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Documentation ยท Booking

How To Manage Booking Payments

What this does

This guide explains the Payments settings page in Booking.

Use this page to choose booking payment rules, card automation behavior, and the payment options customers can see.

Before you start

  • The user must already have access to Booking.
  • This page is intended for Admins.
  • A working card provider should already be connected if you want to use card-required modes or automation.

Why the Admin App matters here

Shared provider setup can live in the Admin App.

If Booking payment behavior is not working as expected, one of the first things to verify is whether the provider setup upstream is complete.

Payment collection should also make sense beside the rest of the suite. If customers are expected to pay both during booking and later from an invoice, the Booking-side rules should line up with the Invoice payment experience.

Steps

  1. Open Booking.
  2. Go to Settings.
  3. Select Payments.
  4. Review the Card provider section.
  5. Use Edit your settings here if the provider configuration still needs work.
  6. In Booking payment rules, choose the right booking payment mode for the company.
  7. If you use PAY_LATER_SELECTION, enable the pay-later methods customers should see.
  8. In Card automation, decide whether to enable:
  • automatic hold
  • automatic capture
  1. Configure the timing and percentage rules if those automations are enabled.
  2. Save the settings.

Common mistakes

  • Turning on card-required payment modes before the provider connection is ready.
  • Enabling automation without thinking through the timing from the customer perspective.
  • Treating Booking payment rules as separate from the shared provider setup.

What to do next

If the customer-facing side also needs portal access and branded links, continue to customer portal and custom domain settings.

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