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