Documentation/Online Payments

Online Payments

Enable online payments, connect your Stripe account, and configure payment settings to collect deposits from customers when they book.

Enabling Online Payments

Online Payments is a system service that can be enabled or disabled for your business. When enabled, you can collect payments from customers at the time of booking.

How to Enable

Navigate to the Online Payments page in your dashboard. You'll see a toggle to enable the Online Payments service. When you enable this service, you'll be able to:

  • Connect your Stripe account to receive payments
  • Configure payment amounts (deposits or full payments)
  • Add surcharges for online payment processing
  • Set custom terms and conditions for payments
You must enable the Online Payments service before you can connect your Stripe account and configure payment settings.

Stripe Connect

Receptioner uses Stripe Connect to process payments securely. This allows you to receive payments directly into your own Stripe account while Receptioner handles the integration.

Connecting Your Stripe Account

After enabling Online Payments, you'll see the Stripe connection panel. The connection process has three possible states:

Not Started

If you haven't connected a Stripe account yet, you'll see a "Connect Stripe" button. Clicking this will redirect you to Stripe's secure onboarding flow where you can either:

  • Create a new Stripe account if you don't have one
  • Connect an existing Stripe account

In Progress

If you started the onboarding process but didn't complete it, you'll see a "Continue" button. Click this to resume the Stripe onboarding process from where you left off.

Connected

Once your Stripe account is fully connected, you'll see:

  • A checkmark indicating successful connection
  • Your connected Stripe account name
  • An "Open Dashboard" button to access your Stripe dashboard directly
  • A disconnect option if you need to remove the connection
Use the "Open Dashboard" button to quickly access your Stripe dashboard where you can view transactions, manage payouts, and configure your Stripe account settings.

Disconnecting Stripe

If you need to disconnect your Stripe account, click the disconnect icon next to the Stripe logo. You'll be asked to confirm this action before the account is disconnected.

Important
Disconnecting your Stripe account will disable online payment collection. Any pending payments or active payment settings will be affected.

Payment Settings

Once your Stripe account is connected, you can configure how payments are collected from customers. The payment settings panel appears automatically after successful Stripe connection.

Allow Online Payments

This toggle controls whether customers can pay online when making a booking. When enabled, customers will see the payment option during the booking process.

Force Online Payments

When this option is enabled, customers are required to pay online to complete their booking. This is useful for reducing no-shows and ensuring payment is collected upfront.

Enabling "Force Online Payments" can significantly reduce no-shows since customers have already committed financially to their appointment.

Payment Amount

Configure how much customers need to pay when booking. You can choose between two amount types:

Percentage

Set a percentage of the total booking value. For example, setting 50% means customers pay half the booking total upfront as a deposit.

Fixed Amount

Set a specific currency amount regardless of the booking total. This is displayed in your local currency based on your account settings.

A deposit of 20-50% is typically effective at reducing no-shows while remaining customer-friendly. For high-value services, consider requiring a larger deposit or full payment.

Surcharge

You can add a surcharge percentage to online payments to cover payment processing fees. This percentage is added on top of the payment amount.

For example, if you set a 2.5% surcharge and the payment amount is $100, the customer will be charged $102.50.

Legal Considerations
Before adding a surcharge, check your local regulations regarding payment surcharges. Some jurisdictions have restrictions on passing payment processing fees to customers.

Terms and Conditions

Add custom terms and conditions that customers must agree to when making a payment. This text field supports multiple lines and can include your cancellation policy, refund terms, and other important information.

Common items to include in your payment terms:

  • Cancellation policy and timeframes
  • Refund conditions
  • No-show policy
  • Rescheduling rules

Saving Settings

After configuring your payment settings, click the Save button to apply your changes. The settings will take effect immediately for new bookings.

Modifying payment settings requires the "Company Edit" permission. If you don't see the Save button, contact your account administrator to request the necessary permissions.