings.
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Key Takeaways
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Ensure your Stripe account is linked and payments are activated before configuring rules.
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Customize payment rules to match your business policies and legal requirements.
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Use rule prioritization to manage overlapping criteria effectively.
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Settings can be copied to other sites for consistency across locations.