Birdeye lets you prepay via card on file on the appointment scheduling widget. Payments with Appointments allows customers to save a card on file while booking appointments. Collecting a card to put on file would allow the business to enable faster payment or charge a last-minute cancellation fee, which would reduce the number of no-shows.
NOTE:
This feature is accessible only if you use Birdeye payments.
Customers can now enable ‘Card detail’ within their scheduling widget. To set up a card on file for appointments, follow the steps below:
Step 1- Click on the ‘Settings’ tab in the top right corner of the dashboard and go to the ‘Appointments’ tab.
Step 2- Click ‘Set up your widget.’
Step 3- Once your widget is created successfully, go to the ‘Configuration’ section of the widget. In the ‘Form fields’ section, enable the toggle to allow the card on file.
NOTE:
Adding card details while booking an appointment will become mandatory once you enable the card on file in your scheduling widget.
To learn more about setting up and customizing your widget, click here.
Step 4- Click ‘Save’ to save the changes made to the widget.
Now, your customers can save a card on file while booking/requesting an appointment.
Collect payments via Birdeye Inbox
Once the card is saved on file, the business user can charge the customer from Birdeye.
Step 1- In your Birdeye Inbox, open the chat box of the customer you want to charge/collect payment from.
Step 2- Click on ‘Payments.’
Step 3- Choose ‘Charge a card’ and select ‘Saved cards’ to charge a card. Enter the Billing amount, billing details, and invoice number, and click ‘Charge card.’
Step 4- On charging a card, the customer would be notified via text.
Click on ‘Receipt’ to view the full receipt.
You can also download the receipt by clicking on ‘Download.’