Setting Up Upfront Payments with the Stripe Integration

Step 1: Activate Upfront Payments

1. Log in to the Console:

   • Navigate to the Book Me Settings tile.

   • Select the relevant site if you manage multiple locations.

2. Access Upfront Payment Settings:

   • Open Upfront Payment Settings.

   • Review the terms and conditions.

   • Ensure all required fields are completed.

   • Tick the box to accept the terms and conditions.

3. Save Changes: Press Accept to proceed.

Step 2: Link Your Stripe Account

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.

3. Enable Upfront Payments:

   • Tick the box to activate upfront payments.

   • Save changes.

Step 3: Configure Upfront Payment 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:

• 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.

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.