This article explains how clients can add money to their accounts from the online booking portal.
Money on account works by allowing clients to add funds to their account, creating a liability for your business. This money can be used for future purchases, such as booking appointments.To enable the option to add money on account when booking online, make sure to integrate Stripe into your Pabau account. You will also need to ensure the feature is not hidden when customizing the online booking portal.
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.
Step 2: Add Money to the Account
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. You'll find "Account Payments" listed at the bottom of the page.
After selecting Account Payments, you will be able to add an amount and a reason for the amount. Click Add Funds and the "Next" button at the bottom right corner to proceed.
Step 3: Process Payment
When a client already has an account, they will be directed to the payment page. 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.
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.
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.
After the payment has been processed, the clients will be able to use the money on account for a future purchase.
Step 4: Locate Money on Account
To be able to view the funds clients have added to their account, navigate to their client card under the Financials section in the Payments tab. The balance in the account is displayed as #ACC, indicating the money on account. This notation appears at the beginning of every invoice.
By following these steps, clients can add funds to their account.
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.