This article covers the client's perspective on how to pay for their appointments in the online booking portal.
To enable client payments when booking online, make sure to integrate Stripe into your Pabau account. Additionally, you need to select the full payment option when setting up a company policy deposit or set a service-specific deposit if you have different policies for different services.Step 1: Navigate to Your Online Booking Portal
Access your online booking portal to get started with the process. You can either access it by clicking on the Book Now button from your website, or you will be able to locate the portal link in your Pabau account in the Online Booking tab.
On the Online Booking customization page, go to the 'Promote' tab at the top right corner and select the 'Booking Portal' sub-tab to reveal the link. Copy the link and paste it into a new window.
Step 2: Book an Appointment
When you access the online booking portal, you'll see the header message you've set, a list of categories, any created packages/courses, gift vouchers, and the option for clients to add money to their accounts. More details regarding your online booking portal customization are included in this article.
After selecting a category, all linked services will be displayed. Choosing a service will mark it with a checkmark on the far right, indicating your selection. Click "Next" in the bottom right corner to proceed to the next step.
The next step will display all available locations for selection if your clinic has multiple sites. If you only have one location, this step will be skipped.
After selecting a location, the next step is choosing a staff member to book with, unless this step has been disabled in your online booking portal customization. Clients can also choose "No preference," and the system will display all available time slots for all staff members. If you only have one staff member available on your online bookings, this step will be skipped.
In the next step, clients can choose from available time slots in the calendar. Select the date, and on the right side, all available time slots for that date will be displayed.
Step 3: Confirm Booking Details
Once you have selected the date and time you will view the booking details. You can always go back to make any changes. Clients can also leave any notes or comments regarding the booking.
If a client has an existing account, they can log in; if not, they can register below. All the fields that you have set up when customizing your client portal will appear for them to fill out and complete the registration by clicking "Create Account".
Step 4: Process Payment
When a client has created an account, the next step will show their client details and the amount the clients should pay to complete their booking. To go to the payment page, they need to click "Proceed To Payment."
NOTE: Pabau requires integration with Stripe for payment processing.
Reconnecting will ensure that all Pabau Pay terminal features function smoothly and will also unlock 12 additional payment processing options.
The payment page will show the total amount they need to pay for the service.
To enter their card details, they need to tick the "Pay with card" method and the fields to enter their card details will show. If they have a card saved already, it shows at the top of the page as a first option. They can also add a tip if you have enabled this option on the policies page.
After the amount has been successfully paid, clients will be directed to the confirmation page. Here, they will receive a summary of their booking details, including the selected services, date and time, and any relevant notes.
You can view the payment on the client card under the Financials tab. Also, it can be located in the invoices tab when expanding "Money" in the left sidebar menu. You can also filter it on the reports under the analytics tab on the left sidebar menu. 
If you prefer not to use your real card for testing, you can use the test cards provided by Stripe by following the instructions here.
By following these steps, the clients will be able to pay for their appointments online.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.