Payment methods

OctopusPro gives you the opportunity to choose your payment types that your customers can pay accordingly. It gives your customers several options to choose from as they can pay by cash, bank transfer, cheque, and other options that you can manage to add to your system and activate it to be displayed in the customer portal while your customers are checking out with their booking. 

Table of Contents:

• Enabling customers to pay by cash when booking through the customer portal
• Enabling customers to pay by credit card when booking through the customer portal
• Enabling customers to pay by bank transfer when booking through the customer portal
• Enabling customers to pay by debit when booking through the customer portal
• Enabling customers to pay by cheque when booking through the customer portal
• Enabling customers to redeem gift cards when paying for their bookings through the customer portal

To control the payments displayed on your customer portal, go to Settings > Customer Portal > General Settings. You will be redirected to the general settings page and the payment methods flag will be at the bottom of the page.

You can choose your payment type that will be displayed to your customers while placing a booking through your customer portal. According to how it fits your business, you can enable your preferred payment by switching the toggle button, the payments included will be the ones that you have already added to your business. 

To know how to add different payment types to your business to be added in your general settings, go to Settings > Financial Settings > Payment integration. You will be redirected to the payment integration page and you can choose the payment methods you want to use or add to your business.

You must ensure that these options are enabled in your company payment settings before activating them in your customer portal, as your customer portal settings only display the payment options activated for your business overall.

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After you select your payment type to be displayed, for example, if you want to allow your customers to pay by bank transfer when placing a booking, enable the bank transfer toggle, then you can add a custom message to display with your bank details, with instructions to customers regarding payment. You can also add a custom message to your several selected payment options in the text box at the right of the page.

After you save the changes, your selected payment types will be displayed to your customers during their checkout process after scheduling their booking. Your customers will be able to choose one of your added payment methods that you have selected from your settings to continue their booking with their preferred way to pay for your service.

You can also allow your customers to make cash payments on the day of the booking by enabling the cash option from the list of your payment options. This will display cash as a payment option to your customers during the checkout process. 

Enabling customers to pay by cash when booking through the customer portal

You can allow your customers to select their preferred payment method when they are creating bookings through your customer portal. So, for example, if your customers want to pay by cash, you can enable this payment type by navigating to Settings > Customer Portal > General Settings. You will be redirected to the general settings page and the payment method flag will be at the bottom of the page.

Enable the toggle button for Cash, if you wish to allow your customers to select this payment type during the checkout process on the customer portal. You can also add any remarks or notes to your customers in the empty field box to describe the payment type.

After enabling the payment type “Cash”, your customers will be able to select it as a payment method during their booking process on your customer portal. The text you have inserted for your customers as a remark or a note will be displayed under the cash details when your customers select the Pay by cash option.

Enabling customers to pay by credit card when booking through the customer portal

You can allow your customers to select their preferred payment method when they are creating bookings through your customer portal. So, for example, if your customers want to pay for their bookings by credit card, you can enable this payment type by navigating to Settings > Customer Portal > General Settings. You will be redirected to the general settings page and the payment method flag will be at the bottom of the page.

Enable the toggle button for Credit Card, if you wish to allow your customers to select this payment type during the checkout process on the customer portal. 

After enabling the payment type “Card”, your customers will be able to select it as a payment method during their booking process on your customer portal, and they can pay for their bookings using a credit card. They will be required to enter their card details to proceed with the booking.

Enabling customers to pay by bank transfer when booking through the customer portal

You can allow your customers to select their preferred payment method when they are creating bookings through your customer portal. So, for example, if your customers want to pay for their bookings by bank transfer, you can enable this payment type by navigating to Settings > Customer Portal > General Settings. You will be redirected to the general settings page and the payment method flag will be at the bottom of the page.

Enable the toggle button for Bank transfer, if you wish to allow your customers to select this payment type during the checkout process on the customer portal. You can also add any remarks or notes to your customers in the empty field box to describe the payment type.

After enabling the payment type “Bank transfer“, your customers will be able to select it as a payment method during their booking process on your customer portal, and they can pay for their bookings using a bank transfer. The text you have inserted for your customers as a remark or a note will be displayed under Bank transfer Details.

Enabling customers to pay by debit when booking through the customer portal

You can allow your customers to select their preferred payment method when they are creating bookings through your customer portal. So, for example, if your customers want to pay for their bookings by debit, you can enable this payment type by navigating to Settings > Customer Portal > General Settings. You will be redirected to the general settings page and the payment method flag will be at the bottom of the page.

Enable the toggle button for Debit, if you wish to allow your customers to select this payment type during the checkout process on the customer portal. You can also add any remarks or notes to your customers in the empty field box to describe the payment type.

After enabling the payment type “Debit“, your customers will be able to select it as a payment method during their booking process on your customer portal, and they can pay for their bookings using a bank transfer. The text you have inserted for your customers as a remark or a note will be displayed under Debit Details.

Enabling customers to pay by cheque when booking through the customer portal

You can allow your customers to select their preferred payment method when they are creating bookings through your customer portal. So, for example, if your customers want to pay for their bookings by cheque, you can enable this payment type by navigating to Settings > Customer Portal > General Settings. You will be redirected to the general settings page and the payment method flag will be at the bottom of the page.

Enable the toggle button for Cheque, if you wish to allow your customers to select this payment type during the checkout process on the customer portal. You can also add any remarks or notes to your customers in the empty field box to describe the payment type.

After enabling the payment type “Cheque“, your customers will be able to select it as a payment method during their booking process on your customer portal, and they can pay for their bookings using a bank transfer. The text you have inserted for your customers as a remark or a note will be displayed under Cheque Details.

Enabling customers to redeem gift cards when paying for their bookings through the customer portal

You can allow your customers to select their preferred payment method when they are creating bookings through your customer portal. So, for example, if your customers want to pay for their bookings by gift cards, you can enable this payment type by navigating to Settings > Customer Portal > General Settings. You will be redirected to the general settings page and the payment method flag will be at the bottom of the page.

Enable the toggle button for Gift Card, if you wish to allow your customers to select this payment type during the checkout process on the customer portal. You can also add any remarks or notes to your customers in the empty field box to describe the payment type.

After enabling the payment type “Gift Card“, your customers will be able to select it as a payment method during their booking process on your customer portal, and they can pay for their bookings using a bank transfer. The text you have inserted for your customers as a remark or a note will be displayed under Gift Card Details.

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