Collecting a reservation payment promptly secures the lead and gives the customer an immediate receipt for their records.
Quick Start
1. Set the lead type to Reservation.
2. Open the reservation fee payment window and enter payment details.
3. Complete the payment and choose to email, text, or print the receipt.
Open the Payment Window
In the lead record, select Reservation Lead Type (A) to set the lead type to Reservation. After you select Reservation, the $ icon (B) appears.
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Select the $ icon (B) to open the payment window and begin taking the reservation payment.
Take the Payment
Note: Your management team configures the reservation payment details, so your screen may look slightly different.
If you want to use a saved card, open the Previous Card dropdown (C) and choose one of the previously used credit or debit cards.
If you are using a new card, enter the required details in Payment Information (D). Required fields are marked with an asterisk.
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Select Pay (E) to process the reservation payment and open the receipt options.
Email the Receipt
Note: Emailing the receipt is the default option.
Confirm that Payment Complete (F) appears after you select Pay (E). This confirms that the payment was processed successfully.
Review Email Address (G). Update it if needed.
Select Send (H) to email the receipt.
Verify that Receipt Sent (I) appears to confirm the receipt was emailed successfully.
Text the Receipt
Confirm that Payment Complete (J) appears after you select Pay (E).
Select Text (K) to switch to the text receipt option.
Review Phone Number (L) and update it if needed.
Select Send (M) to text the receipt.
Verify that Receipt Sent (N) appears to confirm the receipt was texted successfully.
Print the Receipt
Confirm that Payment Complete (O) appears after you select Pay (E).
Select Print (P) to download and print the receipt from your computer.