Manage your appointments and sales more easily in Resurva by accepting payments online, in full, in part as an appointment deposit, or as a temporary card hold to avoid no shows and late cancellations.
Get a Stripe or Square account
To start accepting payments online, you'll need a Stripe or Square account. If you don't have a Stripe or Square account, check out these articles to learn more: Resurva x Stripe / Resurva x Square.
Connect your account
You can connect your Stripe or Square account by going to Settings > App Settings > Payments in the Resurva dashboard. Find step-by-step instructions for connecting an account in these articles: Stripe setup guide / Square setup guide.
Cancellation and no show protection
If you only accept payment in-store, you can still protect your shop from late cancellations and no shows by setting up a cancellation policy. Clients would need to enter their credit card details in order to book, but their card would only be charged if they miss a booking or cancel too late. This allows you to avoid any lost revenue from missed bookings, while still accepting full payment in-store. To learn more about cancellation protection, check out this guide: Set up cancellation protection.
Enable online payments
After you've connected an account, you'll see more options available in the Payments tab. You can set the payment amount by changing the Percentage Required and Tax Rate values in the blue box.
To allow clients to pay for the full cost of the service online, set the Percentage Required to 100%, and the Tax Rate to your local sales tax.
Required or optional payments
You can set online payments to be required for all clients, optional for all clients, or required for specific clients that you manually select. To require online payments from all clients, enable Require payment from everyone.
To allow optional online payments, enable Require payments from select clients, and turn on Make payment optional for everyone.
Require payments from specific clients
To reduce no shows, you can set online payments to be required only for clients who have missed an appointment in the past, while the rest of your clients can pay in store. To read more about requiring payments from no show clients, check out this support article: Require online payments from no show clients.
Set up booking deposits
You can use booking deposits to require your clients to pay for a portion of their booking cost in advance, and pay the rest at your shop. To take deposits instead of full payment, set the Percentage Required value in the blue box to a number less than 100%.
Your client will pay this percentage of the service cost while booking, and on the Resurva dashboard, you'll see the remaining balance that your client needs to pay in store. You can learn more about required deposits in this support article: Require appointment deposits.
Sell products online with service options
You can offer service options for your clients to add to their appointments at checkout, which could be anything from store merchandise and products, to service upgrades, and even tipping options. Learn more about service options in this article: Sell products or upgrades with service options.
If you have any questions or need help setting up online payments, please reach out to us by email at email@example.com, or by sending in a support ticket here: Submit a request.
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