Tired of having clients book via the Client Portal and then not showing up or cancelling and wasting your valuable time? Well, with our Pin Payments add-on, you can store the client's credit card details and charge them a cancellation fee if they are a no-show.
💡 In order to do this, you'll have to enable and set up Pin payments on your account.
Make adding card details mandatory
Follow the below steps to store the client's card details with Pin Payments via the Client Portal:
1. From the Dashboard, go to Setup > Settings > Add-ons
2. Click on Client Portal > Booking Form > Edit
3. Under Optional fields, tick Credit Card and enable the Mandatory button next to it. Then click on Save.
4. Then once a booking is cancelled, you can just create an invoice for it and initiate an online payment with Pin Payments.
Create a service type for cancellation fee
1. From the Dashboard go to Setup > Settings
2. Select Service Types > Create Service
3. Type an item number to your own preference, enter "Cancellation fee" as the description of the service type and click Save
You can see in detail how to create a service type here: Create a Service Type
Take an Instant payment
After you've created the invoice for the cancellation fee and added the service type, it's now time to process the client's card.
It's possible to charge the client's card directly from coreplus without having to contact the client. The article below will guide you through this process.
Please let us know if you have any questions and don't forget to rate this help article below so that we can continue to improve our support to you!