Card Authentication - How To

To request card authentication from a customer via email or over the phone: 

 Click on the "Payments" section when you are in the booking select the type of card authentication you'd like to proceed with:

   

Request Auth - Select Request Auth in the drop down. Input the amount you'd like to authenticate the customers card for, add any internal notes for the team and add a personalised message to the customer. (You can set up pre-defined authentication request messages to save you time in Settings - see guide). To send the request auth link, click ADD and SAVE. This will send an email to the customer asking them to authenticate their card (it makes it clear NO money is being taken). 


The customer has a secure link they can then put in their card details. When the customer has completed the form, you will get an email telling you so (and be notified through the Notification Centre > Card Authenticated), you can then go into the booking and complete it. Don't worry, the system won't automatically complete the booking once they authenticate their card. We realise you may still have other actions to complete before confirming or you may want to send a separate email message to them.

  


Manual Auth - This will be you taking the card details over the phone. Select Manual Auth, input the amount you'd like to authenticate the customers card for, as well as any internal notes, then click ADD and SAVE. This will generate a card details link which you'll see at the top of the payments section. Click this and a secure payment screen will pop up in a separate tab, so you can take card details over the phone and authenticate the card safely and securely. Neither you or DesignMyNight then see the card details once this has been processed. They are stored securely.

   


Claiming money from a no-show / cancellation

When the customer has authenticated their card or you have done it using Manual Auth, in the "Payments" section you will see that where it said "In Progress", it will now say "Completed". A "Claim box" will appear also. You simply click "Claim" and input the amount you would like to charge the customer for. This will automatically take money out of their account and the money will be transferred to your account. Simple! 

    

IMPORTANT: For security reasons Stripe can only validate a card 3 months in advance. It's recommended that you don't validate a card for a booking that is 5 months in advance as you'll only be able to claim money from them 3 months after it's validated. This is a Stripes rule for your own security. However you would think that a customer that is validating their card for X amount is likely to show; it's the same as committing to a deposit but without you actually taking the money.

Other Payment - This is if you have taken a deposit or money from the customer, you can select how this was paid "BACS" or "PDQ" and any notes (eg. "£50 deposit taken, comes off bar tab on the night") and click ADD

  

 

Excellent Extra Features

  1. Collins and Soda integration
  2. Collins Docs - Attaching Files/documents to bookings in Collins
  3. Collins Pre-Orders Video - How To
  4. Explaining Pre-Order tab updates
  5. Collins Pre Orders - Dietary Requirements and Allergies [What your customer sees]
  6. Collins Pre-Orders - Adding Diet Types, Allergies and Extra Settings to your items
  7. Collins Pre-Orders - Can my customers edit their order?
  8. Extra Feature : Collins Pre-Orders (How To Video)
  9. Collins Pre-Orders - How to Setup Guide
  10. Collins Pre-Orders - How to Add Set Menu/Fixed Price Menu Orders Manually
  11. Collins Pre-Orders - Setting Automated Reminder Emails
  12. Collins Pre-Orders - How to Send a Menu
  13. Collins Pre-Orders - Copying Over Items/Menus from Venue Group to Individual Venues
  14. Collins Pre-Orders - Canapes - Multiplying one set menu/selection by a set number
  15. Collins Pre-Orders - Ordering on behalf of someone else.
  16. Collins Pre-Orders - Payment Options
  17. Collins Pre Orders - Take both a deposit and a pre-order payment for auto-confirm bookings
  18. Collins Pre-Orders - Adding payment for pre-orders
  19. Collins Pre-Orders - Can I set a cut off date for Pre-orders to be made?
  20. Collins Pre-Orders - Sending Multiple Menus
  21. Collins Pre-Orders - Deleting a Pre-order
  22. Collins Pre-Orders - Downloading the 'Food Sheet'
  23. Collins Pre-Orders - Kitchen Sheet
  24. Collins Pre-Orders - Managing Your Place Cards
  25. Collins Pre-Orders - Printing / Adding a Logo to your Place Cards
  26. Collins Pre Orders - Make menus available 'while booking' or 'when booking is confirmed'
  27. Collins Pre-Orders - Applying multi-buy Discounts on your menu items
  28. Collins Pre-Orders - Applying a discount to a Menu
  29. Collins Pre-Orders - Setting Minimum and Maximum order limits
  30. Collins Pre-Orders - Dietary Requirements/Allergies
  31. Collins Pre Orders - FAQ's
  32. Extra Feature : Collins Pay (How To Video)
  33. Collins Pay - How To
  34. Collins Pay - Can I be notified by email when a customer makes a payment/authenticates a card?
  35. Collins Pay - Adding Payment/Authentication templates
  36. Collins Pay - Setting Automated Reminder Emails
  37. Collins Pay - Avoiding Fraud Disputes
  38. Collins Pay - 3D Secure
  39. Collins Pay - Postcode Validation
  40. Collins Pay - Where can I view my Customer Payments?
  41. Collins Pay - How Do I Refund a Customer?
  42. Collins Pay - Where Can I View All Refunds?
  43. Authentication v Authorisation - What's the Difference?
  44. Collins Pay & Card Authentication FAQs
  45. Card Authentication - How To
  46. Is Collins Pay and Authentication Compliant and Secure
  47. Extra Feature : Collins Mail (How To Video)
  48. Collins Mail - FAQs
  49. Collins Mail - How To Setup an 'Out of Office' Automated Reply
  50. Collins Mail - Sorting the order of New Messages
  51. Collins LiveWait FAQs
  52. Collins LiveWait - How do I add someone to the wait list?
  53. Collins LiveWait - Texts Explained
  54. Collins Live Wait - Training Video
  55. Auto Double Confirm - Set Up
  56. Auto Double Confirm - Texts and Diary/Floorplan Usage

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