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Entering Reservation Payments

Owned by Patrick Hauser (Unlicensed)
Last updated: Jun 14, 2023
3 min read

 

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Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality.

Access

  • (A) Lead Type dropdown - From inside the Lead card, click to select Reservation as a Lead type. The $ icon will appear after selecting Reservation. Additional Lead Type options are configured by your management team.

  • (B) $ - Click to open the Pay Reservation Fee window and take payment.



Take Payment - Reservation payment details have been configured by your management team and may look slightly different from this image.

  • (C) Previous Card dropdown - Click to access all previously used credit and debit cards. Previous cards can be accessed for easy and convenient payment.

  • (D) Payment Information - If paying with a New Card, enter all required payment information. Required payment information is identified with an *.  

  • (E) Pay - Click to complete the Reservation payment and access receipt options.



Email Receipt - Note: Emailing the receipt is the default option.

  • (F) Payment Complete - After clicking (E) Pay, this message will appear confirming the payment was successfully processed.

  • (G) Email Address - This is the primary email address associated with the account. Click to edit as necessary.

  • (H) Send - Click to email the receipt to the listed address.

  • (I) Receipt Sent - This confirms the receipt was successfully emailed.



Text Receipt

  • (J) Payment Complete -  After clicking (E) Pay, this message will appear confirming the payment was successfully processed.

  • (K) Text - Click to access the text receipt option.

  • (L) Phone Number - This lists the primary number associated with the account. Click to edit as necessary.

  • (M) Send - Click to text the receipt to the listed number.

  • (N) Receipt Sent - This confirms the receipt was successfully texted.



Print Receipt

  • (O) Payment Complete - After clicking (E) Pay, this message will appear, confirming the payment was successfully processed.

  • (P) Print - Click to download & print the receipt from your computer.