Card Authentication - How To

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

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

Request AuthThis is how you send an online link to the customer via email that they can fill out online.

  • In the Payments tab, select Request Auth from the Type drop-down

  • Enter the amount you want to authenticate the customer's card for

  • Add any internal notes for your own reference (the customer will not see them)

  • Write out a message to the customer or select a predefined payment request message

  • Click Add Payment

  • Make sure to SAVE the booking/enquiry

This will automatically generate a link and email this to the customer - the email makes it clear that no money is going to be taken. Once the customer has completed the authentication, a confirmation of this will be emailed to them and you will receive a notification in your Notification Centre, located on the Enquiries page, under 'Card Authenticated'.

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 generates a link that you click on yourself to take card details. This will bring up the secure payment page that you can fill out with the customer over the phone. TIP - you can also copy/paste this new URL and put that in an email that you are already sending to the customer if you don't want to send a separate email using "Request Auth".

  • In the Payments tab, select Manual Auth from the Type drop-down

  • Enter the amount you want to authenticate the customer's card for

  • Add any internal notes for your own reference (the customer will not see them)

  • Click Add Payment

  • Make sure to SAVE the booking/enquiry

  • Open the link and ask the customer for their card details

Once the manual auth has been completed, a confirmation of this will be emailed to the customer. **You will not receive a notification for manual auth.**    



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.  


To see a video tutorial on card authentication, please click here. 


 

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