1. Use Cases
The 'Pay via Bank Transfer' option is perfect for managing group bookings or accommodating clients who prefer flexible payment methods. This feature allows venues to confirm reservations without immediate payment, reducing the risk of lost sales while waiting for funds. Additionally, it enables modifications to reservations, such as changes in guest numbers or special requests, enhancing convenience for both venues and visitors.
2. Setup
2.1 Enabling Payment via bank transfer
To enable bank transfer payments, go to Control Panel → Settings → Account. Look for the 'Allow payments via bank transfer' option and turn it on. You can also set your default payment deadline here, which determines how much time guests have to complete the payment. This deadline can later be customized for individual reservations as needed.
2.2 Adding Bank Account Details
To start accepting bank transfers, provide your bank account details in the Copy Editor. Once added, these details will appear in the payment instructions sent via email.
You can access the Copy Editor in Control Panel → Engage → Copy Editor.
Tip: Search for emails_cart_pay_bank_transfer under "Search by key" to see all copies that are used in the email.
2.3 Review Email Templates
Payment instructions will be included in the email. You can review the email templates by navigating to Control Panel → Engage → Email Templates → Pay by Bank Transfer Email → Preview
3. How-To Guides
3.1 Creating Reservation
Navigate to Control Panel -> Orders -> Order Lists -> Add Order
Select "Send bank transfer" from the payment options
Select tickets, date, and time and click on "Send bank transfer instructions"
Customers will receive an email with information on how much they will need to pay, the payment deadline, and bank account information.
3.2 Adjusting the Reservation
Find Reservation. Once a Reservation is created, you can find it in the Pending Reservations section. Navigate to Control Panel -> Orders -> 'Pending Reservations'. Locate reservation searching by Reservation ID, email, or date filters
You can edit reservation details, such as adjusting the guest count or adding upsells. Simply click 'Edit Cart' to make a change
In the Ticket Shop, you can adjust the order.
3.3 Confirming payment
After the customer transfers the payment, find the reservation using the Reservation ID provided in the payment details. Confirm the order by marking the reservation as paid.
Tickets will be sent to the buyer as soon as the payment is confirmed.
3.4 Finding Order
Reservation will disappear from Pending Reservations and appear under "Order List" You can still find it using the Reservation ID
If you wish to explore other payment options for group bookings, please check Related Articles below.